RFP
FT

Root Financial Partners’s Franklin Universal Trust FT Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-1,776
Closed -$14.2K – 1450
2026
Q1 		$14.2K Hold
1,776
– – ﹤0.01% 1517
2025
Q4 		$14.2K Sell
1,776
-65
-4% -$520 ﹤0.01% 1346
2025
Q3 		$14.8K Buy
+1,841
New +$14.5K ﹤0.01% 1269

Other funds holding FT

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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 $51.6B AUM 27.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Root Financial Partners's FT Position: Q2 2026 in Review

Root Financial Partners sold out of Franklin Universal Trust (FT) in Q2 2026, closing a stake of 1,776 shares — an estimated $14.2K sold.

Root Financial Partners first reported a position in FT in Q3 2025 and held it in 3 quarters. The position peaked at $14.8K in Q3 2025. 59 funds tracked by Wall St. Rank hold FT as of Q2 2026.

  • Root Financial Partners reported no remaining Franklin Universal Trust position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,776 Franklin Universal Trust shares in Q2 2026, an estimated $14.2K.
  • Root Financial Partners first reported a position in Franklin Universal Trust in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Franklin Universal Trust position peaked at $14.8K in Q3 2025.
  • 59 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.