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Franklin Universal Trust shares owned by CWM

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

Historical chart of CWM investment in Franklin Universal Trust

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

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Quarterly reported holdings in Franklin Universal Trust by CWM

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.0k 300 6.67
2022-12-31 $18k 2.7k 6.68
2022-06-30 $50k 6.7k 7.49

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View all positions for CWM

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