Number of Shares
71,731.00
Current Holdings Value*
$3.57 Mil
% of Portfolio
1.9%
Total Estimate Gain
$-99,459.64
% of Total Estimate Gain
-2.33%

Proactive Wealth Strategies LLC's FIRST TR EXCH TRD Holding Summary

As of 2025-03-31, Proactive Wealth Strategies LLC held 71,731.00 shares of FIRST TR EXCH TRD(FYT), totaling $3.57 Mil. This investment constitutes 1.9% of their stock portfolio, and Proactive Wealth Strategies LLC now holds 2.71% of the outstanding FIRST TR EXCH TRD(FYT) stock.

The initial trade took place in 2024Q3. In addition, there have been 2 sales at an average price of $55.54 for 6,388.00 shares. Based on historical transaction data and FYT's current price of $53.13, Proactive Wealth Strategies LLC's estimated gain on his FYT holdings is $-99,459.64, reflecting a -2.33% gain to date.

Proactive Wealth Strategies LLC FYT ($53.13) Holding Chart

Proactive Wealth Strategies LLC FYT ($53.13) 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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