HI
FT

Harbour Investments’s Franklin Universal Trust FT Stock Holding History

Harbour Investments’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 		$412K Hold
51,496
– – 0.01% 1149
2025
Q4 		$412K Buy
51,496
+6,750
+15% +$54K 0.01% 939
2025
Q3 		$360K Buy
44,746
+43,106
+2,628% +$339K 0.01% 955
2025
Q2 		$12.5K Hold
1,640
– – ﹤0.01% 2454
2025
Q1 		$12.3K Hold
1,640
– – ﹤0.01% 2419
2024
Q4 		$12K Buy
+1,640
New +$12.3K ﹤0.01% 2362
2021
Q4 		– Sell
-206,636
Closed -$1.68M – 3014
2021
Q3 		$1.68M Buy
206,636
+1
+0% +$8 0.05% 324
2021
Q2 		$1.71M Hold
206,635
– – 0.05% 321
2021
Q1 		$1.55M Buy
+206,635
New +$1.54M 0.06% 304

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 $376B 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 $564B AUM 30.12% 1-Year Est. Return