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NewEdge Advisors’s Global X FinTech ETF FINX Stock Holding History

NewEdge Advisors’s Portfolio FINX Stock Details FINX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.51K Sell
282
-2,099
-88% -$54.3K ﹤0.01% 3508
2025
Q4 		$70.1K Buy
2,381
+761
+47% +$24.2K ﹤0.01% 2867
2025
Q3 		$54.3K Sell
1,620
-8,000
-83% -$272K ﹤0.01% 2802
2025
Q2 		$329K Buy
9,620
+8,463
+731% +$251K ﹤0.01% 1962
2025
Q1 		$31.9K Buy
1,157
+393
+51% +$12.2K ﹤0.01% 2699
2024
Q4 		$23.9K Sell
764
-261
-25% -$8.15K ﹤0.01% 2760
2024
Q3 		$28.7K Sell
1,025
-420
-29% -$11.1K ﹤0.01% 2612
2024
Q2 		$36.4K Buy
1,445
+429
+42% +$11K ﹤0.01% 2444
2024
Q1 		$28.3K Sell
1,016
-222
-18% -$5.66K ﹤0.01% 2496
2023
Q4 		$31.6K Buy
1,238
+4
+0.3% +$86 ﹤0.01% 2394
2023
Q3 		$24.8K Buy
1,234
+446
+57% +$9.89K ﹤0.01% 2324
2023
Q2 		$17.4K Buy
788
+630
+399% +$13.2K ﹤0.01% 2417
2023
Q1 		$3.29K Sell
158
-3,594
-96% -$75.5K ﹤0.01% 2901
2022
Q4 		$69.2K Buy
+3,752
New +$75.6K ﹤0.01% 1591
2019
Q4 		– Sell
-10,657
Closed -$307K – 832
2019
Q3 		$307K Buy
10,657
+57
+0.5% +$1.68K 0.01% 631
2019
Q2 		$313K Buy
10,600
+1,069
+11% +$30.5K 0.02% 515
2019
Q1 		$264K Hold
9,531
– – 0.02% 553
2018
Q4 		$211 Buy
9,531
+837
+10% +$20.6K 0.01% 575
2018
Q3 		$250K Buy
+8,694
New +$242K 0.02% 541

Other funds holding FINX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $210M AUM 28.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return
SCP
Stamos Capital Partners Menlo Park, California $640M AUM 15.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NewEdge Advisors's FINX Position: Q1 2026 in Review

NewEdge Advisors reduced its Global X FinTech ETF (FINX) stake by 88% in Q1 2026, selling an estimated $54.3K and leaving 282 shares worth $6.51K. The position accounts for ﹤0.01% of the portfolio, ranked #3508.

NewEdge Advisors first reported a position in FINX in Q3 2018 and has held it in 19 quarters since. The position peaked at $329K in Q2 2025. 79 funds tracked by Wall St. Rank hold FINX as of Q1 2026.

  • NewEdge Advisors held 282 shares of Global X FinTech ETF worth $6.51K as of Q1 2026.
  • NewEdge Advisors sold 2,099 Global X FinTech ETF shares in Q1 2026, an estimated $54.3K.
  • Global X FinTech ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3508 holding.
  • NewEdge Advisors first reported a position in Global X FinTech ETF in Q3 2018 and has held it in 19 quarters since.
  • NewEdge Advisors's Global X FinTech ETF position peaked at $329K in Q2 2025.
  • 79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.