Proactive Wealth Strategies LLC FV Holdings History
Proactive Wealth Strategies LLC's First Trust Dorsey Wright Focus 5 ETF Holding Summary
As of 2025-03-31, Proactive Wealth Strategies LLC held 309,595.00 shares of First Trust Dorsey Wright Focus 5 ETF(FV), totaling $16.98 Mil. This investment constitutes 9.05% of their stock portfolio, and Proactive Wealth Strategies LLC now holds 0.49% of the outstanding First Trust Dorsey Wright Focus 5 ETF(FV) stock.
The initial trade took place in 2024Q3. And since then Proactive Wealth Strategies LLC has made 2 purchases of FV, at an average price of $56.40, for a total of 309,595.00 shares. Based on historical transaction data and FV's current price of $59.93, Proactive Wealth Strategies LLC's estimated gain on his FV holdings is $1.09 Mil, reflecting a 6.26% gain to date.
Proactive Wealth Strategies LLC FV ($59.93) Holding Chart
Proactive Wealth Strategies LLC FV ($59.93) 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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