Foundations Investment Advisors, LLC - FRANKLIN UNVL TR ownership

FRANKLIN UNVL TR's ticker is FT and the CUSIP is 355145103. A total of 40 filers reported holding FRANKLIN UNVL TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Foundations Investment Advisors, LLC ownership history of FRANKLIN UNVL TR
ValueSharesWeighting
Q1 2023$1,999,279
+15.4%
280,404
+8.9%
0.07%
+2.9%
Q4 2022$1,732,431
+53.9%
257,419
+44.7%
0.07%
+40.8%
Q3 2022$1,126,000
+11.3%
177,862
+31.9%
0.05%
+16.7%
Q2 2022$1,012,000
+167.7%
134,884
+186.3%
0.04%
+180.0%
Q1 2022$378,000
+31.2%
47,119
+35.0%
0.02%
+36.4%
Q4 2021$288,000
+34.0%
34,907
+33.7%
0.01%
+22.2%
Q3 2021$215,0000.0%26,106
+0.9%
0.01%
-10.0%
Q2 2021$215,000
+9.1%
25,870
-0.6%
0.01%
-9.1%
Q1 2021$197,000
+6.5%
26,034
+4.7%
0.01%
-8.3%
Q4 2020$185,000
+71.3%
24,871
+58.2%
0.01%
-50.0%
Q3 2020$108,000
-67.7%
15,724
-68.2%
0.02%
-20.0%
Q2 2020$334,00049,4720.03%
Other shareholders
FRANKLIN UNVL TR shareholders Q2 2021
NameSharesValueWeighting ↓
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 1,128,325$8,068,0002.95%
Koshinski Asset Management, Inc. 315,286$2,254,0000.82%
Matisse Capital 112,181$802,0000.41%
Bulldog Investors, LLP 115,385$825,0000.21%
Shaker Financial Services, LLC 31,153$223,0000.12%
Advisors Asset Management, Inc. 798,500$5,725,0000.10%
WEDBUSH SECURITIES INC 85,328$610,0000.08%
Moloney Securities Asset Management, LLC 16,950$121,0000.06%
Geneos Wealth Management Inc. 37,013$264,0000.03%
Cetera Advisor Networks LLC 46,352$330,0000.02%
View complete list of FRANKLIN UNVL TR shareholders