Highline Wealth Partners
FT icon

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

Highline Wealth Partners’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
Q3 		$2.82K Hold
400
– – ﹤0.01% 1101
2026
Q2 		$3.23K Hold
400
– – ﹤0.01% 988
2026
Q1 		$3.2K Buy
+400
New +$3.25K ﹤0.01% 871

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Highline Wealth Partners's FT Position: Q3 2026 in Review

Highline Wealth Partners held its Franklin Universal Trust (FT) position steady in Q3 2026 at 400 shares worth $2.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1101.

Highline Wealth Partners first reported a position in FT in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.23K in Q2 2026. 10 funds tracked by Wall St. Rank hold FT as of Q3 2026.

  • Highline Wealth Partners held 400 shares of Franklin Universal Trust worth $2.82K as of Q3 2026.
  • Highline Wealth Partners left its Franklin Universal Trust share count unchanged in Q3 2026.
  • Franklin Universal Trust made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #1101 holding.
  • Highline Wealth Partners first reported a position in Franklin Universal Trust in Q1 2026 and has held it in 3 quarters since.
  • Highline Wealth Partners's Franklin Universal Trust position peaked at $3.23K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.