Prospera Financial Services Inc First Tr ETF Vi Smid Cap Risin Transaction History

Prospera Financial Services Inc

$2.97 Billion
Q4 2023

A detailed history of Prospera Financial Services Inc transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Prospera Financial Services Inc holds 533,298 shares of SDVY stock, worth $17.6 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

533,298

Previous 616,524 13.5%

Holding current value

$17.6 Million

Previous $17.4 Million 0.41%

% of portfolio

0.59%

Previous 0.68%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$26.48 - $33.23 $2.2 Million - $2.77 Million	-83,226 Reduced 13.5%	533,298 $17.5 Million
Q3 2023 Nov 13, 2023	BUY	$27.7 - $30.38 $2.53 Million - $2.78 Million	91,501 Added 17.43%	616,524 $17.4 Million
Q2 2023 Aug 08, 2023	BUY	$24.91 - $28.31 $2.24 Million - $2.55 Million	90,117 Added 20.72%	525,023 $14.9 Million
Q1 2023 May 12, 2023	BUY	$25.54 - $29.71 $267,403 - $311,063	10,470 Added 2.47%	434,906 $11.6 Million
Q4 2022 Feb 08, 2023	BUY	$25.42 - $27.72 $6.21 Million - $6.77 Million	244,217 Added 135.51%	424,436 $11.1 Million

Q3 2022 Oct 27, 2022	BUY	$23.34 - $27.75 $1 Million - $1.19 Million	42,957 Added 31.3%	180,219 $4.17 Million
Q2 2022 Aug 08, 2022	SELL	$23.62 - $28.23 $2.29 Million - $2.74 Million	-97,001 Reduced 41.41%	137,262 $3.28 Million
Q1 2022 May 04, 2022	BUY	$27.17 - $30.89 $4.98 Million - $5.66 Million	183,330 Added 359.94%	234,263 $6.53 Million
Q4 2021 Feb 10, 2022	BUY	$28.58 - $30.81 $1.46 Million - $1.57 Million	50,933 New	50,933 $1.54 Million

Others Institutions Holding SDVY

# of Institutions

308

Shares Held

90.1M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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Prospera Financial Services Inc First Tr ETF Vi Smid Cap Risin Transaction History