CFS
FT

CGC Financial Services’s Franklin Universal Trust FT Stock Holding History

CGC Financial Services’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
-2,413
Closed -$17.6K – 344
2024
Q4 		$17.6K Hold
2,413
– – 0.01% 172
2024
Q3 		$18.2K Hold
2,413
– – 0.01% 169
2024
Q2 		$16.4K Hold
2,413
– – 0.01% 169
2024
Q1 		$16K Hold
2,413
– – 0.01% 175
2023
Q4 		$16.1K Buy
+2,413
New +$15.5K 0.01% 184

Other funds holding FT

MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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

CGC Financial Services's FT Position: Q1 2025 in Review

CGC Financial Services sold out of Franklin Universal Trust (FT) in Q1 2025, closing a stake of 2,413 shares — an estimated $17.6K sold.

CGC Financial Services first reported a position in FT in Q4 2023 and held it in 5 quarters. The position peaked at $18.2K in Q3 2024. 45 funds tracked by Wall St. Rank hold FT as of Q1 2025.

  • CGC Financial Services reported no remaining Franklin Universal Trust position as of Q1 2025 after selling out during the quarter.
  • CGC Financial Services sold 2,413 Franklin Universal Trust shares in Q1 2025, an estimated $17.6K.
  • CGC Financial Services first reported a position in Franklin Universal Trust in Q4 2023 and held it in 5 quarters.
  • CGC Financial Services's Franklin Universal Trust position peaked at $18.2K in Q3 2024.
  • 45 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2025.

Based on CGC Financial Services's 13F filing for Q1 2025, filed 14 Apr 2025.