Ameritas Advisory Services’s Franklin Universal Trust FT Stock Holding History

Ameritas Advisory Services’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 Q4	–	Sell	-400	Closed	-$3.22K	–	1362
2025 Q3	$3.22K	Sell	400 -200	-33%	-$1.57K	﹤0.01%	1918
2025 Q2	$4.57K	Buy	+600	New	+$4.44K	﹤0.01%	2256
2023 Q2	–	Sell	-600	Closed	-$4.23K	–	1281
2023 Q1	$4.23K	Buy	+600	New	+$4.22K	﹤0.01%	2201

Other funds holding FT

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UCI

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Ameritas Advisory Services's FT Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Franklin Universal Trust (FT) in Q4 2025, closing a stake of 400 shares — an estimated $3.22K sold.

Ameritas Advisory Services first reported a position in FT in Q1 2023 and held it in 3 quarters. The position peaked at $4.57K in Q2 2025. 54 funds tracked by Wall St. Rank hold FT as of Q4 2025.

Ameritas Advisory Services reported no remaining Franklin Universal Trust position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 400 Franklin Universal Trust shares in Q4 2025, an estimated $3.22K.
Ameritas Advisory Services first reported a position in Franklin Universal Trust in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's Franklin Universal Trust position peaked at $4.57K in Q2 2025.
54 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.