New Edge Advisors, LLC Sells in Q3 2025

New Edge Advisors, LLC

  • $20.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QJUN
First Tr ETF
-2.1K
- 7.41%
$29.51 - $31.11 $62.1K - $65.4K
26.3K $817K
HQL
Tekla Life Sciences Investors

Financial Services
-7.31K
- 21.37%
$12.76 - $15.51 $93.3K - $113K
26.9K $416K
CPNG
Coupang, Inc.

Consumer Cyclical
-6.71K
- 7.7%
$27.67 - $33.53 $186K - $225K
80.5K $2.59M
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
-619
- 28.16%
$30.4 - $33.62 $18.8K - $20.8K
1.58K $50K
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
-6.25K
- 18.67%
$2.93 - $3.01 $18.3K - $18.8K
27.2K $79K
FDT
First Trust Developed Markets

ETFs
-908
- 12.37%
$68.09 - $76.05 $61.8K - $69.1K
6.43K $484K
PFO
Flaherty & Crumrine Preferred & Income Opportunity Fund Inc

Financial Services
-3.71K
- 11.93%
$9.19 - $9.88 $34.1K - $36.6K
27.4K $267K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
-2.18K
- 6.87%
$39.42 - $42.19 $85.9K - $91.9K
29.5K $1.24M
CIF
Mfs Intermediate High Income Fund

Financial Services
-12.1K
- 17.11%
$1.72 - $1.8 $20.8K - $21.8K
58.6K $103K
MSM
Msc Industrial Direct CO Inc

Industrials
-300
- 27.05%
$84.9 - $92.9 $25.5K - $27.9K
809 $74K
CDW
Cdw Corp

Technology
-33
- 4.74%
$156.97 - $182.84 $5.18K - $6.03K
663 $105K
FTF
Franklin LTD Duration Income Trust

Financial Services
-2.05K
- 1.78%
$6.34 - $6.51 $13K - $13.3K
113K $722K
LKQ
Lkq Corp

Consumer Cyclical
-291
- 18.82%
$29.24 - $39.21 $8.51K - $11.4K
1.26K $38K
OMI
Owens & Minor Inc

Healthcare
-600
- 15.79%
$4.63 - $9.42 $2.78K - $5.65K
3.2K $15K
PHK
Pimco High Income Fund

Financial Services
-9.1K
- 6.53%
$4.78 - $5.02 $43.5K - $45.7K
130K $650K
SFL
Sfl Corp Ltd.

Industrials
-2.1K
- 60.0%
$7.53 - $9.48 $15.8K - $19.9K
1.4K $10K
EL
Estee Lauder Companies Inc

Consumer Defensive
-882
- 10.92%
$83.65 - $95.26 $73.8K - $84K
7.2K $634K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-928
- 4.76%
$24.39 - $24.93 $22.6K - $23.1K
18.6K $458K
NWL
Newell Brands Inc.

Consumer Defensive
-2.76K
- 17.81%
$4.76 - $6.39 $13.2K - $17.7K
12.8K $66K
ARGX
Argenx Se

Healthcare
-46
- 46.0%
$538.64 - $768.0 $24.8K - $35.3K
54 $39K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
-1.2K
- 8.45%
$13.1 - $13.58 $15.7K - $16.3K
13K $173K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-633
- 9.47%
$49.48 - $53.78 $31.3K - $34K
6.05K $317K
FXG
First Tr Exchange Traded First

ETFs
-221
- 5.05%
$61.54 - $65.93 $13.6K - $14.6K
4.15K $260K
MMT
Mfs Multimarket Income Trust

Financial Services
-4.28K
- 6.51%
$4.61 - $4.85 $19.7K - $20.8K
61.4K $292K
MHK
Mohawk Industries Inc

Consumer Cyclical
-163
- 80.69%
$107.23 - $139.75 $17.5K - $22.8K
39 $5K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
-334
- 5.8%
$121.99 - $134.19 $40.7K - $44.8K
5.43K $704K
TMC
Tmc The Metals CO Inc.

Basic Materials
-2.34K
- 54.35%
$4.67 - $8.1 $10.9K - $18.9K
1.96K $12K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
-2.37K
- 4.46%
$3.81 - $4.04 $9.04K - $9.58K
50.8K $195K
AKAM
Akamai Technologies Inc

Technology
-161
- 2.98%
N/A
5.25K $476K
CE
Celanese Corp

Basic Materials
-52
- 5.24%
$39.94 - $62.39 $2.08K - $3.24K
940 $39K
CFLT
Confluent, Inc.

Technology
-5
- 0.17%
$15.91 - $27.35 $79.6 - $137
3K $59K
HEPS
D Market Electronic Services & Trading
-5.75K
- 13.24%
$2.49 - $3.05 $14.3K - $17.5K
37.7K $102K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
-1.88K
- 4.84%
$30.87 - $32.18 $57.9K - $60.4K
36.9K $1.19M
SII
Sprott Inc.

Financial Services
-217
- 99.54%
$62.54 - $83.38 $13.6K - $18.1K
1 $0
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
-433
- 5.52%
$44.66 - $47.89 $19.3K - $20.7K
7.41K $343K
EB
Eventbrite, Inc.

Technology
-3.52K
- 7.2%
$2.21 - $3.1 $7.79K - $10.9K
45.4K $114K
ICF
Ishares Tr

ETFs
-337
- 2.08%
$59.57 - $62.89 $20.1K - $21.2K
15.9K $978K
UPRO
Proshares Trust Proshares Ultr

ETFs
-304
- 30.89%
$91.26 - $112.39 $27.7K - $34.2K
680 $75K
SNDR
Schneider National, Inc.

Industrials
-399
- 18.57%
$21.09 - $26.92 $8.41K - $10.7K
1.75K $37K
TDC
Teradata Corp

Technology
-122
- 0.81%
$20.11 - $23.21 $2.45K - $2.83K
15K $322K
EAD
Allspring Income Opportunities Fund

Financial Services
-1.52K
- 3.05%
$6.91 - $7.16 $10.5K - $10.9K
48.3K $338K
ATKR
Atkore Inc.

Industrials
-174
- 73.73%
$53.85 - $79.64 $9.37K - $13.9K
62 $3K
AVB
Avalonbay Communities Inc

Real Estate
-33
- 4.8%
$182.72 - $204.51 $6.03K - $6.75K
654 $126K
CSGP
Costar Group, Inc.

Real Estate
-452
- 7.33%
$81.42 - $96.83 $36.8K - $43.8K
5.72K $482K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
-598
- 20.38%
$27.06 - $29.3 $16.2K - $17.5K
2.34K $66K
GAIN
Gladstone Investment Corporation\De

Financial Services
-250
- 1.27%
$13.79 - $14.53 $3.45K - $3.63K
19.4K $267K
MUE
Blackrock Muniholdings Quality Fund Ii, Inc.

Financial Services
-2.14K
- 10.49%
$9.28 - $10.08 $19.8K - $21.5K
18.2K $183K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
-942
- 7.84%
$41.13 - $44.7 $38.7K - $42.1K
11.1K $494K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-600
- 6.6%
$46.97 - $48.89 $28.2K - $29.3K
8.49K $415K
Activity Summary
Buys All Purchases 2065 New Holdings 314 Increased Positions 1751 Sells All Sells 1225 Reductions 1225 Sold out 0 Options Calls 0 Puts 0
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