TDI β€” TOUCHSTONE DYNAMIC

Ownership history in NewEdge Advisors, LLC  Β·  3 quarters on record

This page tracks every 13F SEC filing in which NewEdge Advisors, LLC reported a position in TOUCHSTONE DYNAMIC (TDI). 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.

Position Intelligence

NewEdge Advisors, LLC Γ— TDI AI Analytics

πŸ“ˆ NewEdge Advisors, LLC outperformed the S&P 500 by +9.3% annually on this TDI position. Average cost basis: $33.35. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
+9.3%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 9.3% per year on this position.
2 quarters analyzed

πŸ’° Entry Quality
$33.35
+16.0% vs current ($38.68)

Best entry: $33.35 (2025 Q2)  Β·  Worst: $33.35 (2025 Q2)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

1 add Β· 0 trims. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ 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.

% of Fund (quarterly)    TDI price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 500 β€” 0% 0.00% $19K $38.68
2025 Q3 UNCHANGED 500 β€” 0% 0.00% $19K $36.56
2025 Q2 INITIATED 500 β€” β€” 0.00% $17K $33.35

🏒 Other funds also holding TDI

As of 2025 Q4 β€” sorted by position size

RPS ADVISORY SOLUTIONS LLC 1.54% Cornerstone Wealth Management, LLC 3Y 7Y 0.02% Steward Partners Investment Advisory, LLC 3Y 7Y 0.0% STIFEL FINANCIAL CORP 3Y 7Y 0.0% Private Advisor Group, LLC 3Y 7Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0% LPL Financial LLC 3Y 7Y 0.0% Allworth Financial LP 3Y 7Y 0.0% MORGAN STANLEY 3Y 7Y 0.0% UBS Group AG 3Y 7Y 0.0%
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