Prestige Wealth Management Group LLC - FRANKLIN UNVL TR ownership

FRANKLIN UNVL TR's ticker is FT and the CUSIP is 355145103. A total of 33 filers reported holding FRANKLIN UNVL TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Prestige Wealth Management Group LLC ownership history of FRANKLIN UNVL TR
ValueSharesWeighting
Q3 2023$4,128
-5.6%
6500.0%0.00%0.0%
Q2 2023$4,375
-5.6%
6500.0%0.00%0.0%
Q1 2023$4,635
+6.0%
6500.0%0.00%0.0%
Q4 2022$4,374
+9.4%
6500.0%0.00%0.0%
Q3 2022$4,000
-20.0%
6500.0%0.00%0.0%
Q2 2022$5,0000.0%6500.0%0.00%0.0%
Q1 2022$5,0000.0%6500.0%0.00%0.0%
Q4 2021$5,0000.0%6500.0%0.00%0.0%
Q3 2021$5,0000.0%6500.0%0.00%0.0%
Q2 2021$5,0000.0%6500.0%0.00%0.0%
Q1 2021$5,0000.0%6500.0%0.00%0.0%
Q4 2020$5,000
+25.0%
6500.0%0.00%0.0%
Q3 2020$4,0000.0%6500.0%0.00%0.0%
Q2 2020$4,0000.0%6500.0%0.00%
-50.0%
Q1 2020$4,000
-20.0%
6500.0%0.00%
-33.3%
Q4 2019$5,0000.0%6500.0%0.00%0.0%
Q3 2019$5,0000.0%6500.0%0.00%0.0%
Q2 2019$5,0000.0%6500.0%0.00%0.0%
Q1 2019$5,000
+25.0%
6500.0%0.00%0.0%
Q4 2018$4,0006500.00%
Other shareholders
FRANKLIN UNVL TR shareholders Q1 2022
NameSharesValueWeighting ↓
Shaker Financial Services, LLC 461,483$3,457,0001.44%
Moloney Securities Asset Management, LLC 301,312$2,257,0000.50%
Koshinski Asset Management, Inc. 454,018$3,401,0000.43%
Uncommon Cents Investing LLC 101,336$759,0000.34%
KESTRA PRIVATE WEALTH SERVICES, LLC 272,296$2,015,0000.15%
WESTERN FINANCIAL Corp 14,418$107,0000.07%
Safeguard Investment Advisory Group, LLC 6,892$51,0000.04%
Trek Financial, LLC 29,921$224,0000.03%
Advisors Asset Management, Inc. 193,387$1,448,0000.02%
SeaCrest Wealth Management, LLC 20,238$152,0000.02%
View complete list of FRANKLIN UNVL TR shareholders