FT

Franklin Universal Trust

41 hedge funds and large institutions have $35.1M invested in Franklin Universal Trust in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
15
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SWM
26
SeaCrest Wealth Management
New York
$149K 18,429 +2,636 +17%
MAFM
27
Mid Atlantic Financial Management
Pennsylvania
$142K 17,500 +2,100 +14%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$141K 17,356 +113 +0.7%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$104K 12,866 +27 +0.2%
ACM
30
Anfield Capital Management
California
$104K 12,565 +12,565 New
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$104K 12,880 +12,880 New
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$83K 10,270 +10,270 New
NFG
33
Next Financial Group
Texas
$34K 4,179
CFGS
34
Concourse Financial Group Securities
Alabama
$28K 3,481 +3,481 New
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$26K 3,202
PA
36
Parallel Advisors
California
$23K 2,800
Citigroup
37
Citigroup
New York
$17K 2,121 +2,121 New
ETI
38
Enterprise Trust & Investment
California
$8K 1,000
PWMG
39
Prestige Wealth Management Group
New Jersey
$5K 650
AWA
40
Arkadios Wealth Advisors
Georgia
$1K 246 -1,826 -88%
GC
41
Guggenheim Capital
Illinois
-17,256 Closed
WFC
42
Western Financial Corp
California
-14,418 Closed
FIA
43
FNY Investment Advisers
New York
-10,000 Closed
CHC
44
City Holding Co
West Virginia
$0 8