Ownership history in NewEdge Advisors, LLC Β· 5 quarters on record
This page tracks every 13F SEC filing in which NewEdge Advisors, LLC reported a position in FIRST TRUST (FCA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π NewEdge Advisors, LLC outperformed the S&P 500 by +21.1% annually on this FCA position. Timing score: 0% (0/3 decisions correct). Average cost basis: $20.38. Maximum drawdown during holding period: β4.5%.
π₯ Exceptional β beat the S&P 500 by 21.1% per year on this position.
4 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
0 of 3 add/trim decisions correct
Best entry: $20.38 (2024 Q3) Β· Worst: $20.38 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
1 add Β· 2 trims. Bought during 0 of 1 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size