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 $5.37 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

301,987

Previous 160,915 87.67%

Holding current value

$5.37 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

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About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

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