Stratos Wealth Partners’s Franklin Universal Trust FT Stock Holding History

Stratos Wealth 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	$134K	Hold	16,700	–	–	﹤0.01%	1573
2025 Q4	$134K	Hold	16,700	–	–	﹤0.01%	1543
2025 Q3	$134K	Hold	16,700	–	–	﹤0.01%	1508
2025 Q2	$127K	Hold	16,700	–	–	﹤0.01%	1373
2025 Q1	$126K	Sell	16,700 -2,600	-13%	-$19.5K	﹤0.01%	1308
2024 Q4	$141K	Hold	19,300	–	–	﹤0.01%	1382
2024 Q3	$146K	Hold	19,300	–	–	﹤0.01%	1367
2024 Q2	$131K	Sell	19,300 -200	-1%	-$1.34K	﹤0.01%	1310
2024 Q1	$129K	Hold	19,500	–	–	﹤0.01%	1326
2023 Q4	$130K	Hold	19,500	–	–	﹤0.01%	1311
2023 Q3	$124K	Hold	19,500	–	–	﹤0.01%	1217
2023 Q2	$131K	Buy	19,500 +200	+1%	+$1.36K	﹤0.01%	1137
2023 Q1	$138K	Sell	19,300 -200	-1%	-$1.41K	﹤0.01%	1068
2022 Q4	$131K	Hold	19,500	–	–	﹤0.01%	1082
2022 Q3	$123K	Hold	19,500	–	–	﹤0.01%	1063
2022 Q2	$145K	Buy	19,500 +200	+1%	+$1.53K	﹤0.01%	1115
2022 Q1	$156K	Buy	19,300 +200	+1%	+$1.64K	﹤0.01%	1202
2021 Q4	$162K	Hold	19,100	–	–	﹤0.01%	1197
2021 Q3	$155K	Buy	19,100 +200	+1%	+$1.69K	﹤0.01%	1124
2021 Q2	$156K	Hold	18,900	–	–	﹤0.01%	1137
2021 Q1	$142K	Hold	18,900	–	–	﹤0.01%	1072
2020 Q4	$142K	Hold	18,900	–	–	﹤0.01%	1027
2020 Q3	$129K	Hold	18,900	–	–	﹤0.01%	956
2020 Q2	$126K	Hold	18,900	–	–	﹤0.01%	939
2020 Q1	$115K	Hold	18,900	–	–	0.01%	851
2019 Q4	$147K	Hold	18,900	–	–	0.01%	936
2019 Q3	$143K	Hold	18,900	–	–	0.01%	906
2019 Q2	$138K	Hold	18,900	–	–	0.01%	907
2019 Q1	$133K	Hold	18,900	–	–	0.01%	886
2018 Q4	$120K	Hold	18,900	–	–	0.01%	827
2018 Q3	$126K	Hold	18,900	–	–	0.01%	1027
2018 Q2	$126K	Sell	18,900 -6,500	-26%	-$43.5K	0.01%	932
2018 Q1	$172K	Hold	25,400	–	–	0.01%	967
2017 Q4	$182K	Hold	25,400	–	–	0.01%	921
2017 Q3	$185K	Hold	25,400	–	–	0.01%	863
2017 Q2	$182K	Hold	25,400	–	–	0.01%	772
2017 Q1	$178K	Buy	+25,400	New	+$175K	0.01%	742

Other funds holding FT

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stratos Wealth Partners's FT Position: Q1 2026 in Review

Stratos Wealth Partners held its Franklin Universal Trust (FT) position steady in Q1 2026 at 16,700 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

Stratos Wealth Partners first reported a position in FT in Q1 2017 and has held it in 37 quarters since. The position peaked at $185K in Q3 2017. 53 funds tracked by Wall St. Rank hold FT as of Q1 2026.

Stratos Wealth Partners held 16,700 shares of Franklin Universal Trust worth $134K as of Q1 2026.
Stratos Wealth Partners left its Franklin Universal Trust share count unchanged in Q1 2026.
Franklin Universal Trust made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1573 holding.
Stratos Wealth Partners first reported a position in Franklin Universal Trust in Q1 2017 and has held it in 37 quarters since.
Stratos Wealth Partners's Franklin Universal Trust position peaked at $185K in Q3 2017.
53 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.