SWM
FT

SeaCrest Wealth Management’s Franklin Universal Trust FT Stock Holding History

SeaCrest Wealth Management’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
2025
Q4 		– Sell
-21,299
Closed -$172K – 647
2025
Q3 		$172K Buy
21,299
+323
+2% +$2.54K 0.02% 609
2025
Q2 		$160K Buy
20,976
+337
+2% +$2.49K 0.02% 595
2025
Q1 		$155K Buy
20,639
+326
+2% +$2.45K 0.02% 634
2024
Q4 		$148K Buy
20,313
+325
+2% +$2.44K 0.02% 632
2024
Q3 		$151K Buy
19,988
+327
+2% +$2.33K 0.02% 627
2024
Q2 		$134K Buy
19,661
+348
+2% +$2.34K 0.02% 592
2024
Q1 		$128K Buy
19,313
+350
+2% +$2.29K 0.02% 586
2023
Q4 		$126K Buy
18,963
+468
+3% +$3K 0.02% 602
2023
Q3 		$117K Buy
18,495
+322
+2% +$2.18K 0.02% 596
2023
Q2 		$122K Buy
18,173
+313
+2% +$2.14K 0.02% 602
2023
Q1 		$127K Buy
17,860
+446
+3% +$3.14K 0.02% 604
2022
Q4 		$117K Buy
17,414
+309
+2% +$2.06K 0.02% 606
2022
Q3 		$108K Buy
17,105
+780
+5% +$5.93K 0.02% 598
2022
Q2 		$122K Sell
16,325
-257
-2% -$1.96K 0.02% 783
2022
Q1 		$134K Buy
16,582
+328
+2% +$2.68K 0.02% 683
2021
Q4 		$138K Sell
16,254
-2,175
-12% -$17.9K 0.02% 673
2021
Q3 		$149K Buy
18,429
+2,636
+17% +$22.3K 0.02% 642
2021
Q2 		$131K Sell
15,793
-4,630
-23% -$36.6K 0.02% 666
2021
Q1 		$153K Buy
20,423
+185
+0.9% +$1.38K 0.02% 633
2020
Q4 		$152K Buy
20,238
+5,018
+33% +$35.8K 0.02% 597
2020
Q3 		$104K Sell
15,220
-2,218
-13% -$15.4K 0.02% 562
2020
Q2 		$116K Buy
17,438
+2,615
+18% +$17.1K 0.02% 526
2020
Q1 		$91K Buy
14,823
+184
+1% +$1.36K 0.02% 485
2019
Q4 		$114K Sell
14,639
-4,657
-24% -$35.6K 0.02% 539
2019
Q3 		$145K Sell
19,296
-2,240
-10% -$16.6K 0.03% 517
2019
Q2 		$158K Buy
21,536
+7,375
+52% +$52K 0.03% 481
2019
Q1 		$100K Buy
14,161
+185
+1% +$1.25K 0.02% 691
2018
Q4 		$89K Sell
13,976
-9,466
-40% -$61.8K 0.02% 697
2018
Q3 		$156K Buy
23,442
+4,007
+21% +$27K 0.03% 590
2018
Q2 		$130K Buy
19,435
+5,006
+35% +$33.5K 0.02% 641
2018
Q1 		$98K Buy
14,429
+171
+1% +$1.18K 0.02% 709
2017
Q4 		$102K Buy
+14,258
New +$103K 0.02% 714

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

SeaCrest Wealth Management's FT Position: Q4 2025 in Review

SeaCrest Wealth Management sold out of Franklin Universal Trust (FT) in Q4 2025, closing a stake of 21,299 shares — an estimated $172K sold.

SeaCrest Wealth Management first reported a position in FT in Q4 2017 and held it in 32 quarters. The position peaked at $172K in Q3 2025. 54 funds tracked by Wall St. Rank hold FT as of Q4 2025.

  • SeaCrest Wealth Management reported no remaining Franklin Universal Trust position as of Q4 2025 after selling out during the quarter.
  • SeaCrest Wealth Management sold 21,299 Franklin Universal Trust shares in Q4 2025, an estimated $172K.
  • SeaCrest Wealth Management first reported a position in Franklin Universal Trust in Q4 2017 and held it in 32 quarters.
  • SeaCrest Wealth Management's Franklin Universal Trust position peaked at $172K in Q3 2025.
  • 54 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q4 2025.

Based on SeaCrest Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.