Proactive Wealth Strategies LLC First Trust Small Cap Transaction History

Proactive Wealth Strategies LLC

  • $212 Million
  • Q2 2025

A detailed history of Proactive Wealth Strategies LLC transactions in First Trust Small Cap stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 69,381 shares of FYT stock, worth $3.92 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares
69,381
Previous 71,731 3.28%
Holding current value
$3.92 Million
Previous $3.57 Million 1.91%
% of portfolio
1.65%
Previous 1.9%

Shares

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

Aug 13, 2025
SELL
$42.78 - $50.73 $100,533 - $119,215
-2,350 Reduced 3.28%
69,381 $3.5 Million
Q1 2025

Apr 23, 2025
SELL
$48.74 - $56.7 $99,332 - $115,554
-2,038 Reduced 2.76%
71,731 $3.57 Million
Q4 2024

Jan 31, 2025
SELL
$53.73 - $60.73 $233,725 - $264,175
-4,350 Reduced 5.57%
73,769 $4.06 Million
Q3 2024

Nov 04, 2024
BUY
$50.68 - $58.56 $3.96 Million - $4.57 Million
78,119 New
78,119 $4.34 Million

Others Institutions Holding FYT

# of Institutions
73
Shares Held
2.01M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST SMALL CAP

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