Envestnet Portfolio Solutions, Inc. First Tr Value Line Divid Inde Transaction History

Envestnet Portfolio Solutions, Inc.

  • $23.8 Billion
  • Q3 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 124,801 shares of FVD stock, worth $5.73 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
124,801
Previous 153,300 18.59%
Holding current value
$5.73 Million
Previous $6.85 Million 15.79%
% of portfolio
0.02%
Previous 0.03%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
SELL
$44.73 - $46.86 $1.27 Million - $1.34 Million
-28,499 Reduced 18.59%
124,801 $5.77 Million
Q2 2025

Jul 25, 2025
SELL
$40.62 - $45.12 $4.37 Million - $4.86 Million
-107,619 Reduced 41.25%
153,300 $6.85 Million
Q1 2025

Apr 21, 2025
SELL
$42.61 - $45.51 $116,538 - $124,469
-2,735 Reduced 1.04%
260,919 $11.6 Million
Q4 2024

Feb 10, 2025
SELL
$43.4 - $46.7 $1.39 Million - $1.5 Million
-32,017 Reduced 10.83%
263,654 $11.5 Million
Q3 2024

Oct 31, 2024
BUY
$40.45 - $45.49 $1.5 Million - $1.69 Million
37,189 Added 14.39%
295,671 $13.5 Million
Q2 2024

Jul 16, 2024
BUY
$39.94 - $42.43 $303,424 - $322,340
7,597 Added 3.03%
258,482 $10.5 Million
Q1 2024

May 06, 2024
SELL
$39.94 - $42.23 $485,470 - $513,305
-12,155 Reduced 4.62%
250,885 $10.6 Million
Q4 2023

Feb 07, 2024
SELL
$36.09 - $40.63 $3.95 Million - $4.45 Million
-109,436 Reduced 29.38%
263,040 $10.7 Million
Q3 2023

Nov 13, 2023
BUY
$37.39 - $41.11 $13.9 Million - $15.3 Million
372,476 New
372,476 $13.9 Million

Others Institutions Holding FVD

# of Institutions
656
Shares Held
138M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR VALUE LINE DIVID INDE

FVD Quotes by TradingView
  • Ticker FVD
  • Sector ETFs
  • Industry ETFs
More about FVD
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