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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $123,825 | -5.6% | 19,500 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $131,235 | -4.6% | 19,500 | +1.0% | 0.00% | -25.0% |
| Q1 2023 | $137,609 | +4.9% | 19,300 | -1.0% | 0.00% | +33.3% |
| Q4 2022 | $131,235 | +6.7% | 19,500 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $123,000 | -15.2% | 19,500 | 0.0% | 0.00% | -25.0% |
| Q2 2022 | $145,000 | -7.1% | 19,500 | +1.0% | 0.00% | +33.3% |
| Q1 2022 | $156,000 | -3.7% | 19,300 | +1.0% | 0.00% | -25.0% |
| Q4 2021 | $162,000 | +4.5% | 19,100 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $155,000 | -0.6% | 19,100 | +1.1% | 0.00% | 0.0% |
| Q2 2021 | $156,000 | +9.9% | 18,900 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $142,000 | 0.0% | 18,900 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $142,000 | +10.1% | 18,900 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $129,000 | +2.4% | 18,900 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $126,000 | +9.6% | 18,900 | 0.0% | 0.00% | -20.0% |
| Q1 2020 | $115,000 | -21.8% | 18,900 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $147,000 | +2.8% | 18,900 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $143,000 | +3.6% | 18,900 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $138,000 | +3.8% | 18,900 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $133,000 | +10.8% | 18,900 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $120,000 | -4.8% | 18,900 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $126,000 | 0.0% | 18,900 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $126,000 | -26.7% | 18,900 | -25.6% | 0.01% | -14.3% |
| Q1 2018 | $172,000 | -5.5% | 25,400 | 0.0% | 0.01% | -12.5% |
| Q4 2017 | $182,000 | -1.6% | 25,400 | 0.0% | 0.01% | -11.1% |
| Q3 2017 | $185,000 | +1.6% | 25,400 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $182,000 | +2.2% | 25,400 | 0.0% | 0.01% | -10.0% |
| Q1 2017 | $178,000 | – | 25,400 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shaker Financial Services, LLC | 461,483 | $3,457,000 | 1.44% |
| Moloney Securities Asset Management, LLC | 301,312 | $2,257,000 | 0.50% |
| Koshinski Asset Management, Inc. | 454,018 | $3,401,000 | 0.43% |
| Uncommon Cents Investing LLC | 101,336 | $759,000 | 0.34% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 272,296 | $2,015,000 | 0.15% |
| WESTERN FINANCIAL Corp | 14,418 | $107,000 | 0.07% |
| Safeguard Investment Advisory Group, LLC | 6,892 | $51,000 | 0.04% |
| Trek Financial, LLC | 29,921 | $224,000 | 0.03% |
| Advisors Asset Management, Inc. | 193,387 | $1,448,000 | 0.02% |
| SeaCrest Wealth Management, LLC | 20,238 | $152,000 | 0.02% |