Proactive Wealth Strategies LLC FTSM Holdings History
Proactive Wealth Strategies LLC's First Trust Enhanced Short Maturity ETF Holding Summary
As of 2025-03-31, Proactive Wealth Strategies LLC held 64,182.00 shares of First Trust Enhanced Short Maturity ETF(FTSM), totaling $3.84 Mil. This investment constitutes 2.05% of their stock portfolio, and Proactive Wealth Strategies LLC now holds 0.06% of the outstanding First Trust Enhanced Short Maturity ETF(FTSM) stock.
The initial trade took place in 2024Q3. And since then Proactive Wealth Strategies LLC has made 2 purchases of FTSM, at an average price of $59.90, for a total of 64,182.00 shares. Based on historical transaction data and FTSM's current price of $59.88, Proactive Wealth Strategies LLC's estimated gain on his FTSM holdings is $-1,604.55, reflecting a -0.04% gain to date.
Proactive Wealth Strategies LLC FTSM ($59.88) Holding Chart
Proactive Wealth Strategies LLC FTSM ($59.88) 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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