Ahrens Investment Partners’s Franklin Universal Trust FT Stock Holding History

Ahrens Investment Partners’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
2023 Q1	$10.7K	Buy	+1,500	New	+$10.6K	0.01%	609

Other funds holding FT

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return

Ahrens Investment Partners's FT Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Franklin Universal Trust (FT) in Q1 2023: 1,500 shares worth $10.7K. The stake represents 0.01% of the portfolio and ranks #609 among its holdings.

37 funds tracked by Wall St. Rank hold FT as of Q1 2023.

Ahrens Investment Partners held 1,500 shares of Franklin Universal Trust worth $10.7K as of Q1 2023.
Franklin Universal Trust was a new Ahrens Investment Partners position in Q1 2023.
Franklin Universal Trust made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #609 holding.
37 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.