CA
FT

CoreCap Advisors’s Franklin Universal Trust FT Stock Holding History

CoreCap 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
Q2 		$183K Buy
22,738
+324
+1% +$2.62K 0.01% 892
2026
Q1 		$180K Sell
22,414
-1,828
-8% -$14.8K 0.01% 839
2025
Q4 		$194K Sell
24,242
-2,867
-11% -$22.9K 0.01% 807
2025
Q3 		$218K Buy
27,109
+22,844
+536% +$180K 0.01% 774
2025
Q2 		$32.5K Buy
4,265
+464
+12% +$3.43K ﹤0.01% 1419
2025
Q1 		$28.6K Buy
3,801
+2,225
+141% +$16.7K ﹤0.01% 1396
2024
Q4 		$11.5K Buy
+1,576
New +$11.9K ﹤0.01% 1721

Other funds holding FT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CoreCap Advisors's FT Position: Q2 2026 in Review

CoreCap Advisors increased its Franklin Universal Trust (FT) stake by 1.4% in Q2 2026, buying an estimated $2.62K and bringing the position to 22,738 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #892.

CoreCap Advisors first reported a position in FT in Q4 2024 and has held it in 7 quarters since. The position peaked at $218K in Q3 2025. 27 funds tracked by Wall St. Rank hold FT as of Q2 2026.

  • CoreCap Advisors held 22,738 shares of Franklin Universal Trust worth $183K as of Q2 2026.
  • CoreCap Advisors bought 324 Franklin Universal Trust shares in Q2 2026, an estimated $2.62K.
  • Franklin Universal Trust made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #892 holding.
  • CoreCap Advisors first reported a position in Franklin Universal Trust in Q4 2024 and has held it in 7 quarters since.
  • CoreCap Advisors's Franklin Universal Trust position peaked at $218K in Q3 2025.
  • 27 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.