KAS
FT

Kestra Advisory Services’s Franklin Universal Trust FT Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-20,078
Closed -$147K – 2810
2024
Q4 		$147K Sell
20,078
-10,107
-33% -$76K ﹤0.01% 2536
2024
Q3 		$228K Buy
30,185
+503
+2% +$3.59K ﹤0.01% 2283
2024
Q2 		$202K Buy
+29,682
New +$199K ﹤0.01% 2405

Other funds holding FT

MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kestra Advisory Services's FT Position: Q1 2025 in Review

Kestra Advisory Services sold out of Franklin Universal Trust (FT) in Q1 2025, closing a stake of 20,078 shares — an estimated $147K sold.

Kestra Advisory Services first reported a position in FT in Q2 2024 and held it in 3 quarters. The position peaked at $228K in Q3 2024. 45 funds tracked by Wall St. Rank hold FT as of Q1 2025.

  • Kestra Advisory Services reported no remaining Franklin Universal Trust position as of Q1 2025 after selling out during the quarter.
  • Kestra Advisory Services sold 20,078 Franklin Universal Trust shares in Q1 2025, an estimated $147K.
  • Kestra Advisory Services first reported a position in Franklin Universal Trust in Q2 2024 and held it in 3 quarters.
  • Kestra Advisory Services's Franklin Universal Trust position peaked at $228K in Q3 2024.
  • 45 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2025.

Based on Kestra Advisory Services's 13F filing for Q1 2025, filed 14 May 2025.