Envestnet Portfolio Solutions, Inc. First Tr Large Cap Value Transaction History

Envestnet Portfolio Solutions, Inc.

$27.8 Billion
Q4 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in First Tr Large Cap Value stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 29,174 shares of FTA stock, worth $2.25 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

29,174

Previous 40,594 28.13%

Holding current value

$2.25 Million

Previous $3.21 Million 30.57%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$75.21 - $83.49 $858,898 - $953,455	-11,420 Reduced 28.13%	29,174 $2.23 Million
Q3 2024 Oct 31, 2024	SELL	$72.76 - $79.13 $114,087 - $124,075	-1,568 Reduced 3.72%	40,594 $3.21 Million
Q2 2024 Jul 16, 2024	SELL	$72.36 - $76.0 $17,221 - $18,088	-238 Reduced 0.56%	42,162 $3.1 Million
Q1 2024 May 06, 2024	BUY	$69.01 - $76.38 $319,516 - $353,639	4,630 Added 12.26%	42,400 $3.24 Million
Q4 2023 Feb 07, 2024	BUY	$61.6 - $71.44 $98,929 - $114,732	1,606 Added 4.44%	37,770 $2.68 Million
Q3 2023 Nov 13, 2023	BUY	$64.61 - $70.36 $2.34 Million - $2.54 Million	36,164 New	36,164 $2.34 Million

Others Institutions Holding FTA

# of Institutions

228

Shares Held

11.8M

Call Options Held

Put Options Held

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About FIRST TR LARGE CAP VALUE

Ticker FTA
Sector ETFs
Industry ETFs

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Envestnet Portfolio Solutions, Inc. First Tr Large Cap Value Transaction History