FT

Franklin Universal Trust
FT

Overview Fund Activity

34 hedge funds and large institutions have $24.9M invested in Franklin Universal Trust in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 7 closing their positions.

Holders
34
Holders Change
-1
Holders Change %
-2.86%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
7
Increased
15
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.23M
2
Stifel Financial
2
Stifel Financial
Missouri
$836K
3
GWM
3
Geneos Wealth Management
Colorado
$257K
4
SFS
4
Shaker Financial Services
Virginia
$234K
5
FAAS
5
First Allied Advisory Services
California
$206K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$2.44M
2
SG Americas Securities
2
SG Americas Securities
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$158K
4
DA
4
Doliver Advisors
Texas
$0
5
US Bancorp
5
US Bancorp
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FIMG
1
Financial & Investment Management Group
Michigan
$12.1M 1,942,218 -14,789 -0.8%
AAM
2
Advisors Asset Management
Colorado
$2.44M 390,483 -75,054 -16%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$2.23M 357,341 +85,961 +32%
Wells Fargo
4
Wells Fargo
California
$1.06M 169,516 +1,577 +0.9%
Stifel Financial
5
Stifel Financial
Missouri
$836K 134,050 +80,749 +151%
Morgan Stanley
6
Morgan Stanley
New York
$786K 126,005 +11,209 +10%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$747K 119,683 -5,943 -5%
LPL Financial
8
LPL Financial
California
$565K 91,750 +2,168 +2%
LCM
9
Landscape Capital Management
New Jersey
$519K 83,157 +14,349 +21%
NFG
10
Next Financial Group
Texas
$379K 60,750 +4,300 +8%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$347K 55,760 +116 +0.2%
CAN
12
Cetera Advisor Networks
California
$308K 49,386 +30,986 +168%
GWM
13
Geneos Wealth Management
Colorado
$257K 41,000 +41,000 New
SFS
14
Shaker Financial Services
Virginia
$234K 37,521 +37,521 New
Creative Planning
15
Creative Planning
Kansas
$208K 33,371 – –
FAAS
16
First Allied Advisory Services
California
$206K 32,911 +32,911 New
WS
17
Wedbush Securities
California
$197K 31,561 +8,814 +39%
Citigroup
18
Citigroup
New York
$187K 29,958 +23,641 +374%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$179K 28,697 -2,270 -7%
AIG
20
American International Group
New York
$176K 28,227 +9,638 +52%
UBS Group
21
UBS Group
Switzerland
$158K 25,354 -29,964 -54%
RJA
22
Raymond James & Associates
Florida
$154K 24,645 +24,645 New
CA
23
Cetera Advisors
Colorado
$147K 23,741 -1,981 -8%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$125K 20,029 +2,707 +16%
Bank of America
25
Bank of America
North Carolina
$106K 17,067 -3,601 -17%
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