NFH
FT

NEXT Financial Holdings’s Franklin Universal Trust FT Stock Holding History

NEXT Financial Holdings’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
2019
Q1 		$21K Buy
+3,000
New +$20.3K 0.01% 952

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AC
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RJA
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BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

NEXT Financial Holdings's FT Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Franklin Universal Trust (FT) in Q1 2019: 3,000 shares worth $21K. The stake represents 0.01% of the portfolio and ranks #952 among its holdings.

51 funds tracked by Wall St. Rank hold FT as of Q1 2019.

  • NEXT Financial Holdings held 3,000 shares of Franklin Universal Trust worth $21K as of Q1 2019.
  • Franklin Universal Trust was a new NEXT Financial Holdings position in Q1 2019.
  • Franklin Universal Trust made up 0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #952 holding.
  • 51 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.