First Trust Advisors
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First Trust Advisors’s NeoVolta NEOV Stock Holding History

First Trust Advisors’s Portfolio NEOV Stock Details NEOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$294K Buy
+113,168
New +$332K ﹤0.01% 2547

Other funds holding NEOV

Legacy Wealth Management (Idaho)
Legacy Wealth Management (Idaho) Boise, Idaho $219M AUM 0.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Sovran Advisors
Sovran Advisors San Diego, California $1.45B AUM 13.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

First Trust Advisors's NEOV Position: Q3 2026 in Review

First Trust Advisors opened a new position in NeoVolta (NEOV) in Q3 2026: 113,168 shares worth $294K. The stake represents ﹤0.01% of the portfolio and ranks #2547 among its holdings.

35 funds tracked by Wall St. Rank hold NEOV as of Q3 2026.

  • First Trust Advisors held 113,168 shares of NeoVolta worth $294K as of Q3 2026.
  • NeoVolta was a new First Trust Advisors position in Q3 2026.
  • NeoVolta made up ﹤0.01% of First Trust Advisors's portfolio in Q3 2026, its #2547 holding.
  • 35 funds tracked by Wall St. Rank held NeoVolta as of Q3 2026.

Based on First Trust Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.