PFG Investments’s Franklin Universal Trust FT Stock Holding History

PFG Investments’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	$97.1K	Sell	12,120 -242	-2%	-$1.97K	﹤0.01%	1125
2025 Q4	$98.9K	Buy	12,362 +172	+1%	+$1.38K	﹤0.01%	1093
2025 Q3	$98K	Buy	12,190 +342	+3%	+$2.69K	0.01%	1056
2025 Q2	$90.3K	Buy	11,848 +190	+2%	+$1.41K	0.01%	981
2025 Q1	$87.8K	Buy	11,658 +191	+2%	+$1.44K	0.01%	946
2024 Q4	$83.8K	Sell	11,467 -791	-6%	-$5.95K	0.01%	958
2024 Q3	$92.7K	Sell	12,258 -654	-5%	-$4.67K	0.01%	948
2024 Q2	$87.9K	Buy	12,912 +71	+0.6%	+$477	0.01%	881
2024 Q1	$85.3K	Buy	+12,841	New	+$83.8K	0.01%	975

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

PFG Investments's FT Position: Q1 2026 in Review

PFG Investments reduced its Franklin Universal Trust (FT) stake by 2% in Q1 2026, selling an estimated $1.97K and leaving 12,120 shares worth $97.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1125.

PFG Investments first reported a position in FT in Q1 2024 and has held it in 9 quarters since. The position peaked at $98.9K in Q4 2025. 53 funds tracked by Wall St. Rank hold FT as of Q1 2026.

PFG Investments held 12,120 shares of Franklin Universal Trust worth $97.1K as of Q1 2026.
PFG Investments sold 242 Franklin Universal Trust shares in Q1 2026, an estimated $1.97K.
Franklin Universal Trust made up ﹤0.01% of PFG Investments's portfolio in Q1 2026, its #1125 holding.
PFG Investments first reported a position in Franklin Universal Trust in Q1 2024 and has held it in 9 quarters since.
PFG Investments's Franklin Universal Trust position peaked at $98.9K in Q4 2025.
53 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2026.

Based on PFG Investments's 13F filing for Q1 2026, filed 27 Apr 2026.