Proactive Wealth Strategies LLC First Tr Mid Cap Core Alphadex Transaction History

Proactive Wealth Strategies LLC

  • $188 Million
  • Q1 2025

A detailed history of Proactive Wealth Strategies LLC transactions in First Tr Mid Cap Core Alphadex stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 12,198 shares of FNX stock, worth $1.25 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
12,198
Previous 12,806 4.75%
Holding current value
$1.25 Million
Previous $1.48 Million 10.32%
% of portfolio
0.71%
Previous 0.77%

Shares

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

Apr 23, 2025
SELL
$105.28 - $121.93 $64,010 - $74,133
-608 Reduced 4.75%
12,198 $1.33 Million
Q4 2024

Jan 31, 2025
BUY
$114.77 - $127.28 $1,147 - $1,272
10 Added 0.08%
12,806 $1.48 Million
Q3 2024

Nov 04, 2024
BUY
$106.85 - $117.19 $1.37 Million - $1.5 Million
12,796 New
12,796 $1.5 Million

Others Institutions Holding FNX

# of Institutions
207
Shares Held
7.82M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR MID CAP CORE ALPHADEX

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