McIlrath & Eck’s Franklin Universal Trust FT Stock Holding History

McIlrath & Eck’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	$5.72K	Hold	714	–	–	﹤0.01%	1185
2025 Q4	$5.71K	Hold	714	–	–	﹤0.01%	756
2025 Q3	$5.74K	Hold	714	–	–	﹤0.01%	732
2025 Q2	$5.44K	Hold	714	–	–	﹤0.01%	711
2025 Q1	$5.38K	Hold	714	–	–	﹤0.01%	708
2024 Q4	$5.22K	Hold	714	–	–	﹤0.01%	746
2024 Q3	$5.4K	Hold	714	–	–	﹤0.01%	734
2024 Q2	$4.86K	Buy	+714	New	+$4.79K	﹤0.01%	719

Other funds holding FT

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

McIlrath & Eck's FT Position: Q1 2026 in Review

McIlrath & Eck held its Franklin Universal Trust (FT) position steady in Q1 2026 at 714 shares worth $5.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1185.

McIlrath & Eck first reported a position in FT in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.74K in Q3 2025. 53 funds tracked by Wall St. Rank hold FT as of Q1 2026.

McIlrath & Eck held 714 shares of Franklin Universal Trust worth $5.72K as of Q1 2026.
McIlrath & Eck left its Franklin Universal Trust share count unchanged in Q1 2026.
Franklin Universal Trust made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #1185 holding.
McIlrath & Eck first reported a position in Franklin Universal Trust in Q2 2024 and has held it in 8 quarters since.
McIlrath & Eck's Franklin Universal Trust position peaked at $5.74K in Q3 2025.
53 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.