FT

Franklin Universal Trust
FT

Overview Fund Activity

52 hedge funds and large institutions have $31.7M invested in Franklin Universal Trust in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
17
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$2.74M
2
BFM
2
Boothbay Fund Management
New York
$1.91M
3
SFS
3
Shaker Financial Services
Virginia
$1.6M
4
RJA
4
Raymond James & Associates
Florida
$2.02M
5
Morgan Stanley
5
Morgan Stanley
New York
$4.99M

Top Sellers

1
AC
1
Almitas Capital
California
$431K
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$0
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$3.47M
4
WAM
4
Wolverine Asset Management
Illinois
$196K
5
FIA
5
FNY Investment Advisers
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$190K 26,004 +4,373 +20%
WS
27
Wedbush Securities
California
$162K 22,171 -2,227 -9%
SWM
28
SeaCrest Wealth Management
New York
$158K 21,536 +7,375 +52%
DA
29
Doliver Advisors
Texas
$150K 20,507 +714 +4%
SWP
30
Stratos Wealth Partners
Ohio
$138K 18,900 – –
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$134K 18,341 -7,908 -30%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$120K 16,433 +16,433 New
LPL Financial
33
LPL Financial
California
$116K 15,799 -3,615 -19%
CA
34
Cetera Advisors
Colorado
$113K 15,722 -265 -2%
CL
35
CSS LLC
Illinois
$112K 15,362 +138 +0.9%
RTS
36
Round Table Services
New Jersey
$108K 14,700 – –
MC
37
Matisse Capital
Oregon
$108K 14,700 – –
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$102K 13,888 +22 +0.2%
CAN
39
Cetera Advisor Networks
California
$92K 12,600 – –
RJT
40
Raymond James Trust
Florida
$78K 10,689 – –
SCM
41
Saba Capital Management
New York
$74K 10,058 – –
NFG
42
Next Financial Group
Texas
$61K 8,308 +5,308 +177%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$31K 4,252 – –
UBS Group
44
UBS Group
Switzerland
$29K 4,003 -1,886 -32%
PA
45
Parallel Advisors
California
$20K 2,800 – –
JFGIW
46
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12K 1,600 +1,600 New
PWMG
47
Prestige Wealth Management Group
New Jersey
$5K 650 – –
BI
48
Bulldog Investors
New Jersey
$3.87K 528,755 +528,755 New
DWM
49
Doyle Wealth Management
Florida
$3K 473 +473 New
RCM
50
Rivernorth Capital Management
Florida
$424 58,214 +58,214 New
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