Envestnet Portfolio Solutions, Inc. First Tr ETF Vi Nasdaq Bk ETF Transaction History

Envestnet Portfolio Solutions, Inc.

$25.3 Billion
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$20.36 - $23.79 $339,055 - $396,174	16,653 New	16,653 $344,000

Others Institutions Holding FTXO

# of Institutions

64

Shares Held

2.15M

Call Options Held

0

Put Options Held

0

Secure Asset Management, LLC

406K
Shares

$10.7 Million
2.69% of portfolio
Lpl Financial LLC Fort Mill, SC

275K
Shares

$7.24 Million
0.0% of portfolio
Morgan Stanley New York, NY

255K
Shares

$6.73 Million
0.0% of portfolio
Wagner Wealth Management, LLC Greenville, SC

208K
Shares

$5.49 Million
2.23% of portfolio
Wells Fargo & Company San Francisco, CA

117K
Shares

$3.07 Million
0.0% of portfolio

About FIRST TR ETF VI NASDAQ BK ETF

Ticker FTXO
Sector ETFs
Industry ETFs

More about FTXO

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.