Proactive Wealth Strategies LLC First Tr Multi Cap Growth Alph Transaction History

Proactive Wealth Strategies LLC

  • $215 Million
  • Q3 2025

A detailed history of Proactive Wealth Strategies LLC transactions in First Tr Multi Cap Growth Alph stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 5,321 shares of FAD stock, worth $833,534. This represents 0.4% of its overall portfolio holdings.

Number of Shares
5,321
Previous 5,318 0.06%
Holding current value
$833,534
Previous $781,000 9.35%
% of portfolio
0.4%
Previous 0.37%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$145.87 - $162.49 $437 - $487
3 Added 0.06%
5,321 $854,000
Q2 2025

Aug 13, 2025
BUY
$114.67 - $146.82 $229 - $293
2 Added 0.04%
5,318 $781,000
Q4 2024

Jan 31, 2025
BUY
$131.79 - $150.3 $1,581 - $1,803
12 Added 0.23%
5,316 $735,000
Q3 2024

Nov 04, 2024
BUY
$118.04 - $133.6 $626,084 - $708,614
5,304 New
5,304 $709,000

Others Institutions Holding FAD

# of Institutions
90
Shares Held
1.62M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR MULTI CAP GROWTH ALPH

FAD Quotes by TradingView
  • Ticker FAD
  • Sector ETFs
  • Industry ETFs
More about FAD
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