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 Q3	$140K	Sell	19,830 -2,908	-13%	-$22.6K	﹤0.01%	986
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

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

CoreCap Advisors's FT Position: Q3 2026 in Review

CoreCap Advisors reduced its Franklin Universal Trust (FT) stake by 13% in Q3 2026, selling an estimated $22.6K and leaving 19,830 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

CoreCap Advisors first reported a position in FT in Q4 2024 and has held it in 8 quarters since. The position peaked at $218K in Q3 2025. 2 funds tracked by Wall St. Rank hold FT as of Q3 2026.

CoreCap Advisors held 19,830 shares of Franklin Universal Trust worth $140K as of Q3 2026.
CoreCap Advisors sold 2,908 Franklin Universal Trust shares in Q3 2026, an estimated $22.6K.
Franklin Universal Trust made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #986 holding.
CoreCap Advisors first reported a position in Franklin Universal Trust in Q4 2024 and has held it in 8 quarters since.
CoreCap Advisors's Franklin Universal Trust position peaked at $218K in Q3 2025.
2 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.