Cetera Investment Advisers
FT

Cetera Investment Advisers’s Franklin Universal Trust FT Stock Holding History

Cetera Investment Advisers’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 		$579K Sell
72,311
-36,025
-33% -$292K ﹤0.01% 3366
2025
Q4 		$867K Buy
108,336
+10,297
+11% +$82.4K ﹤0.01% 2946
2025
Q3 		$788K Buy
98,039
+23,855
+32% +$188K ﹤0.01% 2995
2025
Q2 		$565K Buy
74,184
+185
+0.3% +$1.37K ﹤0.01% 2861
2025
Q1 		$557K Sell
73,999
-5,610
-7% -$42.1K ﹤0.01% 2752
2024
Q4 		$582K Sell
79,609
-4,177
-5% -$31.4K ﹤0.01% 2563
2024
Q3 		$633K Sell
83,786
-7,301
-8% -$52.1K ﹤0.01% 2463
2024
Q2 		$620K Buy
91,087
+3,108
+4% +$20.9K ﹤0.01% 2431
2024
Q1 		$584K Buy
87,979
+12,730
+17% +$83.1K ﹤0.01% 2482
2023
Q4 		$500K Buy
+75,249
New +$482K ﹤0.01% 1491
2022
Q2 		– Sell
-16,672
Closed -$135K – 1871
2022
Q1 		$135K Buy
16,672
+2,743
+20% +$22.4K ﹤0.01% 1776
2021
Q4 		$118K Buy
13,929
+1,049
+8% +$8.65K ﹤0.01% 1782
2021
Q3 		$104K Buy
+12,880
New +$109K ﹤0.01% 1733
2021
Q1 		– Sell
-11,758
Closed -$88K – 1634
2020
Q4 		$88K Buy
+11,758
New +$83.9K ﹤0.01% 1526

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

Cetera Investment Advisers's FT Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Franklin Universal Trust (FT) stake by 33% in Q1 2026, selling an estimated $292K and leaving 72,311 shares worth $579K. The position accounts for ﹤0.01% of the portfolio, ranked #3366.

Cetera Investment Advisers first reported a position in FT in Q4 2020 and has held it in 14 quarters since. The position peaked at $867K in Q4 2025. 53 funds tracked by Wall St. Rank hold FT as of Q1 2026.

  • Cetera Investment Advisers held 72,311 shares of Franklin Universal Trust worth $579K as of Q1 2026.
  • Cetera Investment Advisers sold 36,025 Franklin Universal Trust shares in Q1 2026, an estimated $292K.
  • Franklin Universal Trust made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3366 holding.
  • Cetera Investment Advisers first reported a position in Franklin Universal Trust in Q4 2020 and has held it in 14 quarters since.
  • Cetera Investment Advisers's Franklin Universal Trust position peaked at $867K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.