Shaker Financial Services, LLC - FRANKLIN UNVL TR ownership

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
Shaker Financial Services, LLC ownership history of FRANKLIN UNVL TR
ValueSharesWeighting
Q3 2023$259,792
-21.2%
40,912
-16.5%
0.12%
-16.0%
Q2 2023$329,649
-40.2%
48,982
-36.7%
0.14%
-40.2%
Q1 2023$551,321
-25.9%
77,324
-30.1%
0.24%
-30.7%
Q4 2022$744,372
+279.8%
110,605
+256.7%
0.35%
+258.8%
Q3 2022$196,000
-91.3%
31,007
-88.3%
0.10%
-87.7%
Q4 2021$2,241,000
+19.8%
264,873
+14.9%
0.79%
+5.7%
Q3 2021$1,870,000
-24.0%
230,617
-22.4%
0.75%
-18.0%
Q2 2021$2,461,000
-39.0%
297,162
-44.8%
0.91%
-43.2%
Q1 2021$4,034,000
+16.7%
537,920
+16.6%
1.61%
+11.5%
Q4 2020$3,457,000
+40.3%
461,483
+27.8%
1.44%
+9.4%
Q3 2020$2,464,000
+117.5%
361,227
+112.3%
1.32%
+110.4%
Q2 2020$1,133,000
+24.1%
170,120
+13.8%
0.63%
+1.5%
Q1 2020$913,000
+20.4%
149,478
+48.7%
0.62%
+59.8%
Q3 2019$758,000
-52.5%
100,545
-53.9%
0.39%
-53.5%
Q2 2019$1,597,000
+397.5%
218,120
+378.6%
0.83%
+409.2%
Q1 2019$321,000
-78.5%
45,577
-79.7%
0.16%
-77.2%
Q3 2018$1,493,000
+61.2%
224,442
+61.9%
0.72%
+57.0%
Q2 2018$926,000
+646.8%
138,616
+653.7%
0.46%
+660.0%
Q1 2018$124,000
-77.1%
18,392
-75.3%
0.06%
-79.1%
Q3 2017$542,000
+143.0%
74,516
+139.2%
0.29%
+129.6%
Q2 2017$223,000
-65.3%
31,153
-66.1%
0.12%
-65.7%
Q1 2017$642,000
+81.9%
91,827
+74.0%
0.36%
+74.2%
Q4 2016$353,000
-35.7%
52,789
-34.6%
0.21%
-41.9%
Q3 2016$549,000
+134.6%
80,731
+115.2%
0.36%
+111.8%
Q1 2016$234,000
-79.2%
37,521
-76.3%
0.17%
-76.4%
Q4 2014$1,125,000
-33.8%
158,494
-34.5%
0.72%
-34.5%
Q3 2014$1,699,000
+8.0%
241,952
+15.8%
1.10%
+15.1%
Q2 2014$1,573,000
+8.0%
208,895
+3.2%
0.96%0.0%
Q1 2014$1,456,000
+10.5%
202,438
+6.6%
0.96%
+4.3%
Q4 2013$1,318,000
-25.5%
189,866
-26.6%
0.92%
-30.1%
Q3 2013$1,768,000
+11.0%
258,848
+11.0%
1.31%
+11.8%
Q2 2013$1,593,000233,2841.17%
Other shareholders
FRANKLIN UNVL TR shareholders Q3 2023
NameSharesValueWeighting ↓
Moloney Securities Asset Management, LLC 496,095$3,150,2050.57%
Uncommon Cents Investing LLC 154,340$980,0610.36%
Koshinski Asset Management, Inc. 367,345$2,332,6380.27%
Shaker Financial Services, LLC 40,912$259,7920.12%
Hennion & Walsh Asset Management, Inc. 148,961$945,9020.06%
Westchester Capital Management, LLC 184,920$1,174,2420.03%
Clear Creek Financial Management, LLC 26,453$167,9770.03%
SeaCrest Wealth Management, LLC 18,495$117,4460.02%
Integrated Wealth Concepts LLC 116,805$741,7120.01%
First Pacific Financial 2,881$18,2950.01%
View complete list of FRANKLIN UNVL TR shareholders