Proactive Wealth Strategies LLC First Tr Fd Dow Jones Transaction History

Proactive Wealth Strategies LLC

  • $212 Million
  • Q2 2025

A detailed history of Proactive Wealth Strategies LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 13,082 shares of FDN stock, worth $3.66 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares
13,082
Previous 13,517 3.22%
Holding current value
$3.66 Million
Previous $3 Million 17.32%
% of portfolio
1.66%
Previous 1.6%

Shares

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

Aug 13, 2025
SELL
$200.29 - $269.33 $87,126 - $117,158
-435 Reduced 3.22%
13,082 $3.52 Million
Q1 2025

Apr 23, 2025
SELL
$221.38 - $266.86 $65,971 - $79,524
-298 Reduced 2.16%
13,517 $3 Million
Q4 2024

Jan 31, 2025
SELL
$210.5 - $257.24 $101,882 - $124,504
-484 Reduced 3.38%
13,815 $3.36 Million
Q3 2024

Nov 04, 2024
BUY
$183.68 - $212.48 $2.63 Million - $3.04 Million
14,299 New
14,299 $3.03 Million

Others Institutions Holding FDN

# of Institutions
657
Shares Held
16.5M
Call Options Held
50.3K
Put Options Held
47.1K
View Full List

About FIRST TR FD DOW JONES

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