Proactive Wealth Strategies LLC
Position in FFA — First Trust Enhanced Equity Income Fund
CIK 2043129
MARIETTA, GA
Position in FFA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$263,892
+$27,293 QoQ
Shares Held
11,802
+1.8% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#48
of 72 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FFA Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Proactive Wealth Strategies LLC holds $27,683,174 across 5 Asset Management names. FFA ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSLV |
Sprott Physical Silver Trust
|
569,500 | $10,746,465 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
287,086 | $8,661,384 | |
| 3 | BX |
Blackstone Inc.
|
56,331 | $6,628,468 | |
| 4 | FSK |
FS KKR Capital Corp
|
131,711 | $1,382,965 | |
| 5 | FFA |
First Trust Enhanced Equity Income Fund
This page
|
11,802 | $263,892 |
All Filings in FFA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,892 | 11,802 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $236,599 | 11,598 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||