Envestnet Portfolio Solutions, Inc. First Tr Morningstar Dividend Transaction History

Envestnet Portfolio Solutions, Inc.

  • $23.8 Billion
  • Q3 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 91,543 shares of FDL stock, worth $3.99 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
91,543
Previous 95,532 4.18%
Holding current value
$3.99 Million
Previous $4 Million 0.65%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 30, 2025
SELL
$41.96 - $44.59 $167,378 - $177,869
-3,989 Reduced 4.18%
91,543 $3.97 Million
Q2 2025

Jul 25, 2025
SELL
$38.19 - $43.19 $929,315 - $1.05 Million
-24,334 Reduced 20.3%
95,532 $4 Million
Q1 2025

Apr 21, 2025
BUY
$39.69 - $43.83 $96,922 - $107,032
2,442 Added 2.08%
119,866 $5.21 Million
Q4 2024

Feb 10, 2025
BUY
$39.59 - $43.95 $281,524 - $312,528
7,111 Added 6.45%
117,424 $4.73 Million
Q3 2024

Oct 31, 2024
SELL
$37.66 - $42.06 $39,128 - $43,700
-1,039 Reduced 0.93%
110,313 $4.63 Million
Q2 2024

Jul 16, 2024
SELL
$36.38 - $39.01 $280,853 - $301,157
-7,720 Reduced 6.48%
111,352 $4.22 Million
Q1 2024

May 06, 2024
SELL
$35.29 - $38.48 $607,446 - $662,356
-17,213 Reduced 12.63%
119,072 $4.58 Million
Q4 2023

Feb 07, 2024
SELL
$31.58 - $36.4 $63,886 - $73,637
-2,023 Reduced 1.46%
136,285 $4.89 Million
Q3 2023

Nov 13, 2023
BUY
$33.36 - $35.96 $4.61 Million - $4.97 Million
138,308 New
138,308 $4.63 Million

Others Institutions Holding FDL

# of Institutions
483
Shares Held
86.3M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR MORNINGSTAR DIVIDEND

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