Proactive Wealth Strategies LLC FXD Holdings History
Proactive Wealth Strategies LLC's First Trust Consumer Discretionary AlphaDEX Fund Holding Summary
As of 2025-03-31, Proactive Wealth Strategies LLC held - shares of First Trust Consumer Discretionary AlphaDEX Fund(FXD), totaling N/A. This investment constitutes 0% of their stock portfolio, and Proactive Wealth Strategies LLC now holds 0% of the outstanding First Trust Consumer Discretionary AlphaDEX Fund(FXD) stock.
The initial trade took place in 2024Q3. And since then Proactive Wealth Strategies LLC has made 1 purchases of FXD, at an average price of $60.39, for a total of 24,195.00 shares. In addition, there have been 1 sales at an average price of $63.40 for 24,195.00 shares. Based on historical transaction data and FXD's current price of $65.57, Proactive Wealth Strategies LLC's estimated gain on his FXD holdings is $72,790.86, reflecting a 4.98% gain to date.
Proactive Wealth Strategies LLC FXD ($65.57) Holding Chart
Proactive Wealth Strategies LLC FXD ($65.57) 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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