Envestnet Portfolio Solutions, Inc. First Tr Pfd Secs & Income ETF Transaction History

Envestnet Portfolio Solutions, Inc.

$27.8 Billion
Q4 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 301,987 shares of FPE stock, worth $5.36 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

301,987

Previous 160,915 87.67%

Holding current value

$5.36 Million

Previous $2.91 Million 83.55%

% of portfolio

0.02%

Previous 0.01%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$17.65 - $18.18 $2.49 Million - $2.56 Million	141,072 Added 87.67%	301,987 $5.35 Million
Q3 2024 Oct 31, 2024	BUY	$17.35 - $18.22 $876,955 - $920,929	50,545 Added 45.8%	160,915 $2.91 Million
Q2 2024 Jul 16, 2024	BUY	$16.96 - $17.44 $1.55 Million - $1.59 Million	91,294 Added 478.58%	110,370 $1.92 Million
Q1 2024 May 06, 2024	BUY	$16.74 - $17.43 $319,332 - $332,494	19,076 New	19,076 $330,000

Others Institutions Holding FPE

# of Institutions

483

Shares Held

221M

Call Options Held

Put Options Held

View Full List

About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

More about FPE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Account

Envestnet Portfolio Solutions, Inc. First Tr Pfd Secs & Income ETF Transaction History