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Franklin Universal Trust shares owned by Bridgewealth Advisory Group

Quarter-by-quarter ownership of Franklin Universal Trust (FT) shares owned by Bridgewealth Advisory Group from 13F filings

Historical chart of Bridgewealth Advisory Group investment in Franklin Universal Trust

Tip: Access up to 7 years of quarterly data

All positions including Franklin Universal Trust held by Bridgewealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Franklin Universal Trust by Bridgewealth Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $89k 11k 8.00
2025-09-30 $120k 15k 8.04
2025-06-30 $114k 15k 7.62
2024-12-31 $113k 15k 7.60

More positions owned by Bridgewealth Advisory Group

Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Pimco Etf Tr Multisector Bd (PYLD)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Series Trust State Street Spd (SPTM)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Spdr Series Trust State Street Spd (SPYG)
United Security Bancshares (UBFO)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Income Etf (JPIE)
Capital Group Growth Etf Shs Creation Uni (CGGR)

View all positions for Bridgewealth Advisory Group

Top funds holding Franklin Universal Trust

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

View all funds holding Franklin Universal Trust