FGAM
FT

Financial Gravity Asset Management’s Franklin Universal Trust FT Stock Holding History

Financial Gravity 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 		$4K Hold
500
– – ﹤0.01% 670
2025
Q4 		$4K Buy
+500
New +$4K ﹤0.01% 569

Other funds holding FT

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Stifel Financial
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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

Financial Gravity Asset Management's FT Position: Q1 2026 in Review

Financial Gravity Asset Management held its Franklin Universal Trust (FT) position steady in Q1 2026 at 500 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

Financial Gravity Asset Management first reported a position in FT in Q4 2025 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold FT as of Q1 2026.

  • Financial Gravity Asset Management held 500 shares of Franklin Universal Trust worth $4K as of Q1 2026.
  • Financial Gravity Asset Management left its Franklin Universal Trust share count unchanged in Q1 2026.
  • Franklin Universal Trust made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #670 holding.
  • Financial Gravity Asset Management first reported a position in Franklin Universal Trust in Q4 2025 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.