Creative Planning
FT

Creative Planning’s Franklin Universal Trust FT Stock Holding History

Creative Planning’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
2024
Q4 		– Sell
-12,916
Closed -$97.6K – 3629
2024
Q3 		$97.6K Buy
12,916
+16
+0.1% +$114 ﹤0.01% 3020
2024
Q2 		$87.8K Buy
+12,900
New +$86.6K ﹤0.01% 2864
2019
Q2 		– Sell
-16,310
Closed -$115K – 2052
2019
Q1 		$115K Hold
16,310
– – ﹤0.01% 1681
2018
Q4 		$104K Hold
16,310
– – ﹤0.01% 1625
2018
Q3 		$108K Sell
16,310
-14
-0.1% -$94 ﹤0.01% 1777
2018
Q2 		$109K Sell
16,324
-386
-2% -$2.58K ﹤0.01% 1754
2018
Q1 		$113K Buy
16,710
+400
+2% +$2.76K ﹤0.01% 1728
2017
Q4 		$117K Hold
16,310
– – ﹤0.01% 1701
2017
Q3 		$119K Hold
16,310
– – ﹤0.01% 1692
2017
Q2 		$117K Sell
16,310
-2,000
-11% -$14.4K ﹤0.01% 1880
2017
Q1 		$128K Sell
18,310
-17,061
-48% -$118K ﹤0.01% 1791
2016
Q4 		$236K Hold
35,371
– – ﹤0.01% 1324
2016
Q3 		$241K Buy
35,371
+2,000
+6% +$13.8K ﹤0.01% 1302
2016
Q2 		$230K Hold
33,371
– – ﹤0.01% 1188
2016
Q1 		$208K Hold
33,371
– – ﹤0.01% 1193
2015
Q4 		$191K Hold
33,371
– – ﹤0.01% 1228
2015
Q3 		$197K Sell
33,371
-3,086
-8% -$19.3K ﹤0.01% 1203
2015
Q2 		$235K Sell
36,457
-2,914
-7% -$20.3K ﹤0.01% 834
2015
Q1 		$284K Buy
39,371
+3,450
+10% +$24.8K ﹤0.01% 1028
2014
Q4 		$255K Buy
35,921
+34,521
+2,466% +$247K ﹤0.01% 1008
2014
Q3 		$10K Buy
+1,400
New +$10.2K ﹤0.01% 2935
2014
Q1 		– Sell
-1,507
Closed -$10K – 3673
2013
Q4 		$10K Sell
1,507
-743
-33% -$5.13K ﹤0.01% 2558
2013
Q3 		$15K Buy
+2,250
New +$15.5K ﹤0.01% 2245

Other funds holding FT

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Creative Planning's FT Position: Q4 2024 in Review

Creative Planning sold out of Franklin Universal Trust (FT) in Q4 2024, closing a stake of 12,916 shares — an estimated $97.6K sold.

Creative Planning first reported a position in FT in Q3 2013 and held it in 23 quarters. The position peaked at $284K in Q1 2015. 47 funds tracked by Wall St. Rank hold FT as of Q4 2024.

  • Creative Planning reported no remaining Franklin Universal Trust position as of Q4 2024 after selling out during the quarter.
  • Creative Planning sold 12,916 Franklin Universal Trust shares in Q4 2024, an estimated $97.6K.
  • Creative Planning first reported a position in Franklin Universal Trust in Q3 2013 and held it in 23 quarters.
  • Creative Planning's Franklin Universal Trust position peaked at $284K in Q1 2015.
  • 47 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.