Proactive Wealth Strategies LLC FXU Holdings History
Proactive Wealth Strategies LLC's First Trust Utilities AlphaDEX Fund Holding Summary
As of 2025-03-31, Proactive Wealth Strategies LLC held 57,453.00 shares of First Trust Utilities AlphaDEX Fund(FXU), totaling $2.36 Mil. This investment constitutes 1.26% of their stock portfolio, and Proactive Wealth Strategies LLC now holds 0.16% of the outstanding First Trust Utilities AlphaDEX Fund(FXU) stock.
The initial trade took place in 2024Q3. And since then Proactive Wealth Strategies LLC has made 2 purchases of FXU, at an average price of $38.10, for a total of 57,453.00 shares. Based on historical transaction data and FXU's current price of $42.45, Proactive Wealth Strategies LLC's estimated gain on his FXU holdings is $250,073.93, reflecting a 11.43% gain to date.
Proactive Wealth Strategies LLC FXU ($42.45) Holding Chart
Proactive Wealth Strategies LLC FXU ($42.45) 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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