MYIA
FT

Mount Yale Investment Advisors’s Franklin Universal Trust FT Stock Holding History

Mount Yale Investment Advisors’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
Q4 		– Sell
-24,463
Closed -$197K – 753
2025
Q3 		$197K Buy
+24,463
New +$192K 0.01% 637

Other funds holding FT

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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 $1.88B AUM 29.07% 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 $79.5B AUM 27.1% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Mount Yale Investment Advisors's FT Position: Q4 2025 in Review

Mount Yale Investment Advisors sold out of Franklin Universal Trust (FT) in Q4 2025, closing a stake of 24,463 shares — an estimated $197K sold.

Mount Yale Investment Advisors first reported a position in FT in Q3 2025 and held it in 1 quarter. The position peaked at $197K in Q3 2025. 54 funds tracked by Wall St. Rank hold FT as of Q4 2025.

  • Mount Yale Investment Advisors reported no remaining Franklin Universal Trust position as of Q4 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 24,463 Franklin Universal Trust shares in Q4 2025, an estimated $197K.
  • Mount Yale Investment Advisors first reported a position in Franklin Universal Trust in Q3 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Franklin Universal Trust position peaked at $197K in Q3 2025.
  • 54 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q4 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.