Cambridge Investment Research Advisors
FT

Cambridge Investment Research Advisors’s Franklin Universal Trust FT Stock Holding History

Cambridge Investment Research 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
2026
Q1 		$159K Buy
19,815
+502
+3% +$4.08K ﹤0.01% 3724
2025
Q4 		$155K Sell
19,313
-2,492
-11% -$19.9K ﹤0.01% 3625
2025
Q3 		$175K Buy
21,805
+395
+2% +$3.11K ﹤0.01% 3516
2025
Q2 		$163K Buy
21,410
+151
+0.7% +$1.12K ﹤0.01% 3394
2025
Q1 		$160K Buy
21,259
+3,286
+18% +$24.7K ﹤0.01% 3260
2024
Q4 		$131K Buy
17,973
+815
+5% +$6.13K ﹤0.01% 3280
2024
Q3 		$130K Buy
17,158
+421
+3% +$3.01K ﹤0.01% 3227
2024
Q2 		$114K Buy
16,737
+156
+0.9% +$1.05K ﹤0.01% 3140
2024
Q1 		$110K Buy
16,581
+159
+1% +$1.04K ﹤0.01% 3143
2023
Q4 		$109K Buy
16,422
+158
+1% +$1.01K ﹤0.01% 3022
2023
Q3 		$103K Buy
16,264
+147
+0.9% +$996 ﹤0.01% 2960
2023
Q2 		$108K Buy
16,117
+145
+0.9% +$990 ﹤0.01% 2989
2023
Q1 		$114K Sell
15,972
-1,165
-7% -$8.2K ﹤0.01% 2948
2022
Q4 		$115K Buy
17,137
+205
+1% +$1.37K ﹤0.01% 2884
2022
Q3 		$107K Buy
16,932
+125
+0.7% +$951 ﹤0.01% 2841
2022
Q2 		$125K Sell
16,807
-871
-5% -$6.66K ﹤0.01% 2827
2022
Q1 		$143K Buy
17,678
+202
+1% +$1.65K ﹤0.01% 2957
2021
Q4 		$148K Buy
17,476
+120
+0.7% +$990 ﹤0.01% 2967
2021
Q3 		$141K Buy
17,356
+113
+0.7% +$956 ﹤0.01% 2897
2021
Q2 		$143K Buy
17,243
+101
+0.6% +$798 ﹤0.01% 2907
2021
Q1 		$129K Sell
17,142
-835
-5% -$6.22K ﹤0.01% 2724
2020
Q4 		$135K Sell
17,977
-833
-4% -$5.94K ﹤0.01% 2559
2020
Q3 		$128K Sell
18,810
-224
-1% -$1.55K ﹤0.01% 2351
2020
Q2 		$127K Buy
19,034
+104
+0.5% +$680 ﹤0.01% 2284
2020
Q1 		$116K Buy
18,930
+89
+0.5% +$657 ﹤0.01% 2085
2019
Q4 		$147K Buy
18,841
+411
+2% +$3.14K ﹤0.01% 2270
2019
Q3 		$139K Buy
18,430
+89
+0.5% +$658 ﹤0.01% 2191
2019
Q2 		$134K Sell
18,341
-7,908
-30% -$55.7K ﹤0.01% 2069
2019
Q1 		$185K Buy
26,249
+11,209
+75% +$75.9K ﹤0.01% 2091
2018
Q4 		$96K Buy
+15,040
New +$98.2K ﹤0.01% 2041
2018
Q1 		– Sell
-11,681
Closed -$84K – 2183
2017
Q4 		$84K Buy
11,681
+82
+0.7% +$595 ﹤0.01% 2039
2017
Q3 		$84K Buy
11,599
+81
+0.7% +$585 ﹤0.01% 1932
2017
Q2 		$82K Buy
11,518
+81
+0.7% +$582 ﹤0.01% 1859
2017
Q1 		$80K Buy
11,437
+83
+0.7% +$573 ﹤0.01% 1710
2016
Q4 		$76K Buy
+11,354
New +$74.6K ﹤0.01% 1604

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

Cambridge Investment Research Advisors's FT Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Franklin Universal Trust (FT) stake by 2.6% in Q1 2026, buying an estimated $4.08K and bringing the position to 19,815 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #3724.

Cambridge Investment Research Advisors first reported a position in FT in Q4 2016 and has held it in 35 quarters since. The position peaked at $185K in Q1 2019. 53 funds tracked by Wall St. Rank hold FT as of Q1 2026.

  • Cambridge Investment Research Advisors held 19,815 shares of Franklin Universal Trust worth $159K as of Q1 2026.
  • Cambridge Investment Research Advisors bought 502 Franklin Universal Trust shares in Q1 2026, an estimated $4.08K.
  • Franklin Universal Trust made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #3724 holding.
  • Cambridge Investment Research Advisors first reported a position in Franklin Universal Trust in Q4 2016 and has held it in 35 quarters since.
  • Cambridge Investment Research Advisors's Franklin Universal Trust position peaked at $185K in Q1 2019.
  • 53 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.