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

Envestnet Portfolio Solutions, Inc.

$24.4 Billion
Q2 2025

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 9,698 shares of FTA stock, worth $819,577. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,698

Previous 27,382 64.58%

Holding current value

$819,577

Previous $2.1 Million 63.71%

% of portfolio

0.0%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$67.12 - $78.63 $1.19 Million - $1.39 Million	-17,684 Reduced 64.58%	9,698 $762,000
Q1 2025 Apr 21, 2025	SELL	$74.42 - $80.34 $133,360 - $143,969	-1,792 Reduced 6.14%	27,382 $2.1 Million
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

225

Shares Held

10.7M

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