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
FYX
First Tr Small Cap Core Alphad

ETFs
-92
- 8.19%
$96.35 - $111.0 $8.86K - $10.2K
1.03K $112K
FVC
First Tr Exche Trd Fd Vi Dorse

ETFs
-71
- 0.6%
$35.47 - $36.31 $2.52K - $2.58K
11.7K $421K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
-743
- 2.08%
$21.15 - $22.45 $15.7K - $16.7K
34.9K $778K
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
-577
- 2.42%
$9.34 - $10.15 $5.39K - $5.86K
23.3K $233K
CVLT
Commvault Systems Inc

Technology
-78
- 6.06%
$163.43 - $195.41 $12.7K - $15.2K
1.21K $228K
USRT
Ishares Core U.S. Reit ETF

ETFs
-9
- 0.44%
$55.64 - $59.37 $501 - $534
2.04K $119K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
-7
- 1.16%
$63.92 - $70.83 $447 - $496
597 $42K
REAL
The Real Real, Inc.

Consumer Cyclical
-197
- 18.82%
$4.94 - $10.89 $973 - $2.15K
850 $9K
VTWG
Vanguard Russell 2000 Growth E

ETFs
-463
- 10.37%
$208.02 - $237.84 $96.3K - $110K
4K $935K
ACV
Virtus Allianz Gi Diversified Income & Convertible Fund

Financial Services
-7
- 0.19%
$22.32 - $24.46 $156 - $171
3.61K $86K
CLNE
Clean Energy Fuels Corp.

Energy
-1.6K
- 11.27%
$1.97 - $2.83 $3.15K - $4.53K
12.6K $32K
GLQ
Clough Global Equity Fund

Financial Services
-436
- 2.8%
$7.09 - $7.65 $3.09K - $3.34K
15.1K $115K
DAC
Danaos Corp

Industrials
-45
- 1.73%
$85.85 - $96.14 $3.86K - $4.33K
2.56K $229K
PIM
Putnam Master Intermediate Income Trust

Financial Services
-912
- 1.11%
$3.29 - $3.49 $3K - $3.18K
81.5K $281K
RSSS
Research Solutions, Inc.

Technology
-4.98K
- 18.22%
$2.56 - $3.96 $12.8K - $19.7K
22.4K $83K
RWO
Spdr Dow Jones Global Real Est

ETFs
-86
- 1.64%
$43.53 - $46.27 $3.74K - $3.98K
5.16K $236K
VSAT
Viasat Inc

Technology
-680
- 40.48%
$14.47 - $32.92 $9.84K - $22.4K
1K $29K
ALGT
Allegiant Travel CO

Industrials
-10
- 0.81%
$48.12 - $65.84 $481 - $658
1.22K $73K
DRD
Drdgold LTD

Basic Materials
-240
- 26.94%
$13.32 - $28.41 $3.2K - $6.82K
651 $17K
HPF
John Hancock Preferred Income Fund Ii

Financial Services
-870
- 4.31%
$15.69 - $16.9 $13.7K - $14.7K
19.3K $325K
EWA
Ishares Msci Australia ETF

ETFs
-231
- 1.23%
$25.91 - $27.57 $5.99K - $6.37K
18.6K $502K
XLB
Select Sector Spdr Fd Material

ETFs
-211
- 1.56%
$86.72 - $92.61 $18.3K - $19.5K
13.3K $1.19M
VET
Vermilion Energy Inc.

Energy
-220
- 1.52%
$7.07 - $8.59 $1.56K - $1.89K
14.2K $111K
DOCS
Doximity, Inc.

Healthcare
-80
- 7.35%
$57.33 - $75.12 $4.59K - $6.01K
1.01K $73K
HERO
Global X Fds Video Games & Esp

ETFs
-73
- 0.88%
$31.09 - $34.46 $2.27K - $2.52K
8.18K $277K
PCM
Pcm Fund, Inc.

Financial Services
-4.3K
- 4.55%
$6.25 - $6.71 $26.9K - $28.9K
90.2K $605K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-7
- 0.24%
$29.8 - $32.29 $209 - $226
2.94K $94K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-468
- 0.64%
$26.44 - $27.1 $12.4K - $12.7K
73K $1.97M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-66
- 2.55%
$121.81 - $137.24 $8.04K - $9.06K
2.53K $334K
AVMU
American Centy ETF Travantis C

ETFs
-181
- 0.87%
$43.91 - $45.71 $7.95K - $8.27K
20.6K $938K
CC
Chemours CO

Basic Materials
-317
- 9.71%
$11.5 - $17.53 $3.65K - $5.56K
2.95K $46K
ENSG
Ensign Group, Inc

Healthcare
-3K
- 10.53%
$136.36 - $174.12 $410K - $523K
25.5K $4.41M
FUBO
Fubo Tv Inc.

Communication Services
-1.44K
- 2.79%
$3.31 - $4.56 $4.78K - $6.58K
50.2K $208K
RYLD
Global X Fds Russell 2000 Cove

ETFs
-1.06K
- 0.61%
$14.46 - $15.29 $15.3K - $16.2K
173K $2.6M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
-2.2K
- 3.93%
$12.52 - $13.45 $27.5K - $29.6K
53.8K $719K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
-3
- 0.04%
$23.8 - $25.39 $71.4 - $76.2
7.15K $179K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-310
- 4.21%
$98.56 - $110.68 $30.6K - $34.3K
7.05K $772K
ARKG
Ark Genomic Revolution ETF (De

ETFs
-318
- 6.05%
$22.91 - $27.85 $7.29K - $8.86K
4.94K $137K
BWG
Brandywine Global Global Income Opportunities Fund Inc

Financial Services
-1K
- 2.08%
$8.26 - $8.91 $8.26K - $8.91K
47.1K $409K
GDL
Gdl Fund

Financial Services
-2.04K
- 1.6%
$8.21 - $8.62 $16.7K - $17.6K
125K $1.07M
SMBK
Smartfinancial Inc.

Financial Services
-418
- 3.16%
$32.94 - $37.83 $13.8K - $15.8K
12.8K $457K
TEI
Templeton Emerging Markets Income Fund

Financial Services
-1.3K
- 1.49%
$5.85 - $6.44 $7.6K - $8.37K
85.9K $533K
WES
Western Midstream Partners, LP

Energy
-576
- 1.03%
$37.5 - $41.18 $21.6K - $23.7K
55.6K $2.18M
YOU
Clear Secure, Inc.

Technology
-241
- 7.07%
$27.98 - $38.03 $6.74K - $9.17K
3.17K $105K
FSS
Federal Signal Corp

Industrials
-20
- 1.9%
$104.86 - $129.8 $2.1K - $2.6K
1.03K $123K
SPFF
Global X Superincome Preferred

ETFs
-329
- 0.6%
$8.98 - $9.52 $2.95K - $3.13K
54.7K $505K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-53
- 1.47%
$79.83 - $84.0 $4.23K - $4.45K
3.56K $299K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-25
- 0.37%
$44.63 - $46.82 $1.12K - $1.17K
6.68K $312K
MUR
Murphy Oil Corp

Energy
-25
- 1.07%
$22.13 - $30.03 $553 - $751
2.31K $65K
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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