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Franklin Universal Trust shares owned by Evolve Private Wealth

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

Historical chart of Evolve Private Wealth investment in Franklin Universal Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Franklin Universal Trust by Evolve Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $893k 111k 8.01

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View all positions for Evolve Private Wealth

Top funds holding Franklin Universal Trust

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
Evolve Private Wealth
Wells Fargo & Company
Cetera Investment Advisers
Westchester Capital Management
Advisor Group Holdings

View all funds holding Franklin Universal Trust