Ashton Thomas Securities’s Franklin Universal Trust FT Stock Holding History

Ashton Thomas Securities’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
2026 Q1	–	Sell	-10,150	Closed	-$81.2K	–	456
2025 Q4	$81.2K	Sell	10,150 -5,000	-33%	-$40K	0.02%	268
2025 Q3	$122K	Hold	15,150	–	–	0.02%	329
2025 Q2	$115K	Sell	15,150 -38,400	-72%	-$284K	0.03%	253
2025 Q1	$403K	Sell	53,550 -2,500	-4%	-$18.8K	0.11%	171
2024 Q4	$410K	Sell	56,050 -1,500	-3%	-$11.3K	0.11%	166
2024 Q3	$435K	Hold	57,550	–	–	0.08%	191
2024 Q2	$394K	Buy	+57,550	New	+$386K	0.1%	172

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ashton Thomas Securities's FT Position: Q1 2026 in Review

Ashton Thomas Securities sold out of Franklin Universal Trust (FT) in Q1 2026, closing a stake of 10,150 shares — an estimated $81.2K sold.

Ashton Thomas Securities first reported a position in FT in Q2 2024 and held it in 7 quarters. The position peaked at $435K in Q3 2024. 53 funds tracked by Wall St. Rank hold FT as of Q1 2026.

Ashton Thomas Securities reported no remaining Franklin Universal Trust position as of Q1 2026 after selling out during the quarter.
Ashton Thomas Securities sold 10,150 Franklin Universal Trust shares in Q1 2026, an estimated $81.2K.
Ashton Thomas Securities first reported a position in Franklin Universal Trust in Q2 2024 and held it in 7 quarters.
Ashton Thomas Securities's Franklin Universal Trust position peaked at $435K in Q3 2024.
53 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2026.

Based on Ashton Thomas Securities's 13F filing for Q1 2026, filed 18 May 2026.