Proactive Wealth Strategies LLC First Trust Dorsey Wright Focu Transaction History
Proactive Wealth Strategies LLC
- $212 Million
- Q2 2025
A detailed history of Proactive Wealth Strategies LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 314,250 shares of FV stock, worth $19.1 Million. This represents 8.79% of its overall portfolio holdings.
Number of Shares
314,250
Previous 309,595
1.5%
Holding current value
$19.1 Million
Previous $17 Million
9.64%
% of portfolio
8.79%
Previous 9.06%
Shares
4 transactions
Others Institutions Holding FV
# of Institutions
346Shares Held
43.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.23MShares$379 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.42MShares$269 Million0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA3.93MShares$239 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC2.85MShares$174 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.36MShares$144 Million0.05% of portfolio