AF
FT

Advisornet Financial’s Franklin Universal Trust FT Stock Holding History

Advisornet Financial’s Portfolio FT Stock Details FT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-664
Closed -$5.06K – 2274
2025
Q2 		$5.06K Buy
+664
New +$4.91K ﹤0.01% 1662

Other funds holding FT

MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Advisornet Financial's FT Position: Q3 2025 in Review

Advisornet Financial sold out of Franklin Universal Trust (FT) in Q3 2025, closing a stake of 664 shares — an estimated $5.06K sold.

Advisornet Financial first reported a position in FT in Q2 2025 and held it in 1 quarter. The position peaked at $5.06K in Q2 2025. 50 funds tracked by Wall St. Rank hold FT as of Q3 2025.

  • Advisornet Financial reported no remaining Franklin Universal Trust position as of Q3 2025 after selling out during the quarter.
  • Advisornet Financial sold 664 Franklin Universal Trust shares in Q3 2025, an estimated $5.06K.
  • Advisornet Financial first reported a position in Franklin Universal Trust in Q2 2025 and held it in 1 quarter.
  • Advisornet Financial's Franklin Universal Trust position peaked at $5.06K in Q2 2025.
  • 50 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q3 2025.

Based on Advisornet Financial's 13F filing for Q3 2025, filed 9 Oct 2025.