Skip to main content

FRANKLIN UNIVERSAL TRUST hedge fund holdings

FTNYSE
$7.08+0.03 (+0.43%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

FT · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-11.5%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 2025137$1.54M$1.31M47Aug 14, 2025
Q3 20251016$5.05M$1.94M49Nov 14, 2025
Q4 20252118$4.26M$2.2M53Feb 14, 2026
Q1 20261313$1.53M$2.18M53May 15, 2026
Q2 20261211$1.75M$1.61M56Aug 14, 2026

Quarterly action breakdown

Q2 2026
56 filers
New position
8
$1.18M+147K sh
Increased
4
$566K+70.1K sh
Reduced
9
-$1.48M-184K sh
Out / sold
2
-$122K-15.1K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Hennion & Walsh Asset Management, Inc.Reduce 38.77%-$388K$612K0.02%Jul 8, 2026
Shaker Financial Services, LLCReduce 48.12%-$186K$201K0.06%Jul 15, 2026
Independent Financial Group, LLCSell 100%-$107K$00.00%Jul 15, 2026
Uhlmann Price Securities, LLCNew Buy+$99.6K$99.6K0.00%Jul 24, 2026
KMT Wealth Management, LLCNew Buy+$86.6K$86.6K0.07%Aug 5, 2026
Evolve Private Wealth, LLCReduce 6.86%-$61.7K$837K0.05%Aug 12, 2026
Uncommon Cents Investing LLCAdded 1.99%+$30.2K$1.55M0.34%Jul 20, 2026
Koshinski Asset Management, Inc.Added 0.19%+$4.94K$2.63M0.14%Jul 27, 2026
&PartnersAdded 3.63%+$4.15K$118K0.00%Aug 14, 2026
PFG Investments, LLCAdded 1.41%+$1.38K$99.1K0.00%Jul 23, 2026
Kingsbury Capital Investment Advisors LLCAdded 1.58%+$1.35K$86.6K0.07%Aug 25, 2026
Noble Wealth Management PBCReduce 1.94%-$605$30.6K0.01%Jul 1, 2026
JFS Wealth Advisors, LLCNew Buy+$380$3800.00%Jul 10, 2026

Not investment advice. We make every effort to keep the information on SpoorBase accurate, but errors may occur. SpoorBase does not guarantee the accuracy or completeness of any data, and any use of the information is at the user’s sole responsibility. Valuation multiples are calculated by SpoorBase and may contain errors. See Disclosures. © 2026 SpoorBase. All rights reserved.