Prw Wealth Management LLC First Tr Exch Trd Fd Viii Ft C Transaction History

Prw Wealth Management LLC

$263 Million
Q3 2023

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 26, 2022	SELL	$32.15 - $36.32 $935,339 - $1.06 Million	-29,093 Closed	0 $0
Q1 2022 Apr 28, 2022	SELL	$34.13 - $36.7 $51,195 - $55,050	-1,500 Reduced 4.9%	29,093 $1.05 Million
Q3 2021 Nov 04, 2021	BUY	$34.24 - $35.61 $1.05 Million - $1.09 Million	30,593 New	30,593 $1.06 Million
Q2 2021 Aug 03, 2021	SELL	$34.07 - $34.55 $1.14 Million - $1.16 Million	-33,593 Closed	0 $0
Q1 2021 May 10, 2021	BUY	$32.73 - $33.99 $73,642 - $76,477	2,250 Added 7.18%	33,593 $1.14 Million
Q4 2020 Feb 10, 2021	BUY	$30.53 - $33.02 $192,613 - $208,323	6,309 Added 25.2%	31,343 $1.04 Million
Q3 2020 Oct 29, 2020	BUY	$30.23 - $31.75 $756,777 - $794,829	25,034 New	25,034 $777,000

Others Institutions Holding FJUL

# of Institutions

117

Shares Held

4.86M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

529K
Shares

$25.4 Million
0.04% of portfolio
Mc Carthy & Cox Marysville, OH

398K
Shares

$19.1 Million
7.04% of portfolio
Financial Services Advisory Inc

341K
Shares

$16.4 Million
4.31% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

298K
Shares

$14.3 Million
0.02% of portfolio
Raymond James & Associates St Petersburg, FL

276K
Shares

$13.2 Million
0.01% of portfolio

About FIRST TR EXCH TRD FD VIII FT C

Ticker FJUL
Sector Technology

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