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
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

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Commonwealth Equity Services
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Root Financial Partners's FT Position: Q1 2026 in Review

Root Financial Partners held its Franklin Universal Trust (FT) position steady in Q1 2026 at 1,776 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1517.

Root Financial Partners first reported a position in FT in Q3 2025 and has held it in 3 quarters since. The position peaked at $14.8K in Q3 2025. 53 funds tracked by Wall St. Rank hold FT as of Q1 2026.

  • Root Financial Partners held 1,776 shares of Franklin Universal Trust worth $14.2K as of Q1 2026.
  • Root Financial Partners left its Franklin Universal Trust share count unchanged in Q1 2026.
  • Franklin Universal Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1517 holding.
  • Root Financial Partners first reported a position in Franklin Universal Trust in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Franklin Universal Trust position peaked at $14.8K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.