LPL Financial LLC - FRANKLIN UNVL TR ownership

FRANKLIN UNVL TR's ticker is FT and the CUSIP is 355145103. A total of 46 filers reported holding FRANKLIN UNVL TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of FRANKLIN UNVL TR
ValueSharesWeighting
Q3 2023$2,201,461
+49.6%
346,687
+58.5%
0.00%
+100.0%
Q2 2023$1,471,881
+52.5%
218,705
+61.5%
0.00%0.0%
Q1 2023$965,314
+29.2%
135,388
+22.0%
0.00%0.0%
Q4 2022$746,970
+27.5%
110,991
+19.8%
0.00%0.0%
Q3 2022$586,000
-9.7%
92,619
+6.3%
0.00%0.0%
Q2 2022$649,000
+2.5%
87,165
+11.5%
0.00%0.0%
Q1 2022$633,000
+2.4%
78,146
+7.0%
0.00%0.0%
Q4 2021$618,000
+6.7%
73,044
+2.4%
0.00%0.0%
Q3 2021$579,000
+1.9%
71,361
+4.1%
0.00%0.0%
Q2 2021$568,000
+14.1%
68,566
+3.2%
0.00%0.0%
Q1 2021$498,000
+27.0%
66,466
+26.9%
0.00%0.0%
Q4 2020$392,000
+232.2%
52,369
+201.7%
0.00%
Q3 2020$118,0000.0%17,360
-1.8%
0.00%
Q2 2020$118,000
+1.7%
17,678
-6.8%
0.00%
Q1 2020$116,000
-9.4%
18,959
+15.3%
0.00%
Q4 2019$128,000
+7.6%
16,449
+4.1%
0.00%
Q3 2019$119,000
+2.6%
15,7990.0%0.00%
Q2 2019$116,000
-15.3%
15,799
-18.6%
0.00%
Q1 2019$137,000
-12.7%
19,414
-21.7%
0.00%
Q4 2018$157,000
-1.3%
24,784
+3.5%
0.00%
Q3 2018$159,000
+8.9%
23,944
+9.4%
0.00%
Q2 2018$146,000
-37.1%
21,880
-34.1%
0.00%
-100.0%
Q1 2017$232,000
-35.0%
33,185
-37.8%
0.00%
-33.3%
Q4 2016$357,000
+36.3%
53,380
+36.0%
0.00%
+50.0%
Q3 2016$262,000
-14.1%
39,247
-10.8%
0.00%
-33.3%
Q2 2016$305,000
-46.0%
44,020
-52.0%
0.00%
+50.0%
Q1 2016$565,000
+11.0%
91,750
+2.4%
0.00%
+100.0%
Q4 2015$509,000
+91.4%
89,582
+96.3%
0.00%0.0%
Q3 2015$266,000
-13.9%
45,634
-4.1%
0.00%
-50.0%
Q2 2015$309,000
-4.9%
47,563
+4.6%
0.00%0.0%
Q1 2015$325,000
-16.5%
45,454
-16.9%
0.00%0.0%
Q4 2014$389,000
+17.9%
54,724
+16.8%
0.00%0.0%
Q3 2014$330,000
-0.3%
46,865
+6.7%
0.00%0.0%
Q2 2014$331,000
-3.8%
43,924
-8.3%
0.00%0.0%
Q1 2014$344,000
+0.6%
47,892
-2.7%
0.00%0.0%
Q4 2013$342,000
+4.6%
49,234
+2.4%
0.00%0.0%
Q3 2013$327,000
-11.4%
48,070
-11.0%
0.00%
-33.3%
Q2 2013$369,00053,9830.00%
Other shareholders
FRANKLIN UNVL TR shareholders Q4 2020
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