Advisors Asset Management, Inc. - FRANKLIN UNVL TR ownership

FRANKLIN UNVL TR's ticker is FT and the CUSIP is 355145103. A total of 39 filers reported holding FRANKLIN UNVL TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Advisors Asset Management, Inc. ownership history of FRANKLIN UNVL TR
ValueSharesWeighting
Q1 2022$111,000
-65.3%
13,684
-63.9%
0.00%
-60.0%
Q4 2021$320,000
-73.6%
37,856
-74.7%
0.01%
-72.2%
Q3 2021$1,214,000
-4.9%
149,657
-2.9%
0.02%
-5.3%
Q2 2021$1,276,000
+8.7%
154,107
-1.6%
0.02%
+5.6%
Q1 2021$1,174,000
-18.9%
156,539
-19.1%
0.02%
-25.0%
Q4 2020$1,448,000
+3.7%
193,387
-5.5%
0.02%
-7.7%
Q3 2020$1,396,000
+0.1%
204,734
-2.2%
0.03%
-3.7%
Q2 2020$1,394,000
+18.5%
209,294
+8.7%
0.03%
-3.6%
Q1 2020$1,176,000
-11.1%
192,478
+13.2%
0.03%
+21.7%
Q4 2019$1,323,000
+82.2%
170,071
+76.6%
0.02%
+76.9%
Q3 2019$726,000
-15.0%
96,314
-17.4%
0.01%
-13.3%
Q2 2019$854,0000.0%116,617
-3.7%
0.02%0.0%
Q1 2019$854,000
-54.1%
121,150
-58.6%
0.02%
-59.5%
Q4 2018$1,859,000
-9.9%
292,759
-5.7%
0.04%
+8.8%
Q3 2018$2,064,000
-7.9%
310,411
-7.4%
0.03%
-10.5%
Q2 2018$2,240,000
-40.5%
335,356
-39.3%
0.04%
-39.7%
Q1 2018$3,766,000
-6.9%
552,244
-2.1%
0.06%
-4.5%
Q4 2017$4,045,000
-18.0%
564,225
-16.9%
0.07%
-20.5%
Q3 2017$4,934,000
-13.8%
678,673
-15.0%
0.08%
-13.5%
Q2 2017$5,725,000
+11.0%
798,500
+8.3%
0.10%
+11.6%
Q1 2017$5,156,000
+25.5%
737,566
+19.9%
0.09%
+26.5%
Q4 2016$4,110,000
+3.0%
615,196
+4.9%
0.07%
+4.6%
Q3 2016$3,990,000
+23.4%
586,731
+25.2%
0.06%
+25.0%
Q2 2016$3,233,000
+32.7%
468,497
+20.0%
0.05%
+26.8%
Q1 2016$2,437,000
-8.7%
390,483
-16.1%
0.04%
-2.4%
Q4 2015$2,668,000
-14.8%
465,537
-12.2%
0.04%
-16.0%
Q3 2015$3,132,000
-12.5%
530,004
-4.5%
0.05%
+2.0%
Q2 2015$3,580,000
-9.0%
554,979
+2.0%
0.05%
-5.8%
Q1 2015$3,934,000
+58.6%
544,111
+55.7%
0.05%
+57.6%
Q4 2014$2,481,000
+56.4%
349,461
+55.1%
0.03%
+50.0%
Q3 2014$1,586,000
-3.2%
225,306
+3.4%
0.02%
-4.3%
Q2 2014$1,638,000
+35.0%
217,858
+29.5%
0.02%
+27.8%
Q1 2014$1,213,000
-26.6%
168,215
-29.4%
0.02%
-33.3%
Q4 2013$1,653,000
-41.9%
238,129
-42.6%
0.03%
-46.0%
Q3 2013$2,843,000
-25.0%
414,983
-25.2%
0.05%
-30.6%
Q2 2013$3,790,000554,9020.07%
Other shareholders
FRANKLIN UNVL TR shareholders Q4 2021
NameSharesValueWeighting ↓
Shaker Financial Services, LLC 170,120$1,133,0000.63%
Koshinski Asset Management, Inc. 481,992$3,210,0000.52%
Moloney Securities Asset Management, LLC 267,230$1,780,0000.52%
Bulldog Investors, LLP 158,848$1,058,0000.47%
Uncommon Cents Investing LLC 100,021$666,0000.37%
Thomas J. Herzfeld Advisors, Inc. 15,168$106,0000.05%
Trek Financial, LLC 33,085$220,0000.04%
DOLIVER ADVISORS, LP 10,964$73,0000.03%
Foundations Investment Advisors, LLC 49,472$334,0000.03%
Advisors Asset Management, Inc. 209,294$1,394,0000.03%
View complete list of FRANKLIN UNVL TR shareholders