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Franklin Universal Trust shares owned by CoreCap Advisors

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

Historical chart of CoreCap Advisors investment in Franklin Universal Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Franklin Universal Trust by CoreCap Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $218k 27k 8.04
2025-06-30 $33k 4.3k 7.62
2025-03-31 $29k 3.8k 7.53
2024-12-31 $12k 1.6k 7.31

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Technology Select Sector Spdr Fund Etf (XLK)
Vanguard S&p 500 Etf Etf (VOO)
Invesco Qqq Trust Series I Etf (QQQ)
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Nvidia Corporation Stock (NVDA)
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Apple Stock (AAPL)
Schwab U.s. Small-cap Etf Etf (SCHA)
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Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Growth Etf Etf (VUG)
Invesco S&p 500 Equal Weight Etf Etf (RSP)

View all positions for CoreCap Advisors

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