Proactive Wealth Strategies LLC First Tr Morningstar Dividend Transaction History

Proactive Wealth Strategies LLC

  • $212 Million
  • Q2 2025

A detailed history of Proactive Wealth Strategies LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 77,732 shares of FDL stock, worth $3.4 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares
77,732
Previous 77,169 0.73%
Holding current value
$3.4 Million
Previous $3.35 Million 2.89%
% of portfolio
1.54%
Previous 1.79%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$38.19 - $43.19 $21,500 - $24,315
563 Added 0.73%
77,732 $3.26 Million
Q1 2025

Apr 23, 2025
SELL
$39.69 - $43.83 $54,811 - $60,529
-1,381 Reduced 1.76%
77,169 $3.35 Million
Q4 2024

Jan 31, 2025
BUY
$39.59 - $43.95 $266,994 - $296,398
6,744 Added 9.39%
78,550 $3.16 Million
Q3 2024

Nov 04, 2024
BUY
$37.66 - $42.06 $2.7 Million - $3.02 Million
71,806 New
71,806 $3.01 Million

Others Institutions Holding FDL

# of Institutions
484
Shares Held
82.6M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR MORNINGSTAR DIVIDEND

FDL Quotes by TradingView
  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
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