Proactive Wealth Strategies LLC First Tr Morningstar Dividend Transaction History

Proactive Wealth Strategies LLC

$215 Million
Q3 2025

A detailed history of Proactive Wealth Strategies LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 77,808 shares of FDL stock, worth $3.39 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares

77,808

Previous 77,732 0.1%

Holding current value

$3.39 Million

Previous $3.26 Million 3.75%

% of portfolio

1.57%

Previous 1.54%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$41.96 - $44.59 $3,188 - $3,388	76 Added 0.1%	77,808 $3.38 Million
Q2 2025 Aug 13, 2025	BUY	$38.19 - $43.19 $21,500 - $24,315	563 Added 0.73%	77,732 $3.26 Million
Q1 2025 Apr 23, 2025	SELL	$39.69 - $43.83 $54,811 - $60,529	-1,381 Reduced 1.76%	77,169 $3.35 Million
Q4 2024 Jan 31, 2025	BUY	$39.59 - $43.95 $266,994 - $296,398	6,744 Added 9.39%	78,550 $3.16 Million
Q3 2024 Nov 04, 2024	BUY	$37.66 - $42.06 $2.7 Million - $3.02 Million	71,806 New	71,806 $3.01 Million

Others Institutions Holding FDL

# of Institutions

483

Shares Held

86.3M

Call Options Held

Put Options Held

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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Proactive Wealth Strategies LLC First Tr Morningstar Dividend Transaction History