Janney Montgomery Scott
FT

Janney Montgomery Scott’s Franklin Universal Trust FT Stock Holding History

Janney Montgomery Scott’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 		$2.05M Buy
256,183
+360
+0.1% +$2.92K 0.01% 1270
2025
Q4 		$2.05M Buy
255,823
+23,630
+10% +$189K ﹤0.01% 1326
2025
Q3 		$1.87M Buy
+232,193
New +$1.83M ﹤0.01% 1353
2025
Q1 		– Sell
-118,611
Closed -$867K – 2724
2024
Q4 		$867K Buy
118,611
+21,488
+22% +$162K ﹤0.01% 1641
2024
Q3 		$734K Buy
97,123
+1,941
+2% +$13.9K ﹤0.01% 1712
2024
Q2 		$648K Sell
95,182
-4,206
-4% -$28.2K ﹤0.01% 1707
2024
Q1 		$660K Sell
99,388
-43,885
-31% -$286K ﹤0.01% 1772
2023
Q4 		$953K Sell
143,273
-100,452
-41% -$643K ﹤0.01% 1476
2023
Q3 		$1.55M Buy
243,725
+11,009
+5% +$74.6K 0.01% 1125
2023
Q2 		$1.57M Buy
232,716
+11,254
+5% +$76.8K 0.01% 1195
2023
Q1 		$1.58M Buy
221,462
+2,495
+1% +$17.6K 0.01% 1088
2022
Q4 		$1.47M Buy
218,967
+19,397
+10% +$129K 0.01% 1159
2022
Q3 		$1.26M Buy
199,570
+136,716
+218% +$1.04M 0.01% 1195
2022
Q2 		$468K Buy
+62,854
New +$480K ﹤0.01% 1652
2021
Q4 		– Sell
-12,866
Closed -$104K – 2383
2021
Q3 		$104K Buy
12,866
+27
+0.2% +$228 ﹤0.01% 2242
2021
Q2 		$106K Buy
12,839
+24
+0.2% +$190 ﹤0.01% 2206
2021
Q1 		$96K Buy
12,815
+22
+0.2% +$164 ﹤0.01% 2125
2020
Q4 		$96K Sell
12,793
-1,255
-9% -$8.95K ﹤0.01% 2182
2020
Q3 		$96K Buy
14,048
+23
+0.2% +$160 ﹤0.01% 2003
2020
Q2 		$93K Buy
14,025
+24
+0.2% +$157 ﹤0.01% 1933
2020
Q1 		$86K Sell
14,001
-4,535
-24% -$33.5K ﹤0.01% 1793
2019
Q4 		$144K Buy
18,536
+4,320
+30% +$33K ﹤0.01% 1985
2019
Q3 		$107K Buy
14,216
+328
+2% +$2.43K ﹤0.01% 1980
2019
Q2 		$102K Buy
13,888
+22
+0.2% +$155 ﹤0.01% 1994
2019
Q1 		$98K Sell
13,866
-1,378
-9% -$9.33K ﹤0.01% 1947
2018
Q4 		$97K Sell
15,244
-4,723
-24% -$30.8K ﹤0.01% 1871
2018
Q3 		$133K Sell
19,967
-3,559
-15% -$24K ﹤0.01% 1969
2018
Q2 		$157K Sell
23,526
-703
-3% -$4.7K ﹤0.01% 1900
2018
Q1 		$164K Sell
24,229
-2,875
-11% -$19.8K ﹤0.01% 1848
2017
Q4 		$194K Sell
27,104
-731
-3% -$5.3K ﹤0.01% 1808
2017
Q3 		$202K Sell
27,835
-81
-0.3% -$585 ﹤0.01% 1705
2017
Q2 		$200K Buy
27,916
+1,069
+4% +$7.68K ﹤0.01% 1626
2017
Q1 		$188K Sell
26,847
-31
-0.1% -$214 ﹤0.01% 1632
2016
Q4 		$180K Buy
26,878
+12,395
+86% +$81.4K ﹤0.01% 1562
2016
Q3 		$98K Sell
14,483
-17,507
-55% -$121K ﹤0.01% 1467
2016
Q2 		$220K Buy
31,990
+11,961
+60% +$78K ﹤0.01% 604
2016
Q1 		$125K Buy
20,029
+2,707
+16% +$15.8K ﹤0.01% 1208
2015
Q4 		$99K Buy
17,322
+25
+0.1% +$148 ﹤0.01% 1313
2015
Q3 		$102K Sell
17,297
-25,840
-60% -$161K ﹤0.01% 1336
2015
Q2 		$278K Sell
43,137
-13,600
-24% -$94.7K 0.01% 1543
2015
Q1 		$410K Sell
56,737
-2,467
-4% -$17.7K 0.01% 1512
2014
Q4 		$420K Buy
59,204
+264
+0.4% +$1.89K 0.01% 1437
2014
Q3 		$414K Buy
58,940
+1,061
+2% +$7.76K 0.01% 1418
2014
Q2 		$436K Buy
57,879
+7,160
+14% +$53K 0.01% 1338
2014
Q1 		$365K Sell
50,719
-3,188
-6% -$22.6K 0.01% 1324
2013
Q4 		$374K Sell
53,907
-1,214
-2% -$8.38K 0.01% 1279
2013
Q3 		$376K Buy
+55,121
New +$380K 0.01% 1176

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 $377B 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
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 $666B AUM 30.12% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.87B AUM

Janney Montgomery Scott's FT Position: Q1 2026 in Review

Janney Montgomery Scott increased its Franklin Universal Trust (FT) stake by 0.14% in Q1 2026, buying an estimated $2.92K and bringing the position to 256,183 shares worth $2.05M. The position accounts for 0.01% of the portfolio, ranked #1270.

Janney Montgomery Scott first reported a position in FT in Q3 2013 and has held it in 47 quarters since. 53 funds tracked by Wall St. Rank hold FT as of Q1 2026.

  • Janney Montgomery Scott held 256,183 shares of Franklin Universal Trust worth $2.05M as of Q1 2026.
  • Janney Montgomery Scott bought 360 Franklin Universal Trust shares in Q1 2026, an estimated $2.92K.
  • Franklin Universal Trust made up 0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1270 holding.
  • Janney Montgomery Scott first reported a position in Franklin Universal Trust in Q3 2013 and has held it in 47 quarters since.
  • 53 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.