Prospera Financial Services Inc First Tr Exchange Traded Fd Vi Transaction History

Prospera Financial Services Inc

$3.5 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$36.56 - $46.01 $43,177 - $54,337	1,181 Added 4.48%	27,557 $1.25 Million
Q3 2023 Nov 13, 2023	BUY	$39.56 - $47.44 $329,890 - $395,602	8,339 Added 46.23%	26,376 $1.07 Million
Q2 2023 Aug 08, 2023	BUY	$39.83 - $47.07 $132,912 - $157,072	3,337 Added 22.7%	18,037 $823,000
Q1 2023 May 12, 2023	BUY	$35.93 - $43.3 $528,171 - $636,510	14,700 New	14,700 $626,000
Q2 2022 Aug 08, 2022	SELL	$36.46 - $48.29 $52,648 - $69,730	-1,444 Closed	0 $0
Q1 2022 May 04, 2022	BUY	$42.76 - $55.48 $61,745 - $80,113	1,444 New	1,444 $68,000
Q4 2020 Feb 12, 2021	SELL	$38.75 - $50.28 $50,375 - $65,364	-1,300 Closed	0 $0
Q3 2020 Nov 04, 2020	BUY	$35.92 - $41.21 $46,696 - $53,573	1,300 New	1,300 $51,000

Others Institutions Holding ROBT

# of Institutions

148

Shares Held

6.12M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

762K
Shares

$33.3 Million
0.02% of portfolio
Raymond James & Associates St Petersburg, FL

308K
Shares

$13.4 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

297K
Shares

$13 Million
0.0% of portfolio
Morgan Stanley New York, NY

289K
Shares

$12.6 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

285K
Shares

$12.4 Million
0.0% of portfolio

About FIRST TR EXCHANGE-TRADED FD VI

Ticker ROBT
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