Envestnet Portfolio Solutions, Inc. First Trust Dorsey Wright Focu Transaction History

Envestnet Portfolio Solutions, Inc.

$24.4 Billion
Q2 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 27,721 shares of FV stock, worth $1.71 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

27,721

Previous 30,944 10.42%

Holding current value

$1.71 Million

Previous $1.7 Million 3.24%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$48.43 - $59.26 $156,089 - $190,994	-3,223 Reduced 10.42%	27,721 $1.64 Million
Q1 2025 Apr 21, 2025	BUY	$53.91 - $63.03 $193,698 - $226,466	3,593 Added 13.14%	30,944 $1.7 Million
Q4 2024 Feb 10, 2025	BUY	$57.47 - $62.82 $357,808 - $391,117	6,226 Added 29.47%	27,351 $1.62 Million
Q3 2024 Oct 31, 2024	BUY	$51.35 - $59.82 $276,930 - $322,609	5,393 Added 34.28%	21,125 $1.23 Million
Q2 2024 Jul 16, 2024	BUY	$52.41 - $57.79 $45,229 - $49,872	863 Added 5.8%	15,732 $900,000
Q1 2024 May 06, 2024	BUY	$49.64 - $57.23 $250,979 - $289,354	5,056 Added 51.52%	14,869 $850,000
Q4 2023 Feb 07, 2024	BUY	$41.2 - $52.34 $49,192 - $62,493	1,194 Added 13.85%	9,813 $505,000
Q3 2023 Nov 13, 2023	BUY	$43.3 - $48.81 $373,202 - $420,693	8,619 New	8,619 $381,000

Others Institutions Holding FV

# of Institutions

346

Shares Held

43.7M

Call Options Held

Put Options Held

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About FIRST TRUST DORSEY WRIGHT FOCU

Ticker FV
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Envestnet Portfolio Solutions, Inc. First Trust Dorsey Wright Focu Transaction History