Proactive Wealth Strategies LLC First Tr Fd Dow Jones Transaction History

Proactive Wealth Strategies LLC

$215 Million
Q3 2025

A detailed history of Proactive Wealth Strategies LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 13,032 shares of FDN stock, worth $3.51 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares

13,032

Previous 13,082 0.38%

Holding current value

$3.51 Million

Previous $3.52 Million 3.49%

% of portfolio

1.7%

Previous 1.66%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	SELL	$264.06 - $287.34 $13,203 - $14,366	-50 Reduced 0.38%	13,032 $3.65 Million
Q2 2025 Aug 13, 2025	SELL	$200.29 - $269.33 $87,126 - $117,158	-435 Reduced 3.22%	13,082 $3.52 Million
Q1 2025 Apr 23, 2025	SELL	$221.38 - $266.86 $65,971 - $79,524	-298 Reduced 2.16%	13,517 $3 Million
Q4 2024 Jan 31, 2025	SELL	$210.5 - $257.24 $101,882 - $124,504	-484 Reduced 3.38%	13,815 $3.36 Million
Q3 2024 Nov 04, 2024	BUY	$183.68 - $212.48 $2.63 Million - $3.04 Million	14,299 New	14,299 $3.03 Million

Others Institutions Holding FDN

# of Institutions

646

Shares Held

17M

Call Options Held

42K

Put Options Held

21.2K

View Full List

About FIRST TR FD DOW JONES

Ticker FDN
Sector ETFs
Industry ETFs

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Proactive Wealth Strategies LLC First Tr Fd Dow Jones Transaction History