NewEdge Advisors’s NYLI FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

NewEdge Advisors’s Portfolio HFXI Stock Details HFXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$144K	Buy	4,284 +2,680	+167%	+$92.1K	﹤0.01%	2674
2025 Q4	$52.1K	Buy	1,604 +1,330	+485%	+$42.6K	﹤0.01%	2950
2025 Q3	$8.5K	Hold	274	–	–	﹤0.01%	3376
2025 Q2	$8.07K	Sell	274 -17,920	-98%	-$506K	﹤0.01%	3267
2025 Q1	$501K	Buy	+18,194	New	+$499K	﹤0.01%	1583

Other funds holding HFXI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NewEdge Advisors's HFXI Position: Q1 2026 in Review

NewEdge Advisors increased its NYLI FTSE International Equity Currency Neutral ETF (HFXI) stake by 167% in Q1 2026, buying an estimated $92.1K and bringing the position to 4,284 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #2674.

NewEdge Advisors first reported a position in HFXI in Q1 2025 and has held it in 5 quarters since. The position peaked at $501K in Q1 2025. 99 funds tracked by Wall St. Rank hold HFXI as of Q1 2026.

NewEdge Advisors held 4,284 shares of NYLI FTSE International Equity Currency Neutral ETF worth $144K as of Q1 2026.
NewEdge Advisors bought 2,680 NYLI FTSE International Equity Currency Neutral ETF shares in Q1 2026, an estimated $92.1K.
NYLI FTSE International Equity Currency Neutral ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2674 holding.
NewEdge Advisors first reported a position in NYLI FTSE International Equity Currency Neutral ETF in Q1 2025 and has held it in 5 quarters since.
NewEdge Advisors's NYLI FTSE International Equity Currency Neutral ETF position peaked at $501K in Q1 2025.
99 funds tracked by Wall St. Rank held NYLI FTSE International Equity Currency Neutral ETF as of Q1 2026.

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