FT

Franklin Universal Trust
FT

Overview Fund Activity

39 hedge funds and large institutions have $37.8M invested in Franklin Universal Trust in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
39
Holders Change
-3
Holders Change %
-7.14%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
17
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCP
1
Clough Capital Partners
Massachusetts
$534K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.15M
3
Wells Fargo
3
Wells Fargo
California
$4.64M
4
Stifel Financial
4
Stifel Financial
Missouri
$2.39M
5
FIA
5
FNY Investment Advisers
New York
$82K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$2.46M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$2.41M
3
WAM
3
Wolverine Asset Management
Illinois
$0
4
CL
4
CSS LLC
Illinois
$0
5
ACM
5
Anfield Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GC
26
Guggenheim Capital
Illinois
$143K 17,256 -3,199 -16%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$143K 17,243 +101 +0.6%
SWM
28
SeaCrest Wealth Management
New York
$131K 15,793 -4,630 -23%
MAFM
29
Mid Atlantic Financial Management
Pennsylvania
$128K 15,400 -8,226 -35%
WFC
30
Western Financial Corp
California
$119K 14,418 – –
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$106K 12,839 +24 +0.2%
FIA
32
FNY Investment Advisers
New York
$82K 10,000 +10,000 New
NFG
33
Next Financial Group
Texas
$35K 4,179 – –
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$27K 3,202 – –
PA
35
Parallel Advisors
California
$23K 2,800 – –
AWA
36
Arkadios Wealth Advisors
Georgia
$17K 2,072 +1,664 +408%
ETI
37
Enterprise Trust & Investment
California
$8K 1,000 +1,000 New
PWMG
38
Prestige Wealth Management Group
New Jersey
$5K 650 – –
WAM
39
Wolverine Asset Management
Illinois
– – -82,901 Closed
CL
40
CSS LLC
Illinois
– – -15,713 Closed
ACM
41
Anfield Capital Management
California
– – -10,958 Closed
CMA
42
Cedar Mountain Advisors
Oregon
– – -2,413 Closed
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
– – -1,456 Closed
AIC
44
Ameritas Investment Company
Nebraska
– – -200 Closed
CHC
45
City Holding Co
West Virginia
$0 8 – –
CFGS
46
Concourse Financial Group Securities
Alabama
– – – –
1
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