AWM
FT

Avior Wealth Management’s Franklin Universal Trust FT Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-1,019
Closed -$7.45K – 1325
2024
Q4 		$7.45K Buy
1,019
+340
+50% +$2.56K ﹤0.01% 1718
2024
Q3 		$5.13K Buy
+679
New +$4.85K ﹤0.01% 1773

Other funds holding FT

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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avior Wealth Management's FT Position: Q1 2025 in Review

Avior Wealth Management sold out of Franklin Universal Trust (FT) in Q1 2025, closing a stake of 1,019 shares — an estimated $7.45K sold.

Avior Wealth Management first reported a position in FT in Q3 2024 and held it in 2 quarters. The position peaked at $7.45K in Q4 2024. 45 funds tracked by Wall St. Rank hold FT as of Q1 2025.

  • Avior Wealth Management reported no remaining Franklin Universal Trust position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,019 Franklin Universal Trust shares in Q1 2025, an estimated $7.45K.
  • Avior Wealth Management first reported a position in Franklin Universal Trust in Q3 2024 and held it in 2 quarters.
  • Avior Wealth Management's Franklin Universal Trust position peaked at $7.45K in Q4 2024.
  • 45 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.