North Capital’s Franklin Universal Trust FT Stock Holding History

North Capital’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	-2,414	Closed	-$19.4K	–	323
2025 Q3	$19.4K	Buy	2,414 +1	+0%	+$8	0.02%	312
2025 Q2	$18.4K	Hold	2,413	–	–	0.02%	314
2025 Q1	$18.2K	Buy	+2,413	New	+$18.1K	0.02%	301

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

North Capital's FT Position: Q4 2025 in Review

North Capital sold out of Franklin Universal Trust (FT) in Q4 2025, closing a stake of 2,414 shares — an estimated $19.4K sold.

North Capital first reported a position in FT in Q1 2025 and held it in 3 quarters. The position peaked at $19.4K in Q3 2025. 54 funds tracked by Wall St. Rank hold FT as of Q4 2025.

North Capital reported no remaining Franklin Universal Trust position as of Q4 2025 after selling out during the quarter.
North Capital sold 2,414 Franklin Universal Trust shares in Q4 2025, an estimated $19.4K.
North Capital first reported a position in Franklin Universal Trust in Q1 2025 and held it in 3 quarters.
North Capital's Franklin Universal Trust position peaked at $19.4K in Q3 2025.
54 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.