AWA
FT

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

Arkadios 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
2021
Q4 		– Sell
-246
Closed -$1K – 1017
2021
Q3 		$1K Sell
246
-1,826
-88% -$15.4K ﹤0.01% 1800
2021
Q2 		$17K Buy
2,072
+1,664
+408% +$13.2K ﹤0.01% 1351
2021
Q1 		$3K Sell
408
-167
-29% -$1.25K ﹤0.01% 1463
2020
Q4 		$4K Buy
+575
New +$4.1K ﹤0.01% 1150

Other funds holding FT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return

Arkadios Wealth Advisors's FT Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Franklin Universal Trust (FT) in Q4 2021, closing a stake of 246 shares — an estimated $1K sold.

Arkadios Wealth Advisors first reported a position in FT in Q4 2020 and held it in 4 quarters. The position peaked at $17K in Q2 2021. 38 funds tracked by Wall St. Rank hold FT as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Franklin Universal Trust position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 246 Franklin Universal Trust shares in Q4 2021, an estimated $1K.
  • Arkadios Wealth Advisors first reported a position in Franklin Universal Trust in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Franklin Universal Trust position peaked at $17K in Q2 2021.
  • 38 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.