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Franklin Universal Trust shares owned by Ameriprise Financial

Quarter-by-quarter ownership of Franklin Universal Trust (FT) shares owned by Ameriprise Financial from 13F filings

Historical chart of Ameriprise Financial investment in Franklin Universal Trust

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All positions including Franklin Universal Trust held by Ameriprise Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Franklin Universal Trust by Ameriprise Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $133k 17k 8.04
2023-09-30 $65k 10k 6.35
2021-12-31 $1.1M 131k 8.46
2012-06-30 $7.0k 999 7.01
2011-06-30 $44k 6.8k 6.51
2011-03-31 $41k 6.4k 6.44

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Top funds holding Franklin Universal Trust

Moloney Securities Asset Management
LPL Financial
Advisors Asset Management
Stifel Financial
Morgan Stanley
Koshinski Asset Management
Janney Montgomery Scott
Hennion & Walsh Asset Management
Uncommon Cents Investing
Commonwealth Equity Services
Integrated Wealth Concepts
UBS Group
Wells Fargo & Company
Advisor Group Holdings
Westchester Capital Management

View all funds holding Franklin Universal Trust