Proactive Wealth Strategies LLC First Trust Small Cap Transaction History

Proactive Wealth Strategies LLC

  • $215 Million
  • Q3 2025

A detailed history of Proactive Wealth Strategies LLC transactions in First Trust Small Cap stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 65,746 shares of FYT stock, worth $3.58 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares
65,746
Previous 69,381 5.24%
Holding current value
$3.58 Million
Previous $3.5 Million 5.0%
% of portfolio
1.71%
Previous 1.65%

Shares

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

Nov 05, 2025
SELL
$50.45 - $57.45 $183,385 - $208,830
-3,635 Reduced 5.24%
65,746 $3.67 Million
Q2 2025

Aug 13, 2025
SELL
$42.78 - $50.73 $100,533 - $119,215
-2,350 Reduced 3.28%
69,381 $3.5 Million
Q1 2025

Apr 23, 2025
SELL
$48.74 - $56.7 $99,332 - $115,554
-2,038 Reduced 2.76%
71,731 $3.57 Million
Q4 2024

Jan 31, 2025
SELL
$53.73 - $60.73 $233,725 - $264,175
-4,350 Reduced 5.57%
73,769 $4.06 Million
Q3 2024

Nov 04, 2024
BUY
$50.68 - $58.56 $3.96 Million - $4.57 Million
78,119 New
78,119 $4.34 Million

Others Institutions Holding FYT

# of Institutions
73
Shares Held
2.15M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST SMALL CAP

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