UBS Group AG - FRANKLIN UNVL TR ownership

FRANKLIN UNVL TR's ticker is FT and the CUSIP is 355145103. A total of 32 filers reported holding FRANKLIN UNVL TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
UBS Group AG ownership history of FRANKLIN UNVL TR
ValueSharesWeighting
Q3 2023$682,632
-1.3%
107,501
+4.6%
0.00%
Q2 2023$691,608
-4.3%
102,765
+1.4%
0.00%
Q1 2023$722,911
+21.3%
101,390
+14.5%
0.00%
Q4 2022$595,841
-2.6%
88,535
-8.4%
0.00%
Q3 2022$612,000
-15.4%
96,690
-0.4%
0.00%
Q2 2022$723,000
-7.3%
97,096
+0.8%
0.00%
Q1 2022$780,000
+14.0%
96,278
+19.0%
0.00%
Q4 2021$684,000
+19.6%
80,910
+14.7%
0.00%
Q3 2021$572,000
+8.5%
70,566
+10.9%
0.00%
Q2 2021$527,000
+15.6%
63,640
+4.8%
0.00%
Q1 2021$456,000
+5.6%
60,737
+5.4%
0.00%
Q4 2020$432,000
+92.0%
57,640
+74.3%
0.00%
Q3 2020$225,000
+10.3%
33,064
+7.9%
0.00%
Q2 2020$204,000
+7.9%
30,631
-0.8%
0.00%
Q1 2020$189,000
-7.4%
30,877
+17.6%
0.00%
Q4 2019$204,000
+3.0%
26,2460.0%0.00%
Q3 2019$198,000
+582.8%
26,246
+555.7%
0.00%
Q2 2019$29,000
-29.3%
4,003
-32.0%
0.00%
Q1 2019$41,000
-51.2%
5,889
-55.3%
0.00%
Q4 2018$84,000
+147.1%
13,183
+152.7%
0.00%
Q3 2018$34,000
-66.0%
5,216
-65.0%
0.00%
Q2 2018$100,000
+96.1%
14,894
+96.8%
0.00%
Q1 2018$51,000
-50.0%
7,567
-46.7%
0.00%
Q4 2017$102,000
+50.0%
14,203
+51.3%
0.00%
Q3 2017$68,000
+88.9%
9,387
+87.0%
0.00%
Q2 2017$36,000
-49.3%
5,019
-51.0%
0.00%
Q1 2017$71,000
+42.0%
10,235
+38.0%
0.00%
Q4 2016$50,000
-47.4%
7,416
-46.6%
0.00%
Q3 2016$95,000
+33.8%
13,886
+34.4%
0.00%
Q2 2016$71,000
-55.1%
10,329
-59.3%
0.00%
Q1 2016$158,000
-50.2%
25,354
-54.2%
0.00%
Q4 2015$317,000
-9.4%
55,318
-6.5%
0.00%
Q3 2015$350,000
-7.2%
59,182
+1.4%
0.00%
Q2 2015$377,000
-13.3%
58,387
-3.0%
0.00%
Q1 2015$435,000
+7.4%
60,219
+5.6%
0.00%
Q4 2014$405,00057,0010.00%
Other shareholders
FRANKLIN UNVL TR shareholders Q2 2022
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