Ownership history in Prospera Financial Services Inc · 37 quarters on record
This page tracks every 13F SEC filing in which Prospera Financial Services Inc reported a position in FIRST TR EXCHANGE TRADED FD (FVC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 303,721 | -14,975 | -4.7% | 0.18% | $11.0M | $36.37 |
| 2025 Q3 | REDUCED | 318,696 | -10,841 | -3.3% | 0.20% | $11.5M | $35.76 |
| 2025 Q2 | ADDED | 329,537 | +11,855 | +3.7% | 0.22% | $11.7M | $35.00 |
| 2025 Q1 | REDUCED | 317,682 | -5,791 | -1.8% | 0.26% | $11.2M | $34.39 |
| 2024 Q4 | REDUCED | 323,473 | -4,044 | -1.2% | 0.28% | $11.8M | $35.61 |
| 2024 Q3 | REDUCED | 327,517 | -34,543 | -9.5% | 0.30% | $11.7M | $34.88 |
| 2024 Q2 | REDUCED | 362,060 | -58,266 | -13.9% | 0.35% | $12.8M | $34.28 |
| 2023 Q4 | ADDED | 420,326 | +313,665 | +294.1% | 0.46% | $13.8M | $31.68 |
| 2023 Q3 | REDUCED | 106,661 | -999 | -0.9% | 0.13% | $3.3M | $30.08 |
| 2023 Q2 | REDUCED | 107,660 | -10,331 | -8.8% | 0.14% | $3.6M | $32.17 |
As of 2025 Q4 — sorted by position size