Proactive Wealth Strategies LLC First Trust Small Cap Transaction History

Proactive Wealth Strategies LLC

  • $188 Million
  • Q1 2025

A detailed history of Proactive Wealth Strategies LLC transactions in First Trust Small Cap stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 71,731 shares of FYT stock, worth $3.33 Million. This represents 1.9% of its overall portfolio holdings.

Number of Shares
71,731
Previous 73,769 2.76%
Holding current value
$3.33 Million
Previous $4.06 Million 12.1%
% of portfolio
1.9%
Previous 2.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$48.74 - $56.7 $99,332 - $115,554
-2,038 Reduced 2.76%
71,731 $3.57 Million
Q4 2024

Jan 31, 2025
SELL
$53.73 - $60.73 $233,725 - $264,175
-4,350 Reduced 5.57%
73,769 $4.06 Million
Q3 2024

Nov 04, 2024
BUY
$50.68 - $58.56 $3.96 Million - $4.57 Million
78,119 New
78,119 $4.34 Million

Others Institutions Holding FYT

# of Institutions
78
Shares Held
2.54M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST SMALL CAP

FYT Quotes by TradingView
  • Ticker FYT
  • Sector ETFs
  • Industry ETFs
More about FYT
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.

Choose your preferred platform and Sign Up 👇 Telegram Email