Envestnet Portfolio Solutions, Inc. First Tr S&P Reit Index Fd Transaction History

Envestnet Portfolio Solutions, Inc.

$24.4 Billion
Q2 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in First Tr S&P Reit Index Fd stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 8,077 shares of FRI stock, worth $227,206. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,077

Previous 13,092 38.31%

Holding current value

$227,206

Previous $360,000 39.44%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$24.01 - $27.75 $120,410 - $139,166	-5,015 Reduced 38.31%	8,077 $218,000
Q1 2025 Apr 21, 2025	SELL	$26.34 - $28.74 $65,191 - $71,131	-2,475 Reduced 15.9%	13,092 $360,000
Q4 2024 Feb 10, 2025	BUY	$26.74 - $30.19 $26,472 - $29,888	990 Added 6.79%	15,567 $426,000
Q3 2024 Oct 31, 2024	BUY	$25.47 - $29.98 $55,015 - $64,756	2,160 Added 17.4%	14,577 $432,000
Q2 2024 Jul 16, 2024	SELL	$23.82 - $25.88 $4,406 - $4,787	-185 Reduced 1.47%	12,417 $318,000
Q1 2024 May 06, 2024	BUY	$24.8 - $26.5 $38,514 - $41,154	1,553 Added 14.06%	12,602 $327,000
Q4 2023 Feb 07, 2024	SELL	$21.37 - $26.67 $44,321 - $55,313	-2,074 Reduced 15.8%	11,049 $289,000
Q3 2023 Nov 13, 2023	BUY	$22.58 - $25.8 $296,317 - $338,573	13,123 New	13,123 $299,000

Others Institutions Holding FRI

# of Institutions

Shares Held

4.51M

Call Options Held

Put Options Held

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About FIRST TR S&P REIT INDEX FD

Ticker FRI
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Industry ETFs

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Envestnet Portfolio Solutions, Inc. First Tr S&P Reit Index Fd Transaction History