Focus Partners Wealth
FT

Focus Partners Wealth’s Franklin Universal Trust FT Stock Holding History

Focus Partners 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 		$297K Buy
37,040
+3,351
+10% +$27.2K ﹤0.01% 2203
2025
Q4 		$270K Buy
+33,689
New +$270K ﹤0.01% 2282

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

Focus Partners Wealth's FT Position: Q1 2026 in Review

Focus Partners Wealth increased its Franklin Universal Trust (FT) stake by 9.9% in Q1 2026, buying an estimated $27.2K and bringing the position to 37,040 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #2203.

Focus Partners Wealth 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.

  • Focus Partners Wealth held 37,040 shares of Franklin Universal Trust worth $297K as of Q1 2026.
  • Focus Partners Wealth bought 3,351 Franklin Universal Trust shares in Q1 2026, an estimated $27.2K.
  • Franklin Universal Trust made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2203 holding.
  • Focus Partners Wealth 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 Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.