Proactive Wealth Strategies LLC First Tr ETF Viii Low Duration Transaction History

Proactive Wealth Strategies LLC

  • $215 Million
  • Q3 2025

A detailed history of Proactive Wealth Strategies LLC transactions in First Tr ETF Viii Low Duration stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 40,148 shares of LDSF stock, worth $768,031. This represents 0.36% of its overall portfolio holdings.

Number of Shares
40,148
Previous 39,717 1.09%
Holding current value
$768,031
Previous $755,000 1.59%
% of portfolio
0.36%
Previous 0.36%

Shares

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

Nov 05, 2025
BUY
$18.93 - $19.22 $8,158 - $8,283
431 Added 1.09%
40,148 $767,000
Q2 2025

Aug 13, 2025
BUY
$18.64 - $19.01 $950 - $969
51 Added 0.13%
39,717 $755,000
Q1 2025

Apr 23, 2025
BUY
$18.68 - $18.94 $7,864 - $7,973
421 Added 1.07%
39,666 $748,000
Q4 2024

Jan 31, 2025
SELL
$18.74 - $19.18 $26,011 - $26,621
-1,388 Reduced 3.42%
39,245 $737,000
Q3 2024

Nov 04, 2024
BUY
$18.64 - $19.24 $757,399 - $781,778
40,633 New
40,633 $779,000

Others Institutions Holding LDSF

# of Institutions
66
Shares Held
5.47M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VIII LOW DURATION

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