Moloney Securities Asset Management, LLC - FRANKLIN UNVL TR ownership

FRANKLIN UNVL TR's ticker is FT and the CUSIP is 355145103. A total of 33 filers reported holding FRANKLIN UNVL TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Moloney Securities Asset Management, LLC ownership history of FRANKLIN UNVL TR
ValueSharesWeighting
Q3 2023$3,150,205
+7.0%
496,095
+13.4%
0.57%
+9.0%
Q2 2023$2,943,853
-2.3%
437,422
+3.5%
0.52%
-7.1%
Q1 2023$3,013,117
+12.5%
422,597
+6.2%
0.56%
-5.1%
Q4 2022$2,678,817
+33.7%
398,041
+25.7%
0.59%
+21.9%
Q3 2022$2,004,000
-14.2%
316,607
+0.9%
0.48%
-11.3%
Q2 2022$2,337,000
-5.2%
313,674
+3.0%
0.55%
+14.2%
Q1 2022$2,466,000
+0.3%
304,453
+4.8%
0.48%
+14.6%
Q4 2021$2,459,000
+4.3%
290,637
+0.0%
0.42%
-2.6%
Q3 2021$2,357,000
-4.5%
290,626
-2.5%
0.43%
-4.5%
Q2 2021$2,468,000
+10.9%
298,116
+0.5%
0.45%
+2.5%
Q1 2021$2,225,000
-1.4%
296,711
-1.5%
0.44%
-12.6%
Q4 2020$2,257,000
+13.8%
301,312
+3.7%
0.50%
-4.2%
Q3 2020$1,983,000
+11.4%
290,691
+8.8%
0.52%
+1.0%
Q2 2020$1,780,000
+40.5%
267,230
+28.8%
0.52%
+14.1%
Q1 2020$1,267,000
-12.9%
207,419
+11.0%
0.45%
+1.1%
Q4 2019$1,454,000
+7.8%
186,944
+4.5%
0.45%
-0.4%
Q3 2019$1,349,000
+9.9%
178,925
+6.7%
0.45%
+10.0%
Q2 2019$1,228,000
+25.6%
167,747
+20.8%
0.41%
+21.3%
Q1 2019$978,000
+78.5%
138,893
+60.9%
0.34%
+50.9%
Q4 2018$548,000
+730.3%
86,340
+763.4%
0.22%
+873.9%
Q3 2018$66,000
-45.9%
10,000
-41.0%
0.02%
-54.9%
Q4 2017$122,000
-0.8%
16,9500.0%0.05%
-7.3%
Q3 2017$123,000
+1.7%
16,9500.0%0.06%
-8.3%
Q2 2017$121,000
+2.5%
16,9500.0%0.06%
-1.6%
Q1 2017$118,000
+4.4%
16,9500.0%0.06%
-10.3%
Q4 2016$113,00016,9500.07%
Other shareholders
FRANKLIN UNVL TR shareholders Q4 2022
NameSharesValueWeighting ↓
Shaker Financial Services, LLC 461,483$3,457,0001.44%
Moloney Securities Asset Management, LLC 301,312$2,257,0000.50%
Koshinski Asset Management, Inc. 454,018$3,401,0000.43%
Uncommon Cents Investing LLC 101,336$759,0000.34%
KESTRA PRIVATE WEALTH SERVICES, LLC 272,296$2,015,0000.15%
WESTERN FINANCIAL Corp 14,418$107,0000.07%
Safeguard Investment Advisory Group, LLC 6,892$51,0000.04%
Trek Financial, LLC 29,921$224,0000.03%
Advisors Asset Management, Inc. 193,387$1,448,0000.02%
SeaCrest Wealth Management, LLC 20,238$152,0000.02%
View complete list of FRANKLIN UNVL TR shareholders