A detailed history of Proactive Wealth Strategies LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 15,531 shares of FPE stock, worth $276,141. This represents 0.14% of its overall portfolio holdings.

Number of Shares
15,531
Previous 20,024 22.44%
Holding current value
$276,141
Previous $362,000 24.03%
% of portfolio
0.14%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025

SELL
$17.65 - $18.18 $79,301 - $81,682
-4,493 Reduced 22.44%
15,531 $275,000
Q3 2024

Nov 04, 2024

BUY
$17.35 - $18.22 $347,416 - $364,837
20,024 New
20,024 $362,000

Others Institutions Holding FPE

About FIRST TR PFD SECS & INCOME ETF


  • Ticker FPE
  • Sector ETFs
  • Industry ETFs
More about FPE
Track This Portfolio

Track Proactive Wealth Strategies LLC Portfolio

Follow Proactive Wealth Strategies LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Proactive Wealth Strategies LLC, based on Form 13F filings with the SEC.

News

Stay updated on Proactive Wealth Strategies LLC with notifications on news.