Proactive Wealth Strategies LLC FVD Holdings History
Proactive Wealth Strategies LLC's First Trust Value Line Dividend Index Fund Holding Summary
As of 2025-03-31, Proactive Wealth Strategies LLC held 106,027.00 shares of First Trust Value Line Dividend Index Fund(FVD), totaling $4.73 Mil. This investment constitutes 2.52% of their stock portfolio, and Proactive Wealth Strategies LLC now holds 0.05% of the outstanding First Trust Value Line Dividend Index Fund(FVD) stock.
The initial trade took place in 2024Q3. In addition, there have been 2 sales at an average price of $44.86 for 62,775.00 shares. Based on historical transaction data and FVD's current price of $45.13, Proactive Wealth Strategies LLC's estimated gain on his FVD holdings is $278,276.86, reflecting a 3.80% gain to date.
Proactive Wealth Strategies LLC FVD ($45.13) Holding Chart
Proactive Wealth Strategies LLC FVD ($45.13) 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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