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Franklin Universal Trust shares owned by Spire Wealth Management

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

Historical chart of Spire Wealth Management investment in Franklin Universal Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Franklin Universal Trust by Spire Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $40k 4.9k 8.00

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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
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View all funds holding Franklin Universal Trust