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FT

NewEdge Advisors’s Franklin Universal Trust FT Stock Holding History

NewEdge 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
Q3 		– Sell
-13,338
Closed -$102K – 4151
2025
Q2 		$102K Sell
13,338
-674
-5% -$4.99K ﹤0.01% 2418
2025
Q1 		$106K Sell
14,012
-2,274
-14% -$17.1K ﹤0.01% 2278
2024
Q4 		$119K Sell
16,286
-475
-3% -$3.57K ﹤0.01% 2228
2024
Q3 		$127K Sell
16,761
-175
-1% -$1.25K ﹤0.01% 2124
2024
Q2 		$115K Buy
16,936
+1,527
+10% +$10.3K ﹤0.01% 2077
2024
Q1 		$102K Buy
15,409
+4,109
+36% +$26.8K ﹤0.01% 2059
2023
Q4 		$72.9K Sell
11,300
-2,600
-19% -$16.7K ﹤0.01% 2081
2023
Q3 		$88.3K Sell
13,900
-7,000
-33% -$47.4K ﹤0.01% 1883
2023
Q2 		$141K Buy
20,900
+1,700
+9% +$11.6K ﹤0.01% 1744
2023
Q1 		$130K Sell
19,200
-2,100
-10% -$14.8K ﹤0.01% 1664
2022
Q4 		$143K Buy
21,300
+1,300
+7% +$8.68K ﹤0.01% 1302
2022
Q3 		$127K Buy
20,000
+500
+3% +$3.8K ﹤0.01% 1423
2022
Q2 		$145K Buy
19,500
+3,400
+21% +$26K ﹤0.01% 1439
2022
Q1 		$130K Buy
16,100
+2,200
+16% +$18K ﹤0.01% 1063
2021
Q4 		$118K Buy
+13,900
New +$115K ﹤0.01% 1579

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 $1.88B AUM 29.07% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NewEdge Advisors's FT Position: Q3 2025 in Review

NewEdge Advisors sold out of Franklin Universal Trust (FT) in Q3 2025, closing a stake of 13,338 shares — an estimated $102K sold.

NewEdge Advisors first reported a position in FT in Q4 2021 and held it in 15 quarters. The position peaked at $145K in Q2 2022. 50 funds tracked by Wall St. Rank hold FT as of Q3 2025.

  • NewEdge Advisors reported no remaining Franklin Universal Trust position as of Q3 2025 after selling out during the quarter.
  • NewEdge Advisors sold 13,338 Franklin Universal Trust shares in Q3 2025, an estimated $102K.
  • NewEdge Advisors first reported a position in Franklin Universal Trust in Q4 2021 and held it in 15 quarters.
  • NewEdge Advisors's Franklin Universal Trust position peaked at $145K in Q2 2022.
  • 50 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q3 2025.

Based on NewEdge Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.