FT

Franklin Universal Trust

39 hedge funds and large institutions have $29.4M invested in Franklin Universal Trust in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
14
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FIMG
1
Financial & Investment Management Group
Michigan
$10.1M 1,494,406 +363,701 +32%
AAM
2
Advisors Asset Management
Colorado
$3.77M 552,244 -11,981 -2%
BI
3
Bulldog Investors
New Jersey
$2.95M 435,867 +3,459 +0.8%
Wells Fargo
4
Wells Fargo
California
$2.28M 337,380 +69,368 +26%
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$2.03M 300,243 +6,142 +2%
Morgan Stanley
6
Morgan Stanley
New York
$1.65M 244,486 +39,726 +19%
BFEC
7
Benjamin F. Edwards & Company
Missouri
$1M 147,992 +22,929 +18%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$942K 139,448 +8,087 +6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$623K 92,234 -39,345 -30%
Stifel Financial
10
Stifel Financial
Missouri
$593K 87,816 +1,128 +1%
MC
11
Matisse Capital
Oregon
$276K 40,900 -37,052 -48%
DA
12
Doliver Advisors
Texas
$266K 1,193 -17,303 -94%
RJA
13
Raymond James & Associates
Florida
$234K 34,640 -3,000 -8%
GWM
14
Geneos Wealth Management
Colorado
$226K 33,578 -4,477 -12%
LCM
15
Landscape Capital Management
New Jersey
$210K 31,060 +8,148 +36%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$194K 28,710 +13 +0%
AG
17
Advisor Group
Arizona
$186K 27,406 -1,200 -4%
SWP
18
Stratos Wealth Partners
Ohio
$172K 25,400
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$164K 24,229 -2,875 -11%
Bank of America
20
Bank of America
North Carolina
$158K 23,366 +69 +0.3%
Invesco
21
Invesco
Georgia
$156K 23,020 -1,009 -4%
WS
22
Wedbush Securities
California
$146K 21,605 -708 -3%
CRC
23
Curi RMB Capital
Illinois
$129K 19,021 +19,021 New
SFS
24
Shaker Financial Services
Virginia
$124K 18,392 +18,392 New
Creative Planning
25
Creative Planning
Kansas
$113K 16,710 +400 +2%