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

Envestnet Portfolio Solutions, Inc.

$24.4 Billion
Q2 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 46,232 shares of FPEI stock, worth $894,589. This represents 0.0% of its overall portfolio holdings.

Number of Shares

46,232

Previous 78,749 41.29%

Holding current value

$894,589

Previous $1.47 Million 40.42%

% of portfolio

0.0%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

192

Shares Held

68.8M

Call Options Held

Put Options Held

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About FIRST TR ETF III INSTL PFD SEC

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