Proactive Wealth Strategies LLC First Trust Small Cap Growth A Transaction History

Proactive Wealth Strategies LLC

  • $215 Million
  • Q3 2025

A detailed history of Proactive Wealth Strategies LLC transactions in First Trust Small Cap Growth A stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 9,645 shares of FYC stock, worth $880,492. This represents 0.41% of its overall portfolio holdings.

Number of Shares
9,645
Previous 9,464 1.91%
Holding current value
$880,492
Previous $753,000 16.07%
% of portfolio
0.41%
Previous 0.36%

Shares

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

Nov 05, 2025
BUY
$77.98 - $92.23 $14,114 - $16,693
181 Added 1.91%
9,645 $874,000
Q2 2025

Aug 13, 2025
BUY
$61.01 - $79.58 $577,398 - $753,145
9,464 New
9,464 $753,000

Others Institutions Holding FYC

# of Institutions
124
Shares Held
5.02M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST SMALL CAP GROWTH A

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