Proactive Wealth Strategies LLC First Tr Multi Cap Value Alpha Transaction History

Proactive Wealth Strategies LLC

  • $212 Million
  • Q2 2025

A detailed history of Proactive Wealth Strategies LLC transactions in First Tr Multi Cap Value Alpha stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 8,026 shares of FAB stock, worth $691,279. This represents 0.31% of its overall portfolio holdings.

Number of Shares
8,026
Previous 7,995 0.39%
Holding current value
$691,279
Previous $636,000 2.52%
% of portfolio
0.31%
Previous 0.34%

Shares

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

Aug 13, 2025
BUY
$68.87 - $81.27 $2,134 - $2,519
31 Added 0.39%
8,026 $652,000
Q1 2025

Apr 23, 2025
BUY
$77.33 - $86.01 $1,546 - $1,720
20 Added 0.25%
7,995 $636,000
Q4 2024

Jan 31, 2025
BUY
$81.02 - $90.16 $4,456 - $4,958
55 Added 0.69%
7,975 $658,000
Q3 2024

Nov 04, 2024
BUY
$77.64 - $85.16 $614,908 - $674,467
7,920 New
7,920 $669,000

Others Institutions Holding FAB

# of Institutions
68
Shares Held
735K
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR MULTI CAP VALUE ALPHA

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