How many shares of FTXO does ENVESTNET ASSET MANAGEMENT INC own?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC holds 203,170 shares of FTXO (FIRST TR EXCHANGE TRADED FD).

What is ENVESTNET ASSET MANAGEMENT INC's FTXO position worth?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC's FTXO position is worth $8.4M.

Is ENVESTNET ASSET MANAGEMENT INC buying or selling FTXO?

In 2026-Q2, ENVESTNET ASSET MANAGEMENT INC increased their FTXO position (+0.5% change in shares).

When did ENVESTNET ASSET MANAGEMENT INC first buy FTXO?

Based on available 13F filings, ENVESTNET ASSET MANAGEMENT INC first reported a position in FTXO in 2018-Q4. They have held the position across 28 quarters.

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ENVESTNET ASSET MANAGEMENT INC

FTXO
28 quarters

Position history for ENVESTNET ASSET MANAGEMENT INC's holdings in FIRST TR EXCHANGE TRADED FD

Current Value

$8.4M

Current Shares

203,170

Total Value Change

+$5.1M

Total Shares Change

+52,945

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	203,170	+0.5%	$8.4M	0.0%	$41.33	28
2026-Q1	Decreased	202,219	-23.7%	$7.3M	0.0%	$37.33	0
2025-Q4	Decreased	265,154	-27.1%	$10M	0.0%	$38.13	0
2025-Q3	Increased	363,898	+1.0%	$13M	0.0%	$35.68	28
2025-Q2	Increased	360,429	+0.9%	$11.9M	0.0%	$32.51	28
2025-Q1	Increased	357,224	+6.6%	$10.9M	0.0%	$29.53	30
2024-Q4	New	335,017	-	$10.7M	0.0%	$31.14	38
2024-Q2	Exited	0	-100.0%	$0	0.0%	$25.68	0
2024-Q1	Decreased	7,442	-72.6%	$201,987	0.0%	$26.04	0
2023-Q4	Decreased	27,178	-88.3%	$686,525	0.0%	$24.13	0
2023-Q3	Decreased	232,571	-3.0%	$4.8M	0.0%	$19.57	0
2023-Q2	Decreased	239,796	-4.4%	$5.1M	0.0%	$19.92	0
2023-Q1	Decreased	250,768	-47.0%	$5.3M	0.0%	$19.52	0
2022-Q4	Increased	472,795	+51.3%	$12.4M	0.0%	$24.12	39
2022-Q3	Increased	312,560	+6.7%	$8.1M	0.0%	$23.71	29
2022-Q2	Decreased	292,975	-0.3%	$7.6M	0.0%	$23.97	0
2022-Q1	Increased	293,991	+6.9%	$9.3M	0.0%	$29.30	30
2021-Q4	Increased	275,106	+24.7%	$9M	0.0%	$29.38	34
2021-Q3	Increased	220,565	+10.2%	$7.2M	0.0%	$29.48	30
2021-Q2	Increased	200,085	+6.3%	$6.2M	0.0%	$27.33	29
2021-Q1	Increased	188,287	+17.9%	$5.9M	0.0%	$27.66	32
2020-Q4	New	159,753	-	$3.8M	0.0%	$20.79	37
2020-Q1	Exited	0	-100.0%	$0	0.0%	$13.89	0
2019-Q4	Increased	35,862	+3.8%	$1M	0.0%	$23.87	26
2019-Q3	Decreased	34,552	-73.3%	$884,000	0.0%	$21.63	0
2019-Q2	Increased	129,218	+26.9%	$3.3M	0.0%	$21.17	33
2019-Q1	Decreased	101,828	-32.2%	$2.5M	0.0%	$20.21	0
2018-Q4	New	150,225	-	$3.3M	0.0%	$18.23	37

Other major holders of FTXO: LPL Financial LLC, WELLS FARGO & COMPANY/MN, MORGAN STANLEY

FTXO28 quarters

FTXO
28 quarters