SWM
FT

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

Spire 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
2026
Q1 		– Sell
-4,940
Closed -$39.5K – 2318
2025
Q4 		$39.5K Buy
+4,940
New +$39.5K ﹤0.01% 1254

Other funds holding FT

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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

Spire Wealth Management's FT Position: Q1 2026 in Review

Spire Wealth Management sold out of Franklin Universal Trust (FT) in Q1 2026, closing a stake of 4,940 shares — an estimated $39.5K sold.

Spire Wealth Management first reported a position in FT in Q4 2025 and held it in 1 quarter. The position peaked at $39.5K in Q4 2025. 53 funds tracked by Wall St. Rank hold FT as of Q1 2026.

  • Spire Wealth Management reported no remaining Franklin Universal Trust position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 4,940 Franklin Universal Trust shares in Q1 2026, an estimated $39.5K.
  • Spire Wealth Management first reported a position in Franklin Universal Trust in Q4 2025 and held it in 1 quarter.
  • Spire Wealth Management's Franklin Universal Trust position peaked at $39.5K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.