Envestnet Portfolio Solutions, Inc. First Tr ETF Viii Tcw Unconstr Transaction History

Envestnet Portfolio Solutions, Inc.

$23.8 Billion
Q3 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 182,699 shares of UCON stock, worth $4.6 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

182,699

Previous 240,141 23.92%

Holding current value

$4.6 Million

Previous $5.98 Million 23.0%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$24.73 - $25.29 $1.42 Million - $1.45 Million	-57,442 Reduced 23.92%	182,699 $4.6 Million
Q2 2025 Jul 25, 2025	BUY	$24.48 - $24.9 $362,328 - $368,544	14,801 Added 6.57%	240,141 $5.98 Million
Q1 2025 Apr 21, 2025	BUY	$24.5 - $24.95 $746,686 - $760,401	30,477 Added 15.64%	225,340 $5.58 Million
Q4 2024 Feb 10, 2025	BUY	$24.55 - $25.16 $1.16 Million - $1.19 Million	47,388 Added 32.13%	194,863 $4.8 Million
Q3 2024 Oct 31, 2024	BUY	$24.39 - $25.28 $353,752 - $366,661	14,504 Added 10.91%	147,475 $3.71 Million

Q2 2024 Jul 16, 2024	BUY	$24.14 - $24.61 $499,118 - $508,836	20,676 Added 18.41%	132,971 $3.25 Million
Q1 2024 May 06, 2024	BUY	$24.41 - $24.85 $805,530 - $820,050	33,000 Added 41.62%	112,295 $2.76 Million
Q4 2023 Feb 07, 2024	BUY	$23.51 - $24.79 $1.34 Million - $1.42 Million	57,188 Added 258.69%	79,295 $1.96 Million
Q3 2023 Nov 13, 2023	BUY	$23.9 - $24.39 $528,357 - $539,189	22,107 New	22,107 $528,000

Others Institutions Holding UCON

# of Institutions

293

Shares Held

101M

Call Options Held

Put Options Held

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About FIRST TR ETF VIII TCW UNCONSTR

Ticker UCON
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Envestnet Portfolio Solutions, Inc. First Tr ETF Viii Tcw Unconstr Transaction History