Proactive Wealth Strategies LLC FXR Holdings History
Proactive Wealth Strategies LLC's First Trust Industrials/Producer Durables AlphaDEX Fund Holding Summary
As of 2025-03-31, Proactive Wealth Strategies LLC held 55,181.00 shares of First Trust Industrials/Producer Durables AlphaDEX Fund(FXR), totaling $3.84 Mil. This investment constitutes 2.05% of their stock portfolio, and Proactive Wealth Strategies LLC now holds 0.22% of the outstanding First Trust Industrials/Producer Durables AlphaDEX Fund(FXR) stock.
The initial trade took place in 2024Q3. In addition, there have been 2 sales at an average price of $76.84 for 322.00 shares. Based on historical transaction data and FXR's current price of $76.79, Proactive Wealth Strategies LLC's estimated gain on his FXR holdings is $305,837.75, reflecting a 7.73% gain to date.
Proactive Wealth Strategies LLC FXR ($76.79) Holding Chart
Proactive Wealth Strategies LLC FXR ($76.79) 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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