Prestige Wealth Management Group LLC - FRANKLIN UNVL TR ownership

FRANKLIN UNVL TR's ticker is FT and the CUSIP is 355145103. A total of 32 filers reported holding FRANKLIN UNVL TR in Q2 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 Q2 2022
NameSharesValueWeighting ↓
Moloney Securities Asset Management, LLC 496,095$3,150,2050.57%
Uncommon Cents Investing LLC 154,340$980,0610.36%
Koshinski Asset Management, Inc. 367,345$2,332,6380.27%
Shaker Financial Services, LLC 40,912$259,7920.12%
Hennion & Walsh Asset Management, Inc. 148,961$945,9020.06%
Westchester Capital Management, LLC 184,920$1,174,2420.03%
Clear Creek Financial Management, LLC 26,453$167,9770.03%
SeaCrest Wealth Management, LLC 18,495$117,4460.02%
Integrated Wealth Concepts LLC 116,805$741,7120.01%
First Pacific Financial 2,881$18,2950.01%
View complete list of FRANKLIN UNVL TR shareholders