Envestnet Portfolio Solutions, Inc. First Tr ETF Vi Smid Cap Risin Transaction History

Envestnet Portfolio Solutions, Inc.

$23.7 Billion
Q1 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 106,418 shares of SDVY stock, worth $3.36 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

106,418

Previous 62,094 71.38%

Holding current value

$3.36 Million

Previous $2.23 Million 60.15%

% of portfolio

0.02%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$32.49 - $37.99 $1.44 Million - $1.68 Million	44,324 Added 71.38%	106,418 $3.57 Million
Q4 2024 Feb 10, 2025	BUY	$35.45 - $40.33 $399,876 - $454,922	11,280 Added 22.2%	62,094 $2.23 Million
Q3 2024 Oct 31, 2024	SELL	$32.65 - $36.69 $301,588 - $338,905	-9,237 Reduced 15.38%	50,814 $1.85 Million
Q2 2024 Jul 16, 2024	BUY	$32.33 - $34.91 $196,243 - $211,903	6,070 Added 11.24%	60,051 $2 Million
Q1 2024 May 06, 2024	BUY	$31.21 - $34.82 $722,449 - $806,013	23,148 Added 75.08%	53,981 $1.88 Million
Q4 2023 Feb 07, 2024	BUY	$26.48 - $33.23 $193,727 - $243,110	7,316 Added 31.11%	30,833 $1.01 Million
Q3 2023 Nov 13, 2023	BUY	$27.7 - $30.38 $651,420 - $714,446	23,517 New	23,517 $663,000

Others Institutions Holding SDVY

# of Institutions

512

Shares Held

176M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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Envestnet Portfolio Solutions, Inc. First Tr ETF Vi Smid Cap Risin Transaction History