FRANKLIN UNVL TR's ticker is FT and the CUSIP is 355145103. A total of 36 filers reported holding FRANKLIN UNVL TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $11,147,000 | +3.8% | 1,755,395 | +8.7% | 4.07% | +15.0% |
| Q3 2018 | $10,740,000 | -4.6% | 1,615,002 | -4.1% | 3.54% | -0.6% |
| Q2 2018 | $11,254,000 | +11.4% | 1,684,657 | +12.7% | 3.56% | +9.5% |
| Q1 2018 | $10,102,000 | +24.6% | 1,494,406 | +32.2% | 3.25% | +15.6% |
| Q4 2017 | $8,107,000 | -0.9% | 1,130,705 | +0.5% | 2.81% | +3.9% |
| Q3 2017 | $8,181,000 | +1.4% | 1,125,359 | -0.3% | 2.70% | -8.3% |
| Q2 2017 | $8,068,000 | +4.2% | 1,128,325 | +1.9% | 2.95% | +12.6% |
| Q1 2017 | $7,742,000 | +6.6% | 1,107,610 | +1.8% | 2.62% | -6.5% |
| Q4 2016 | $7,265,000 | -5.7% | 1,087,614 | -4.0% | 2.80% | +11.1% |
| Q3 2016 | $7,703,000 | -30.1% | 1,132,740 | -29.3% | 2.52% | -25.0% |
| Q2 2016 | $11,024,000 | -9.0% | 1,601,225 | -17.6% | 3.36% | +4.0% |
| Q1 2016 | $12,119,000 | +8.1% | 1,942,218 | -0.8% | 3.23% | +3.6% |
| Q4 2015 | $11,214,000 | +12.2% | 1,957,007 | +15.7% | 3.12% | +12.2% |
| Q3 2015 | $9,997,000 | +12.0% | 1,691,507 | +22.2% | 2.78% | +21.1% |
| Q2 2015 | $8,925,000 | +2.8% | 1,383,754 | +15.1% | 2.30% | +8.7% |
| Q1 2015 | $8,680,000 | -2.8% | 1,202,172 | -4.4% | 2.12% | -10.6% |
| Q4 2014 | $8,928,000 | +16.1% | 1,257,476 | +14.8% | 2.37% | +4.4% |
| Q3 2014 | $7,689,000 | -3.0% | 1,095,324 | +4.0% | 2.27% | +0.0% |
| Q2 2014 | $7,930,000 | +9.7% | 1,053,424 | +4.7% | 2.26% | +7.3% |
| Q1 2014 | $7,231,000 | +9.0% | 1,005,710 | +5.2% | 2.11% | +1.3% |
| Q4 2013 | $6,634,000 | +23.4% | 955,923 | +21.5% | 2.08% | +1.2% |
| Q3 2013 | $5,375,000 | +396.8% | 786,962 | +396.8% | 2.06% | +242.6% |
| Q2 2013 | $1,082,000 | – | 158,398 | – | 0.60% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shaker Financial Services, LLC | 170,120 | $1,133,000 | 0.63% |
| Koshinski Asset Management, Inc. | 481,992 | $3,210,000 | 0.52% |
| Moloney Securities Asset Management, LLC | 267,230 | $1,780,000 | 0.52% |
| Bulldog Investors, LLP | 158,848 | $1,058,000 | 0.47% |
| Uncommon Cents Investing LLC | 100,021 | $666,000 | 0.37% |
| Thomas J. Herzfeld Advisors, Inc. | 15,168 | $106,000 | 0.05% |
| Trek Financial, LLC | 33,085 | $220,000 | 0.04% |
| DOLIVER ADVISORS, LP | 10,964 | $73,000 | 0.03% |
| Foundations Investment Advisors, LLC | 49,472 | $334,000 | 0.03% |
| Advisors Asset Management, Inc. | 209,294 | $1,394,000 | 0.03% |