Envestnet Asset Management’s Franklin Universal Trust FT Stock Holding History

Envestnet Asset Management’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	–	Sell	-49,557	Closed	-$396K	–	4758
2025 Q4	$396K	Buy	49,557 +6,941	+16%	+$55.5K	﹤0.01%	3857
2025 Q3	$343K	Buy	+42,616	New	+$335K	﹤0.01%	3995
2021 Q1	–	Sell	-53,286	Closed	-$399K	–	3535
2020 Q4	$399K	Sell	53,286 -2,528	-5%	-$18K	﹤0.01%	2770
2020 Q3	$381K	Sell	55,814 -19,215	-26%	-$133K	﹤0.01%	2614
2020 Q2	$500K	Sell	75,029 -4,879	-6%	-$31.9K	﹤0.01%	2424
2020 Q1	$488K	Sell	79,908 -1,948	-2%	-$14.4K	﹤0.01%	2259
2019 Q4	$637K	Buy	+81,856	New	+$625K	﹤0.01%	2301

Other funds holding FT

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management's FT Position: Q1 2026 in Review

Envestnet Asset Management sold out of Franklin Universal Trust (FT) in Q1 2026, closing a stake of 49,557 shares — an estimated $396K sold.

Envestnet Asset Management first reported a position in FT in Q4 2019 and held it in 7 quarters. The position peaked at $637K in Q4 2019. 53 funds tracked by Wall St. Rank hold FT as of Q1 2026.

Envestnet Asset Management reported no remaining Franklin Universal Trust position as of Q1 2026 after selling out during the quarter.
Envestnet Asset Management sold 49,557 Franklin Universal Trust shares in Q1 2026, an estimated $396K.
Envestnet Asset Management first reported a position in Franklin Universal Trust in Q4 2019 and held it in 7 quarters.
Envestnet Asset Management's Franklin Universal Trust position peaked at $637K in Q4 2019.
53 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.