FRANKLIN UNVL TR's ticker is FT and the CUSIP is 355145103. A total of 37 filers reported holding FRANKLIN UNVL TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $132,000 | -5.7% | 20,796 | 0.0% | 0.00% | – |
| Q2 2023 | $140,000 | -15.7% | 20,796 | -10.6% | 0.00% | – |
| Q1 2023 | $166,000 | +13.7% | 23,268 | +6.9% | 0.00% | – |
| Q4 2022 | $146,000 | +16.8% | 21,768 | +10.1% | 0.00% | – |
| Q3 2022 | $125,000 | -13.2% | 19,768 | +2.3% | 0.00% | – |
| Q2 2022 | $144,000 | +5.9% | 19,327 | +14.7% | 0.00% | – |
| Q1 2022 | $136,000 | -67.5% | 16,844 | -66.0% | 0.00% | – |
| Q4 2021 | $419,000 | -34.6% | 49,527 | -37.4% | 0.00% | – |
| Q3 2021 | $641,000 | +0.8% | 79,060 | +3.0% | 0.00% | – |
| Q2 2021 | $636,000 | +15.8% | 76,772 | +4.8% | 0.00% | – |
| Q1 2021 | $549,000 | +1.1% | 73,252 | +1.0% | 0.00% | – |
| Q4 2020 | $543,000 | +6.1% | 72,534 | -3.4% | 0.00% | – |
| Q3 2020 | $512,000 | -6.4% | 75,072 | -8.6% | 0.00% | – |
| Q2 2020 | $547,000 | +1.7% | 82,109 | -6.8% | 0.00% | – |
| Q1 2020 | $538,000 | -21.7% | 88,105 | -0.2% | 0.00% | – |
| Q4 2019 | $687,000 | -1.0% | 88,253 | -4.1% | 0.00% | – |
| Q3 2019 | $694,000 | +1.5% | 92,017 | -1.5% | 0.00% | – |
| Q2 2019 | $684,000 | +1.8% | 93,418 | -2.1% | 0.00% | – |
| Q1 2019 | $672,000 | +12.0% | 95,396 | +1.0% | 0.00% | – |
| Q4 2018 | $600,000 | -4.0% | 94,448 | +0.5% | 0.00% | – |
| Q3 2018 | $625,000 | +7.2% | 93,952 | +7.6% | 0.00% | – |
| Q2 2018 | $583,000 | -6.4% | 87,335 | -5.3% | 0.00% | – |
| Q1 2018 | $623,000 | -33.9% | 92,234 | -29.9% | 0.00% | – |
| Q4 2017 | $943,000 | -24.5% | 131,579 | -23.4% | 0.00% | -100.0% |
| Q3 2017 | $1,249,000 | +3.4% | 171,809 | +1.6% | 0.00% | 0.0% |
| Q2 2017 | $1,208,000 | +7.0% | 169,031 | +4.6% | 0.00% | 0.0% |
| Q1 2017 | $1,129,000 | +37.2% | 161,549 | +31.0% | 0.00% | – |
| Q4 2016 | $823,000 | +3.8% | 123,274 | +5.8% | 0.00% | – |
| Q3 2016 | $793,000 | +0.3% | 116,566 | +1.4% | 0.00% | – |
| Q2 2016 | $791,000 | +5.9% | 114,941 | -4.0% | 0.00% | – |
| Q1 2016 | $747,000 | +3.8% | 119,683 | -4.7% | 0.00% | – |
| Q4 2015 | $720,000 | -6.9% | 125,626 | -4.0% | 0.00% | -100.0% |
| Q3 2015 | $773,000 | -24.2% | 130,863 | -17.3% | 0.00% | 0.0% |
| Q2 2015 | $1,020,000 | -11.7% | 158,153 | -1.1% | 0.00% | 0.0% |
| Q1 2015 | $1,155,000 | +3.7% | 159,953 | +1.9% | 0.00% | 0.0% |
| Q4 2014 | $1,114,000 | -0.5% | 156,953 | -1.6% | 0.00% | 0.0% |
| Q3 2014 | $1,120,000 | -6.3% | 159,518 | +0.4% | 0.00% | 0.0% |
| Q2 2014 | $1,195,000 | +5.3% | 158,868 | +0.7% | 0.00% | 0.0% |
| Q1 2014 | $1,135,000 | +11.4% | 157,818 | +7.5% | 0.00% | 0.0% |
| Q4 2013 | $1,019,000 | +17.3% | 146,818 | +15.4% | 0.00% | 0.0% |
| Q3 2013 | $869,000 | +2.1% | 127,218 | +2.1% | 0.00% | 0.0% |
| Q2 2013 | $851,000 | – | 124,558 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shaker Financial Services, LLC | 461,483 | $3,457,000 | 1.44% |
| Moloney Securities Asset Management, LLC | 301,312 | $2,257,000 | 0.50% |
| Koshinski Asset Management, Inc. | 454,018 | $3,401,000 | 0.43% |
| Uncommon Cents Investing LLC | 101,336 | $759,000 | 0.34% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 272,296 | $2,015,000 | 0.15% |
| WESTERN FINANCIAL Corp | 14,418 | $107,000 | 0.07% |
| Safeguard Investment Advisory Group, LLC | 6,892 | $51,000 | 0.04% |
| Trek Financial, LLC | 29,921 | $224,000 | 0.03% |
| Advisors Asset Management, Inc. | 193,387 | $1,448,000 | 0.02% |
| SeaCrest Wealth Management, LLC | 20,238 | $152,000 | 0.02% |