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First Tr Exchange Traded Fd lng dur oprtun shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of First Tr Exchange Traded Fd lng dur oprtun (LGOV) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in First Tr Exchange Traded Fd lng dur oprtun

May 2024Jul 2024Sep 2024Nov 2024Jan 20252M2.2M2.4M2.6M2.8M100k110k120k
Value ($)Share countHistorical LGOV position of Envestnet Portfolio Solutions Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd lng dur oprtun held by Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange Traded Fd lng dur oprtun by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.4M 113k 20.84
2024-09-30 $2.8M 123k 22.40
2024-06-30 $2.0M 95k 21.03
2024-03-31 $2.1M 98k 21.38

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Trust For Professional Man Activepassive Us (APUE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Trust For Professional Man Activepassive Eq (APIE)
Trust For Professional Man Activepassive Cr (APCB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr National Mun Etf (MUB)

View all positions for Envestnet Portfolio Solutions

Top funds holding First Tr Exchange Traded Fd lng dur oprtun

LPL Financial
Raymond James Financial
Morgan Stanley
Envestnet Asset Management
Atria Wealth Solutions
Cambridge Investment Research Advisors
GDS Wealth Management
Royal Bank of Canada
HighTower Advisors
Raymond James & Associates
Financial Enhancement
Marshall Financial Group
Csenge Advisory Group
Stephens
Advisor Group Holdings

View all funds holding First Tr Exchange Traded Fd lng dur oprtun