EPW
FT

Evolve Private Wealth’s Franklin Universal Trust FT Stock Holding History

Evolve Private Wealth’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 		$893K Sell
111,438
-943
-0.8% -$7.66K 0.05% 367
2025
Q4 		$899K Buy
+112,381
New +$899K 0.05% 330

Other funds holding FT

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Commonwealth Equity Services
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Evolve Private Wealth's FT Position: Q1 2026 in Review

Evolve Private Wealth reduced its Franklin Universal Trust (FT) stake by 0.84% in Q1 2026, selling an estimated $7.66K and leaving 111,438 shares worth $893K. The position accounts for 0.05% of the portfolio, ranked #367.

Evolve Private Wealth first reported a position in FT in Q4 2025 and has held it in 2 quarters since. The position peaked at $899K in Q4 2025. 53 funds tracked by Wall St. Rank hold FT as of Q1 2026.

  • Evolve Private Wealth held 111,438 shares of Franklin Universal Trust worth $893K as of Q1 2026.
  • Evolve Private Wealth sold 943 Franklin Universal Trust shares in Q1 2026, an estimated $7.66K.
  • Franklin Universal Trust made up 0.05% of Evolve Private Wealth's portfolio in Q1 2026, its #367 holding.
  • Evolve Private Wealth first reported a position in Franklin Universal Trust in Q4 2025 and has held it in 2 quarters since.
  • Evolve Private Wealth's Franklin Universal Trust position peaked at $899K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.