Envestnet Portfolio Solutions, Inc. First Tr Value Line Divid Inde Transaction History

Envestnet Portfolio Solutions, Inc.

$27.8 Billion
Q4 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 263,654 shares of FVD stock, worth $11.8 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

263,654

Previous 295,671 10.83%

Holding current value

$11.8 Million

Previous $13.5 Million 14.46%

% of portfolio

0.04%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$43.4 - $46.7 $1.39 Million - $1.5 Million	-32,017 Reduced 10.83%	263,654 $11.5 Million
Q3 2024 Oct 31, 2024	BUY	$40.45 - $45.49 $1.5 Million - $1.69 Million	37,189 Added 14.39%	295,671 $13.5 Million
Q2 2024 Jul 16, 2024	BUY	$39.94 - $42.43 $303,424 - $322,340	7,597 Added 3.03%	258,482 $10.5 Million
Q1 2024 May 06, 2024	SELL	$39.94 - $42.23 $485,470 - $513,305	-12,155 Reduced 4.62%	250,885 $10.6 Million
Q4 2023 Feb 07, 2024	SELL	$36.09 - $40.63 $3.95 Million - $4.45 Million	-109,436 Reduced 29.38%	263,040 $10.7 Million
Q3 2023 Nov 13, 2023	BUY	$37.39 - $41.11 $13.9 Million - $15.3 Million	372,476 New	372,476 $13.9 Million

Others Institutions Holding FVD

# of Institutions

630

Shares Held

145M

Call Options Held

Put Options Held

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

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Envestnet Portfolio Solutions, Inc. First Tr Value Line Divid Inde Transaction History