Prospera Financial Services’s Franklin Universal Trust FT Stock Holding History

Prospera Financial Services’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
2023 Q2	–	Sell	-17,690	Closed	-$126K	–	1035
2023 Q1	$126K	Hold	17,690	–	–	0.01%	924
2022 Q4	$119K	Buy	+17,690	New	+$118K	0.01%	866
2022 Q2	–	Sell	-26,430	Closed	-$214K	–	1972
2022 Q1	$214K	Hold	26,430	–	–	0.01%	868
2021 Q4	$223K	Hold	26,430	–	–	0.01%	799
2021 Q3	$214K	Hold	26,430	–	–	0.01%	750
2021 Q2	$219K	Hold	26,430	–	–	0.01%	742
2021 Q1	$199K	Buy	+26,430	New	+$197K	0.01%	721
2020 Q4	–	Sell	-1,000	Closed	-$7K	–	991
2020 Q3	$7K	Buy	+1,000	New	+$6.94K	﹤0.01%	1201

Other funds holding FT

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Prospera Financial Services's FT Position: Q2 2023 in Review

Prospera Financial Services sold out of Franklin Universal Trust (FT) in Q2 2023, closing a stake of 17,690 shares — an estimated $126K sold.

Prospera Financial Services first reported a position in FT in Q3 2020 and held it in 8 quarters. The position peaked at $223K in Q4 2021. 34 funds tracked by Wall St. Rank hold FT as of Q2 2023.

Prospera Financial Services reported no remaining Franklin Universal Trust position as of Q2 2023 after selling out during the quarter.
Prospera Financial Services sold 17,690 Franklin Universal Trust shares in Q2 2023, an estimated $126K.
Prospera Financial Services first reported a position in Franklin Universal Trust in Q3 2020 and held it in 8 quarters.
Prospera Financial Services's Franklin Universal Trust position peaked at $223K in Q4 2021.
34 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q2 2023.

Based on Prospera Financial Services's 13F filing for Q2 2023, filed 8 Aug 2023.