Proactive Wealth Strategies LLC First Trust Industrials/Produc Transaction History
Proactive Wealth Strategies LLC
- $215 Million
- Q3 2025
A detailed history of Proactive Wealth Strategies LLC transactions in First Trust Industrials/Produc stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 53,106 shares of FXR stock, worth $4.01 Million. This represents 1.93% of its overall portfolio holdings.
Number of Shares
53,106
Previous 54,911
3.29%
Holding current value
$4.01 Million
Previous $4.08 Million
1.72%
% of portfolio
1.93%
Previous 1.92%
Shares
5 transactions
Others Institutions Holding FXR
# of Institutions
186Shares Held
21.7MCall Options Held
0Put Options Held
0-
First Trust Advisors LP Wheaton, IL9.98MShares$754 Million0.61% of portfolio
-
Wells Fargo & Company San Francisco, CA1.83MShares$138 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.48MShares$112 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.01MShares$76.6 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL658KShares$49.7 Million0.02% of portfolio