AWA
FT

Arete Wealth Advisors’s Franklin Universal Trust FT Stock Holding History

Arete Wealth Advisors’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
2024
Q4 		– Sell
-11,604
Closed -$88K – 763
2024
Q3 		$88K Buy
+11,604
New +$82.9K 0.01% 678

Other funds holding FT

Koshinski Asset Management
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Arete Wealth Advisors's FT Position: Q4 2024 in Review

Arete Wealth Advisors sold out of Franklin Universal Trust (FT) in Q4 2024, closing a stake of 11,604 shares — an estimated $88K sold.

Arete Wealth Advisors first reported a position in FT in Q3 2024 and held it in 1 quarter. The position peaked at $88K in Q3 2024. 47 funds tracked by Wall St. Rank hold FT as of Q4 2024.

  • Arete Wealth Advisors reported no remaining Franklin Universal Trust position as of Q4 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 11,604 Franklin Universal Trust shares in Q4 2024, an estimated $88K.
  • Arete Wealth Advisors first reported a position in Franklin Universal Trust in Q3 2024 and held it in 1 quarter.
  • Arete Wealth Advisors's Franklin Universal Trust position peaked at $88K in Q3 2024.
  • 47 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q4 2024.

Based on Arete Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.