Proactive Wealth Strategies LLC First Tr Fd Dow Jones Transaction History
Proactive Wealth Strategies LLC
- $188 Million
- Q1 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 13,517 shares of FDN stock, worth $3.66 Million. This represents 1.6% of its overall portfolio holdings.
Number of Shares
13,517
Previous 13,815
2.16%
Holding current value
$3.66 Million
Previous $3.36 Million
10.6%
% of portfolio
1.6%
Previous 1.75%
Shares
3 transactions
Others Institutions Holding FDN
# of Institutions
643Shares Held
16.7MCall Options Held
111KPut Options Held
84.5K-
First Trust Advisors LP Wheaton, IL3.2MShares$868 Million0.66% of portfolio
-
Morgan Stanley New York, NY1.52MShares$411 Million0.02% of portfolio
-
Ubs Group Ag1.15MShares$312 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA1.04MShares$280 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC746KShares$202 Million0.07% of portfolio