LCM
FT

Landscape Capital Management’s Franklin Universal Trust FT Stock Holding History

Landscape Capital Management’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
Q3 		– Sell
-32,547
Closed -$248K – 679
2025
Q2 		$248K Sell
32,547
-11,753
-27% -$87K 0.02% 558
2025
Q1 		$334K Sell
44,300
-13,272
-23% -$99.7K 0.03% 467
2024
Q4 		$421K Sell
57,572
-24,696
-30% -$186K 0.04% 447
2024
Q3 		$622K Sell
82,268
-11,191
-12% -$79.9K 0.06% 365
2024
Q2 		$636K Buy
93,459
+9,099
+11% +$61.1K 0.05% 422
2024
Q1 		$560K Buy
84,360
+39,948
+90% +$261K 0.05% 423
2023
Q4 		$295K Buy
+44,412
New +$284K 0.03% 570
2023
Q3 		– Sell
-10,133
Closed -$68.2K – 561
2023
Q2 		$68.2K Buy
+10,133
New +$69.2K 0.01% 471
2023
Q1 		– Sell
-16,432
Closed -$111K – 698
2022
Q4 		$111K Buy
+16,432
New +$110K 0.02% 707
2021
Q1 		– Sell
-14,347
Closed -$107K – 469
2020
Q4 		$107K Buy
+14,347
New +$102K 0.02% 351
2020
Q2 		– Sell
-13,718
Closed -$84K – 415
2020
Q1 		$84K Buy
+13,718
New +$101K 0.01% 542
2019
Q4 		– Sell
-93,235
Closed -$703K – 698
2019
Q3 		$703K Sell
93,235
-29,087
-24% -$215K 0.05% 329
2019
Q2 		$895K Buy
122,322
+18,092
+17% +$128K 0.07% 302
2019
Q1 		$734K Buy
104,230
+20,986
+25% +$142K 0.07% 327
2018
Q4 		$529K Sell
83,244
-1,946
-2% -$12.7K 0.04% 448
2018
Q3 		$567K Buy
85,190
+24,749
+41% +$167K 0.04% 379
2018
Q2 		$404K Buy
60,441
+29,381
+95% +$197K 0.03% 331
2018
Q1 		$210K Buy
31,060
+8,148
+36% +$56.2K 0.01% 414
2017
Q4 		$164K Buy
22,912
+1,294
+6% +$9.39K 0.01% 582
2017
Q3 		$157K Buy
21,618
+10,040
+87% +$72.5K 0.02% 476
2017
Q2 		$83K Sell
11,578
-35,596
-75% -$256K 0.01% 308
2017
Q1 		$330K Sell
47,174
-56,710
-55% -$392K 0.03% 379
2016
Q4 		$694K Buy
103,884
+77,326
+291% +$508K 0.09% 215
2016
Q3 		$181K Buy
26,558
+16,510
+164% +$114K 0.02% 384
2016
Q2 		$69K Sell
10,048
-73,109
-88% -$477K 0.01% 521
2016
Q1 		$519K Buy
83,157
+14,349
+21% +$83.7K 0.06% 379
2015
Q4 		$394K Buy
68,808
+3,029
+5% +$17.9K 0.05% 592
2015
Q3 		$389K Buy
65,779
+15,757
+32% +$98.4K 0.05% 397
2015
Q2 		$323K Buy
+50,022
New +$348K 0.05% 497
2015
Q1 		– Sell
-21,336
Closed -$151K – 575
2014
Q4 		$151K Buy
21,336
+5,051
+31% +$36.1K 0.07% 466
2014
Q3 		$114K Buy
16,285
+5,402
+50% +$39.5K 0.08% 332
2014
Q2 		$82K Sell
10,883
-5,815
-35% -$43.1K 0.06% 311
2014
Q1 		$120K Sell
16,698
-1,659
-9% -$11.8K 0.16% 138
2013
Q4 		$127K Buy
+18,357
New +$127K 0.12% 221

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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

Landscape Capital Management's FT Position: Q3 2025 in Review

Landscape Capital Management sold out of Franklin Universal Trust (FT) in Q3 2025, closing a stake of 32,547 shares — an estimated $248K sold.

Landscape Capital Management first reported a position in FT in Q4 2013 and held it in 34 quarters. The position peaked at $895K in Q2 2019. 50 funds tracked by Wall St. Rank hold FT as of Q3 2025.

  • Landscape Capital Management reported no remaining Franklin Universal Trust position as of Q3 2025 after selling out during the quarter.
  • Landscape Capital Management sold 32,547 Franklin Universal Trust shares in Q3 2025, an estimated $248K.
  • Landscape Capital Management first reported a position in Franklin Universal Trust in Q4 2013 and held it in 34 quarters.
  • Landscape Capital Management's Franklin Universal Trust position peaked at $895K in Q2 2019.
  • 50 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q3 2025.

Based on Landscape Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.