LPL Financial
FT

LPL Financial’s Franklin Universal Trust FT Stock Holding History

LPL Financial’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 		$4.68M Sell
584,359
-51,335
-8% -$417K ﹤0.01% 2687
2025
Q4 		$5.09M Sell
635,694
-48,496
-7% -$388K ﹤0.01% 2520
2025
Q3 		$5.5M Sell
684,190
-1,208
-0.2% -$9.5K ﹤0.01% 2378
2025
Q2 		$5.22M Buy
685,398
+59,168
+9% +$438K ﹤0.01% 2264
2025
Q1 		$4.72M Sell
626,230
-26,305
-4% -$198K ﹤0.01% 2197
2024
Q4 		$4.77M Buy
652,535
+2,245
+0.3% +$16.9K ﹤0.01% 2121
2024
Q3 		$4.92M Buy
650,290
+12,819
+2% +$91.5K ﹤0.01% 2007
2024
Q2 		$4.34M Buy
637,471
+48,995
+8% +$329K ﹤0.01% 1980
2024
Q1 		$3.91M Buy
588,476
+78,671
+15% +$514K ﹤0.01% 1976
2023
Q4 		$3.39M Buy
509,805
+163,118
+47% +$1.04M ﹤0.01% 1969
2023
Q3 		$2.2M Buy
346,687
+127,982
+59% +$867K ﹤0.01% 2218
2023
Q2 		$1.47M Buy
218,705
+83,317
+62% +$569K ﹤0.01% 2522
2023
Q1 		$965K Buy
135,388
+24,397
+22% +$172K ﹤0.01% 2785
2022
Q4 		$747K Buy
110,991
+18,372
+20% +$123K ﹤0.01% 2887
2022
Q3 		$586K Buy
92,619
+5,454
+6% +$41.5K ﹤0.01% 3009
2022
Q2 		$649K Buy
87,165
+9,019
+12% +$68.9K ﹤0.01% 2962
2022
Q1 		$633K Buy
78,146
+5,102
+7% +$41.7K ﹤0.01% 3012
2021
Q4 		$618K Buy
73,044
+1,683
+2% +$13.9K ﹤0.01% 3092
2021
Q3 		$579K Buy
71,361
+2,795
+4% +$23.6K ﹤0.01% 3083
2021
Q2 		$568K Buy
68,566
+2,100
+3% +$16.6K ﹤0.01% 3053
2021
Q1 		$498K Buy
66,466
+14,097
+27% +$105K ﹤0.01% 3024
2020
Q4 		$392K Buy
52,369
+35,009
+202% +$250K ﹤0.01% 2968
2020
Q3 		$118K Sell
17,360
-318
-2% -$2.21K ﹤0.01% 3332
2020
Q2 		$118K Sell
17,678
-1,281
-7% -$8.37K ﹤0.01% 3271
2020
Q1 		$116K Buy
18,959
+2,510
+15% +$18.5K ﹤0.01% 2968
2019
Q4 		$128K Buy
16,449
+650
+4% +$4.97K ﹤0.01% 3193
2019
Q3 		$119K Hold
15,799
– – ﹤0.01% 3129
2019
Q2 		$116K Sell
15,799
-3,615
-19% -$25.5K ﹤0.01% 3140
2019
Q1 		$137K Sell
19,414
-5,370
-22% -$36.4K ﹤0.01% 3032
2018
Q4 		$157K Buy
24,784
+840
+4% +$5.48K ﹤0.01% 2882
2018
Q3 		$159K Buy
23,944
+2,064
+9% +$13.9K ﹤0.01% 3052
2018
Q2 		$146K Buy
+21,880
New +$146K ﹤0.01% 3056
2017
Q2 		– Sell
-33,185
Closed -$232K – 2868
2017
Q1 		$232K Sell
33,185
-20,195
-38% -$139K ﹤0.01% 2389
2016
Q4 		$357K Buy
53,380
+14,133
+36% +$92.8K ﹤0.01% 2031
2016
Q3 		$262K Sell
39,247
-4,773
-11% -$32.9K ﹤0.01% 2226
2016
Q2 		$305K Sell
44,020
-47,730
-52% -$311K ﹤0.01% 2060
2016
Q1 		$565K Buy
91,750
+2,168
+2% +$12.6K ﹤0.01% 2080
2015
Q4 		$509K Buy
89,582
+43,948
+96% +$260K ﹤0.01% 2175
2015
Q3 		$266K Sell
45,634
-1,929
-4% -$12K ﹤0.01% 2289
2015
Q2 		$309K Buy
47,563
+2,109
+5% +$14.7K ﹤0.01% 2280
2015
Q1 		$325K Sell
45,454
-9,270
-17% -$66.5K ﹤0.01% 2183
2014
Q4 		$389K Buy
54,724
+7,859
+17% +$56.1K ﹤0.01% 1958
2014
Q3 		$330K Buy
46,865
+2,941
+7% +$21.5K ﹤0.01% 2094
2014
Q2 		$331K Sell
43,924
-3,968
-8% -$29.4K ﹤0.01% 2124
2014
Q1 		$344K Sell
47,892
-1,342
-3% -$9.52K ﹤0.01% 2041
2013
Q4 		$342K Buy
49,234
+1,164
+2% +$8.04K ﹤0.01% 2015
2013
Q3 		$327K Sell
48,070
-5,913
-11% -$40.8K ﹤0.01% 1945
2013
Q2 		$369K Buy
+53,983
New +$400K ﹤0.01% 1764

Other funds holding FT

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

LPL Financial's FT Position: Q1 2026 in Review

LPL Financial reduced its Franklin Universal Trust (FT) stake by 8.1% in Q1 2026, selling an estimated $417K and leaving 584,359 shares worth $4.68M. The position accounts for ﹤0.01% of the portfolio, ranked #2687.

LPL Financial first reported a position in FT in Q2 2013 and has held it in 48 quarters since. The position peaked at $5.5M in Q3 2025. 53 funds tracked by Wall St. Rank hold FT as of Q1 2026.

  • LPL Financial held 584,359 shares of Franklin Universal Trust worth $4.68M as of Q1 2026.
  • LPL Financial sold 51,335 Franklin Universal Trust shares in Q1 2026, an estimated $417K.
  • Franklin Universal Trust made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2687 holding.
  • LPL Financial first reported a position in Franklin Universal Trust in Q2 2013 and has held it in 48 quarters since.
  • LPL Financial's Franklin Universal Trust position peaked at $5.5M in Q3 2025.
  • 53 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.