HighTower Advisors’s Franklin Universal Trust FT Stock Holding History

HighTower Advisors’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
2025 Q4	–	Sell	-17,171	Closed	-$138K	–	3764
2025 Q3	$138K	Sell	17,171 -1,090	-6%	-$8.57K	﹤0.01%	3474
2025 Q2	$139K	Buy	18,261 +28	+0.2%	+$207	﹤0.01%	3400
2025 Q1	$137K	Sell	18,233 -6,911	-27%	-$51.9K	﹤0.01%	3293
2024 Q4	$184K	Sell	25,144 -3,660	-13%	-$27.5K	﹤0.01%	3224
2024 Q3	$218K	Buy	28,804 +1,354	+5%	+$9.67K	﹤0.01%	3072
2024 Q2	$179K	Buy	+27,450	New	+$184K	﹤0.01%	3062

Other funds holding FT

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

HighTower Advisors's FT Position: Q4 2025 in Review

HighTower Advisors sold out of Franklin Universal Trust (FT) in Q4 2025, closing a stake of 17,171 shares — an estimated $138K sold.

HighTower Advisors first reported a position in FT in Q2 2024 and held it in 6 quarters. The position peaked at $218K in Q3 2024. 54 funds tracked by Wall St. Rank hold FT as of Q4 2025.

HighTower Advisors reported no remaining Franklin Universal Trust position as of Q4 2025 after selling out during the quarter.
HighTower Advisors sold 17,171 Franklin Universal Trust shares in Q4 2025, an estimated $138K.
HighTower Advisors first reported a position in Franklin Universal Trust in Q2 2024 and held it in 6 quarters.
HighTower Advisors's Franklin Universal Trust position peaked at $218K in Q3 2024.
54 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q4 2025.

Based on HighTower Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.