Proactive Wealth Strategies LLC FTLS Holdings History
Proactive Wealth Strategies LLC's First Trust Long/Short Equity ETF Holding Summary
As of 2025-03-31, Proactive Wealth Strategies LLC held 84,591.00 shares of First Trust Long/Short Equity ETF(FTLS), totaling $5.42 Mil. This investment constitutes 2.89% of their stock portfolio, and Proactive Wealth Strategies LLC now holds 0.28% of the outstanding First Trust Long/Short Equity ETF(FTLS) stock.
The initial trade took place in 2024Q3. And since then Proactive Wealth Strategies LLC has made 2 purchases of FTLS, at an average price of $63.24, for a total of 84,591.00 shares. Based on historical transaction data and FTLS's current price of $66.30, Proactive Wealth Strategies LLC's estimated gain on his FTLS holdings is $258,928.57, reflecting a 4.84% gain to date.
Proactive Wealth Strategies LLC FTLS ($66.30) Holding Chart
Proactive Wealth Strategies LLC FTLS ($66.30) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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