Envestnet Portfolio Solutions, Inc. First Tr Fd Dow Jones Transaction History

Envestnet Portfolio Solutions, Inc.

$27.8 Billion
Q4 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 5,851 shares of FDN stock, worth $1.47 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,851

Previous 8,904 34.29%

Holding current value

$1.47 Million

Previous $1.89 Million 24.6%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$210.5 - $257.24 $642,656 - $785,353	-3,053 Reduced 34.29%	5,851 $1.42 Million
Q3 2024 Oct 31, 2024	SELL	$183.68 - $212.48 $55,655 - $64,381	-303 Reduced 3.29%	8,904 $1.89 Million
Q2 2024 Jul 16, 2024	SELL	$192.91 - $207.84 $352,060 - $379,308	-1,825 Reduced 16.54%	9,207 $1.89 Million
Q1 2024 May 06, 2024	BUY	$179.04 - $206.29 $480,006 - $553,063	2,681 Added 32.1%	11,032 $2.26 Million
Q4 2023 Feb 07, 2024	SELL	$147.79 - $188.39 $1.01 Million - $1.28 Million	-6,808 Reduced 44.91%	8,351 $1.56 Million
Q3 2023 Nov 13, 2023	BUY	$156.69 - $174.63 $2.38 Million - $2.65 Million	15,159 New	15,159 $2.42 Million

Others Institutions Holding FDN

# of Institutions

619

Shares Held

17M

Call Options Held

77.6K

Put Options Held

83.1K

View Full List

About FIRST TR FD DOW JONES

Ticker FDN
Sector ETFs
Industry ETFs

More about FDN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Account

Envestnet Portfolio Solutions, Inc. First Tr Fd Dow Jones Transaction History