Proactive Wealth Strategies LLC First Trust Industrials/Produc Transaction History
Proactive Wealth Strategies LLC
- $188 Million
- Q1 2025
A detailed history of Proactive Wealth Strategies LLC transactions in First Trust Industrials/Produc stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 55,181 shares of FXR stock, worth $3.62 Million. This represents 2.05% of its overall portfolio holdings.
Number of Shares
55,181
Previous 55,306
0.23%
Holding current value
$3.62 Million
Previous $4.14 Million
7.11%
% of portfolio
2.05%
Previous 2.16%
Shares
3 transactions
Others Institutions Holding FXR
# of Institutions
195Shares Held
23.9MCall Options Held
0Put Options Held
12.5K-
First Trust Advisors LP Wheaton, IL10.6MShares$696 Million0.73% of portfolio
-
Wells Fargo & Company San Francisco, CA2.05MShares$135 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.81MShares$119 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.34MShares$88.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC760KShares$49.9 Million0.02% of portfolio