Prosperity Financial Group Inc. Invests $1.53 Million in MFS Active Value ETF $MFSV

Prosperity Financial Group Inc. purchased a new position in shares of MFS Active Value ETF (NYSEARCA:MFSV) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 57,477 shares of the company’s stock, valued at approximately $1,525,000. Prosperity Financial Group Inc. owned 0.66% of MFS Active Value ETF as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also made changes to their positions in the stock. Arkadios Wealth Advisors boosted its holdings in shares of MFS Active Value ETF by 5,096.9% during the third quarter. Arkadios Wealth Advisors now owns 548,274 shares of the company’s stock worth $14,334,000 after purchasing an additional 537,724 shares during the period. Greenbush Financial Group LLC boosted its holdings in shares of MFS Active Value ETF by 22.3% during the fourth quarter. Greenbush Financial Group LLC now owns 384,837 shares of the company’s stock worth $10,214,000 after purchasing an additional 70,196 shares during the period. Apollon Wealth Management LLC boosted its holdings in shares of MFS Active Value ETF by 12.3% during the fourth quarter. Apollon Wealth Management LLC now owns 238,089 shares of the company’s stock worth $6,319,000 after purchasing an additional 26,099 shares during the period. Paul R. Ried Financial Group LLC boosted its holdings in shares of MFS Active Value ETF by 499.4% during the third quarter. Paul R. Ried Financial Group LLC now owns 202,155 shares of the company’s stock worth $5,285,000 after purchasing an additional 168,426 shares during the period. Finally, Jones Financial Companies Lllp acquired a new stake in shares of MFS Active Value ETF during the third quarter worth approximately $2,105,000.

MFS Active Value ETF Stock Performance

MFSV stock opened at $27.55 on Friday. The stock has a market cap of $418.76 million, a P/E ratio of 19.36 and a beta of 0.47. The firm has a 50 day simple moving average of $27.35 and a 200 day simple moving average of $26.75. MFS Active Value ETF has a 52 week low of $22.72 and a 52 week high of $28.25.

MFS Active Value ETF Profile

The MFS Active Value ETF (MFSV) is an exchange-traded fund that mostly invests in total market equity. The fund is an actively managed portfolio of US and non-US value stocks of any market capitalization. The fund utilizes a bottom-up fundamental approach to select investments. MFSV was launched on Dec 5, 2024 and is issued by MFS.