Skip to content

FT FRANKLIN UNVL TR

Follow

SH BEN INT (common), issuer CIK 833040

48 managers (48 13F filers) reported a position in FT shares at 2024-12-31, 4,737,702 shares in all. 4 filers opened a position and 4 filers sold out during the quarter.

Managers
48
13F filers
48
New
4
Added
16
Reduced
16
Sold out
4
Shares held by filers
4,737,702

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Moloney Securities Asset Management, LLC673,296$4.92M0.66%+12,38013F-HRTimeline
LPL Financial LLC652,535$4.77M<0.01%+2,24513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY348,045$2.54M<0.01%+1,79613F-HR/ATimelineGroup
Koshinski Asset Management, Inc.342,280$2.5M0.22%+39613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP273,464$2M<0.01%+16,88213F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.261,755$1.91M0.09%-64,07113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.189,212$1.38M<0.01%+7,34113F-HR/ATimelineGroup
Advisors Asset Management, Inc.177,358$1.3M0.02%new13F-HR/ATimeline
Uncommon Cents Investing LLC172,402$1.26M0.38%+1,92313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC163,545$1.2M<0.01%-2,98913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN146,945$1.07M<0.01%-15,89813F-HRTimelineGroup
Westchester Capital Management, LLCin group Westchester Capital Managemen…133,917$979K0.06%-26,00313F-HRTimelineGroup
Integrated Wealth Concepts LLC126,722$926K0.01%013F-HRTimeline
Sanctuary Advisors, LLC118,249$893K0.01%-7,25013F-HRTimeline
UBS Group AGin group UBS Group AG118,746$868K<0.01%+11,61413F-HRTimelineGroup
Janney Montgomery Scott LLC118,611$867K<0.01%+21,48813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC84,011$614K<0.01%13F-HR/ATimelineGroup
Cetera Investment Advisers79,609$582K<0.01%-4,17713F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…57,572$421K0.04%-24,69613F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC56,050$410K0.11%-1,50013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC54,628$399K<0.01%+22,43313F-HRTimelineGroup
Shaker Financial Services, LLC51,188$374K0.14%+11,04213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC36,591$267K0.01%-2,84813F-HRTimeline
Noble Wealth Management PBC29,000$212K0.15%13F-HRTimeline
Clear Creek Financial Management, LLC26,453$193K0.02%013F-HRTimeline
HighTower Advisors, LLC25,144$184K<0.01%-3,66013F-HRTimeline
Manske Wealth Management21,717$159K0.06%13F-HRTimeline
SeaCrest Wealth Management, LLC20,313$148K0.02%+32513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC20,078$147K<0.01%-10,10713F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.19,300$141K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA18,720$137K<0.01%-7613F-HRTimelineGroup
Cambridge Investment Research Advisors,…17,973$131K<0.01%+81513F-HRTimeline
NewEdge Advisors, LLC16,286$119K<0.01%-47513F-HRTimeline
Bridgewealth Advisory Group, LLC14,910$113K0.03%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,232$111K<0.01%-3,43313F-HRTimelineGroup
PFG Investments, LLC11,467$83.8K0.01%-79113F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC11,210$81.9K0.02%+1,63213F-HRTimeline
WEDBUSH SECURITIES INC10,800$79K<0.01%-6,72013F-HRTimeline
Geneos Wealth Management Inc.10,444$76.3K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,202$23.4K<0.01%013F-HRTimelineGroup
CGC Financial Services, LLC2,413$17.6K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,640$12K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC1,576$11.5K<0.01%new13F-HRTimeline
Avior Wealth Management, LLC1,019$7.45K<0.01%+34013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC860$6K<0.01%+1213F-HRTimelineGroup
McIlrath & Eck, LLC714$5.22K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…500$3.65K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.