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 | $945,902 | +74380.5% | 148,961 | -21.1% | 0.06% | -20.0% |
| Q2 2023 | $1,270 | +25.7% | 188,693 | +33.3% | 0.08% | +21.0% |
| Q1 2023 | $1,010 | +66.4% | 141,600 | +57.0% | 0.06% | +67.6% |
| Q4 2022 | $607 | -99.9% | 90,194 | -11.5% | 0.04% | -11.9% |
| Q3 2022 | $645,000 | -15.2% | 101,915 | -0.3% | 0.04% | -10.6% |
| Q2 2022 | $761,000 | -9.3% | 102,171 | -1.4% | 0.05% | +4.4% |
| Q1 2022 | $839,000 | -5.4% | 103,630 | -1.2% | 0.04% | +2.3% |
| Q4 2021 | $887,000 | +28.9% | 104,882 | +23.6% | 0.04% | +22.2% |
| Q3 2021 | $688,000 | +59.3% | 84,831 | +62.5% | 0.04% | +56.5% |
| Q2 2021 | $432,000 | +23.8% | 52,215 | +12.2% | 0.02% | +9.5% |
| Q1 2021 | $349,000 | – | 46,545 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shaker Financial Services, LLC | 170,120 | $1,133,000 | 0.63% |
| Koshinski Asset Management, Inc. | 481,992 | $3,210,000 | 0.52% |
| Moloney Securities Asset Management, LLC | 267,230 | $1,780,000 | 0.52% |
| Bulldog Investors, LLP | 158,848 | $1,058,000 | 0.47% |
| Uncommon Cents Investing LLC | 100,021 | $666,000 | 0.37% |
| Thomas J. Herzfeld Advisors, Inc. | 15,168 | $106,000 | 0.05% |
| Trek Financial, LLC | 33,085 | $220,000 | 0.04% |
| DOLIVER ADVISORS, LP | 10,964 | $73,000 | 0.03% |
| Foundations Investment Advisors, LLC | 49,472 | $334,000 | 0.03% |
| Advisors Asset Management, Inc. | 209,294 | $1,394,000 | 0.03% |