PFS
PDT

Prospera Financial Services’s John Hancock Premium Dividend Fund PDT Stock Holding History

Prospera Financial Services’s Portfolio PDT Stock Details PDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-13,354
Closed -$170K – 1219
2024
Q4 		$170K Buy
+13,354
New +$173K ﹤0.01% 1097
2024
Q1 		– Sell
-18,479
Closed -$197K – 1126
2023
Q4 		$197K Buy
18,479
+815
+5% +$8.22K 0.01% 1008
2023
Q3 		$170K Hold
17,664
– – 0.01% 960
2023
Q2 		$208K Sell
17,664
-1,178
-6% -$14K 0.01% 937
2023
Q1 		$233K Hold
18,842
– – 0.01% 863
2022
Q4 		$244K Buy
+18,842
New +$256K 0.01% 777
2022
Q2 		– Sell
-4,559
Closed -$75K – 2317
2022
Q1 		$75K Buy
+4,559
New +$73K ﹤0.01% 1204
2020
Q4 		– Sell
-1,559
Closed -$19K – 1301
2020
Q3 		$19K Buy
+1,559
New +$20.5K 0.01% 911

Other funds holding PDT

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFA
Pathway Financial Advisers Auburn, Indiana $354M AUM 21.65% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Prospera Financial Services's PDT Position: Q1 2025 in Review

Prospera Financial Services sold out of John Hancock Premium Dividend Fund (PDT) in Q1 2025, closing a stake of 13,354 shares — an estimated $170K sold.

Prospera Financial Services first reported a position in PDT in Q3 2020 and held it in 8 quarters. The position peaked at $244K in Q4 2022. 88 funds tracked by Wall St. Rank hold PDT as of Q1 2025.

  • Prospera Financial Services reported no remaining John Hancock Premium Dividend Fund position as of Q1 2025 after selling out during the quarter.
  • Prospera Financial Services sold 13,354 John Hancock Premium Dividend Fund shares in Q1 2025, an estimated $170K.
  • Prospera Financial Services first reported a position in John Hancock Premium Dividend Fund in Q3 2020 and held it in 8 quarters.
  • Prospera Financial Services's John Hancock Premium Dividend Fund position peaked at $244K in Q4 2022.
  • 88 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q1 2025.

Based on Prospera Financial Services's 13F filing for Q1 2025, filed 15 May 2025.