BAG
FT

Bridgewealth Advisory Group’s Franklin Universal Trust FT Stock Holding History

Bridgewealth Advisory Group’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 		$89.5K Hold
11,173
– – 0.02% 133
2025
Q4 		$89.4K Sell
11,173
-3,737
-25% -$29.9K 0.02% 129
2025
Q3 		$120K Hold
14,910
– – 0.03% 124
2025
Q2 		$114K Buy
+14,910
New +$110K 0.03% 122
2025
Q1 		– Sell
-14,910
Closed -$113K – 67
2024
Q4 		$113K Buy
+14,910
New +$112K 0.03% 115

Other funds holding FT

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Commonwealth Equity Services
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bridgewealth Advisory Group's FT Position: Q1 2026 in Review

Bridgewealth Advisory Group held its Franklin Universal Trust (FT) position steady in Q1 2026 at 11,173 shares worth $89.5K. The position accounts for 0.02% of the portfolio, ranked #133.

Bridgewealth Advisory Group first reported a position in FT in Q4 2024 and has held it in 5 quarters since. The position peaked at $120K in Q3 2025. 53 funds tracked by Wall St. Rank hold FT as of Q1 2026.

  • Bridgewealth Advisory Group held 11,173 shares of Franklin Universal Trust worth $89.5K as of Q1 2026.
  • Bridgewealth Advisory Group left its Franklin Universal Trust share count unchanged in Q1 2026.
  • Franklin Universal Trust made up 0.02% of Bridgewealth Advisory Group's portfolio in Q1 2026, its #133 holding.
  • Bridgewealth Advisory Group first reported a position in Franklin Universal Trust in Q4 2024 and has held it in 5 quarters since.
  • Bridgewealth Advisory Group's Franklin Universal Trust position peaked at $120K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.