Proactive Wealth Strategies LLC First Trust Us Equity Opportun Transaction History

Proactive Wealth Strategies LLC

  • $215 Million
  • Q3 2025

A detailed history of Proactive Wealth Strategies LLC transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 20,307 shares of FPX stock, worth $3.19 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares
20,307
Previous 20,231 0.38%
Holding current value
$3.19 Million
Previous $2.93 Million 15.08%
% of portfolio
1.57%
Previous 1.38%

Shares

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

Nov 05, 2025
BUY
$141.57 - $166.21 $10,759 - $12,631
76 Added 0.38%
20,307 $3.37 Million
Q2 2025

Aug 13, 2025
SELL
$99.2 - $144.91 $149,097 - $217,799
-1,503 Reduced 6.92%
20,231 $2.93 Million
Q1 2025

Apr 23, 2025
SELL
$106.21 - $143.53 $38,660 - $52,244
-364 Reduced 1.65%
21,734 $2.43 Million
Q4 2024

Jan 31, 2025
BUY
$109.38 - $131.9 $320,702 - $386,730
2,932 Added 15.3%
22,098 $2.64 Million
Q3 2024

Nov 04, 2024
BUY
$92.33 - $110.55 $1.77 Million - $2.12 Million
19,166 New
19,166 $2.11 Million

Others Institutions Holding FPX

# of Institutions
222
Shares Held
3.67M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST US EQUITY OPPORTUN

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