XA
FT

X Advisors’s Franklin Universal Trust FT Stock Holding History

X Advisors’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

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Commonwealth Equity Services
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

X Advisors's FT Position: Q2 2026 in Review

X Advisors 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.

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

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

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