IFP Advisors’s Franklin Universal Trust FT Stock Holding History

IFP 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
2023 Q4	–	Sell	-2,000	Closed	-$12.7K	–	3152
2023 Q3	$12.7K	Buy	+2,000	New	+$13.6K	﹤0.01%	2158
2017 Q4	–	Sell	-5,422	Closed	-$39K	–	3901
2017 Q3	$39K	Hold	5,422	–	–	﹤0.01%	2145
2017 Q2	$39K	Hold	5,422	–	–	﹤0.01%	2133
2017 Q1	$38K	Buy	+5,422	New	+$37.4K	﹤0.01%	2081
2016 Q3	–	Sell	-1,842	Closed	-$13K	–	3942
2016 Q2	$13K	Buy	+1,842	New	+$12K	﹤0.01%	2617
2016 Q1	–	Sell	-175	Closed	-$1K	–	2739
2015 Q4	$1K	Buy	+175	New	+$1.04K	﹤0.01%	3514

Other funds holding FT

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

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

HWAM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return

IFP Advisors's FT Position: Q4 2023 in Review

IFP Advisors sold out of Franklin Universal Trust (FT) in Q4 2023, closing a stake of 2,000 shares — an estimated $12.7K sold.

IFP Advisors first reported a position in FT in Q4 2015 and held it in 6 quarters. The position peaked at $39K in Q3 2017. 37 funds tracked by Wall St. Rank hold FT as of Q4 2023.

IFP Advisors reported no remaining Franklin Universal Trust position as of Q4 2023 after selling out during the quarter.
IFP Advisors sold 2,000 Franklin Universal Trust shares in Q4 2023, an estimated $12.7K.
IFP Advisors first reported a position in Franklin Universal Trust in Q4 2015 and held it in 6 quarters.
IFP Advisors's Franklin Universal Trust position peaked at $39K in Q3 2017.
37 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.