Envestnet Portfolio Solutions, Inc. First Tr ETF Iii Instl Pfd Sec Transaction History

Envestnet Portfolio Solutions, Inc.

  • $23.8 Billion
  • Q3 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 49,982 shares of FPEI stock, worth $968,651. This represents 0.0% of its overall portfolio holdings.

Number of Shares
49,982
Previous 46,232 8.11%
Holding current value
$968,651
Previous $877,000 10.15%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$18.93 - $19.47 $70,987 - $73,012
3,750 Added 8.11%
49,982 $966,000
Q2 2025

Jul 25, 2025
SELL
$17.99 - $18.99 $584,980 - $617,497
-32,517 Reduced 41.29%
46,232 $877,000
Q1 2025

Apr 21, 2025
BUY
$18.54 - $18.88 $155,865 - $158,724
8,407 Added 11.95%
78,749 $1.47 Million
Q4 2024

Feb 10, 2025
BUY
$18.62 - $19.05 $455,966 - $466,496
24,488 Added 53.4%
70,342 $1.32 Million
Q3 2024

Oct 31, 2024
BUY
$18.36 - $19.08 $330,975 - $343,955
18,027 Added 64.78%
45,854 $874,000
Q2 2024

Jul 16, 2024
BUY
$17.91 - $18.43 $7,020 - $7,224
392 Added 1.43%
27,827 $511,000
Q1 2024

May 06, 2024
BUY
$17.7 - $18.26 $217,302 - $224,178
12,277 Added 80.99%
27,435 $499,000
Q4 2023

Feb 07, 2024
BUY
$16.46 - $17.9 $56,885 - $61,862
3,456 Added 29.53%
15,158 $270,000
Q3 2023

Nov 13, 2023
BUY
$16.82 - $17.25 $196,827 - $201,859
11,702 New
11,702 $197,000

Others Institutions Holding FPEI

# of Institutions
204
Shares Held
71.6M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF III INSTL PFD SEC

FPEI Quotes by TradingView
  • Ticker FPEI
  • Sector ETFs
  • Industry ETFs
More about FPEI
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