Envestnet Asset Management
FT

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

Envestnet Asset Management’s Portfolio FT Stock Details FT Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
2025
Q4 		$396K Buy
2025
Q3 		$343K Buy
2021
Q1 		– Sell
2020
Q4 		$399K Sell
2020
Q3 		$381K Sell
2020
Q2 		$500K Sell
2020
Q1 		$488K Sell
2019
Q4 		$637K Buy