FTCM
ENV

First Trust Capital Management’s ENVESTNET, INC. ENV Stock Holding History

First Trust Capital Management’s Portfolio ENV Stock Details ENV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-569,834
Closed -$35.7M – 143
2024
Q3 		$35.7M Buy
+569,834
New +$35.5M 2.38% 11

Other funds holding ENV

SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

First Trust Capital Management's ENV Position: Q4 2024 in Review

First Trust Capital Management sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 569,834 shares — an estimated $35.7M sold.

First Trust Capital Management first reported a position in ENV in Q3 2024 and held it in 1 quarter. The position peaked at $35.7M in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

  • First Trust Capital Management reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
  • First Trust Capital Management sold 569,834 ENVESTNET, INC. shares in Q4 2024, an estimated $35.7M.
  • First Trust Capital Management first reported a position in ENVESTNET, INC. in Q3 2024 and held it in 1 quarter.
  • First Trust Capital Management's ENVESTNET, INC. position peaked at $35.7M in Q3 2024.
  • 1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on First Trust Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.