Proactive Wealth Strategies LLC First Tr Exchange Traded Fd Iv Transaction History
Proactive Wealth Strategies LLC
- $212 Million
- Q2 2025
A detailed history of Proactive Wealth Strategies LLC transactions in First Tr Exchange Traded Fd Iv stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 42,750 shares of FCVT stock, worth $1.72 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
42,750
Previous 42,615
0.32%
Holding current value
$1.72 Million
Previous $1.49 Million
11.49%
% of portfolio
0.78%
Previous 0.79%
Shares
4 transactions
Others Institutions Holding FCVT
# of Institutions
59Shares Held
1.81MCall Options Held
0Put Options Held
0-
Concurrent Investment Advisors, LLC Tampa, FL304KShares$12.2 Million0.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC169KShares$6.8 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ157KShares$6.3 Million0.01% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE143KShares$5.74 Million0.3% of portfolio
-
Jane Street Group, LLC New York, NY133KShares$5.35 Million0.0% of portfolio