Commonwealth Equity Services
FT

Commonwealth Equity Services’s Franklin Universal Trust FT Stock Holding History

Commonwealth Equity 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
2026
Q1 		$1.96M Buy
244,198
+2,137
+0.9% +$17.3K ﹤0.01% 2032
2025
Q4 		$1.94M Buy
242,061
+73,030
+43% +$584K ﹤0.01% 2004
2025
Q3 		$1.36M Buy
169,031
+5,210
+3% +$41K ﹤0.01% 2337
2025
Q2 		$1.25M Buy
163,821
+364
+0.2% +$2.69K ﹤0.01% 2380
2025
Q1 		$1.23M Sell
163,457
-88
-0.1% -$661 ﹤0.01% 2304
2024
Q4 		$1.2M Sell
163,545
-2,989
-2% -$22.5K ﹤0.01% 2257
2024
Q3 		$1.26M Buy
166,534
+14,871
+10% +$106K ﹤0.01% 2165
2024
Q2 		$1.03M Buy
151,663
+131,558
+654% +$883K ﹤0.01% 2261
2024
Q1 		$134K Buy
+20,105
New +$131K ﹤0.01% 3740

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