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

Envestnet Portfolio Solutions, Inc.

$27.8 Billion
Q4 2024

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 117,424 shares of FDL stock, worth $5.14 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

117,424

Previous 110,313 6.45%

Holding current value

$5.14 Million

Previous $4.63 Million 2.16%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

432

Shares Held

68.3M

Call Options Held

Put Options Held

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
Sector ETFs
Industry ETFs

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