HWP
FT

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
Q2 		$3.23K Hold
400
– – ﹤0.01% 988
2026
Q1 		$3.2K Buy
+400
New +$3.25K ﹤0.01% 871

Other funds holding FT

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Highline Wealth Partners's FT Position: Q2 2026 in Review

Highline Wealth Partners held its Franklin Universal Trust (FT) position steady in Q2 2026 at 400 shares worth $3.23K. The position accounts for ﹤0.01% of the portfolio, ranked #988.

Highline Wealth Partners first reported a position in FT in Q1 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold FT as of Q2 2026.

  • Highline Wealth Partners held 400 shares of Franklin Universal Trust worth $3.23K as of Q2 2026.
  • Highline Wealth Partners left its Franklin Universal Trust share count unchanged in Q2 2026.
  • Franklin Universal Trust made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #988 holding.
  • Highline Wealth Partners first reported a position in Franklin Universal Trust in Q1 2026 and has held it in 2 quarters since.
  • 7 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.