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First Trust Cnsmer Disry Alpha Fnd shares owned by Proactive Wealth Strategies

Quarter-by-quarter ownership of First Trust Cnsmer Disry Alpha Fnd (FXD) shares owned by Proactive Wealth Strategies from 13F filings

Historical chart of Proactive Wealth Strategies investment in First Trust Cnsmer Disry Alpha Fnd

Tip: Access up to 7 years of quarterly data

All positions including First Trust Cnsmer Disry Alpha Fnd held by Proactive Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Cnsmer Disry Alpha Fnd by Proactive Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.6M 24k 64.64
2024-09-30 $1.5M 24k 63.30

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Top funds holding First Trust Cnsmer Disry Alpha Fnd

First Trust Advisors
Wells Fargo & Company
Morgan Stanley
Raymond James Financial
Raymond James Financial Services Advisors
LPL Financial
O'Dell Group
Goss Wealth Management
CFG Asset Management
Bank of America Corporation
Nilsine Partners
Advisory Services Network
Raymond James & Associates
Janney Montgomery Scott
Benjamin Edwards

View all funds holding First Trust Cnsmer Disry Alpha Fnd