X ADVISORS, LLC’s Franklin Universal Trust FT Stock Holding History

X ADVISORS, LLC’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	$207K	Buy	+25,493	New	+$206K	0.55%	36

Other funds holding FT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

EPW

Evolve Private Wealth Los Angeles, California $1.64B AUM

HWAM

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

X ADVISORS, LLC's FT Position: Q2 2026 in Review

X ADVISORS, LLC opened a new position in Franklin Universal Trust (FT) in Q2 2026: 25,493 shares worth $207K. The stake represents 0.55% of the portfolio and ranks #36 among its holdings.

41 funds tracked by Wall St. Rank hold FT as of Q2 2026.

X ADVISORS, LLC held 25,493 shares of Franklin Universal Trust worth $207K as of Q2 2026.
Franklin Universal Trust was a new X ADVISORS, LLC position in Q2 2026.
Franklin Universal Trust made up 0.55% of X ADVISORS, LLC's portfolio in Q2 2026, its #36 holding.
41 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q2 2026.

Based on X ADVISORS, LLC's 13F filing for Q2 2026, filed 11 Aug 2026.