Number of Shares
955,665.00
Current Holdings Value*
$55.97 Mil
% of Portfolio
1.29%
Total Estimate Gain
$15.36 Mil
% of Total Estimate Gain
30.95%

Prospera Financial Services Inc's First Trust NASDAQ Rising Dividend Achievers ETF Holding Summary

As of 2025-03-31, Prospera Financial Services Inc held 955,665.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $55.97 Mil. This investment constitutes 1.29% of their stock portfolio, and Prospera Financial Services Inc now holds 0.41% of the outstanding First Trust NASDAQ Rising Dividend Achievers ETF(RDVY) stock.

The initial trade took place in 2020Q2. And since then Prospera Financial Services Inc has made 17 purchases of RDVY, at an average price of $46.83, for a total of 1.06 Mil shares. In addition, there have been 3 sales at an average price of $40.81 for 104,281.00 shares. Based on historical transaction data and RDVY's current price of $63.56, Prospera Financial Services Inc's estimated gain on his RDVY holdings is $15.36 Mil, reflecting a 30.95% gain to date.

Prospera Financial Services Inc RDVY ($63.56) Holding Chart

Prospera Financial Services Inc RDVY ($63.56) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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