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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-20,078
Closed -$147K – 2801
2024
Q4 		$147K Sell
20,078
-10,107
-33% -$73.9K ﹤0.01% 2524
2024
Q3 		$228K Buy
30,185
+503
+2% +$3.8K ﹤0.01% 2274
2024
Q2 		$202K Buy
+29,682
New +$202K ﹤0.01% 2398