Skip to content
Disclosery

FT FRANKLIN UNVL TR

Follow

SH BEN INT (common), issuer CIK 833040

49 managers (49 13F filers) reported a position in FT shares at 2025-06-30, 4,486,394 shares in all. 4 filers opened a position and 1 filer sold out during the quarter.

Managers
49
13F filers
49
New
4
Added
21
Reduced
11
Sold out
1
Shares held by filers
4,486,394

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
LPL Financial LLC685,398$5.22M<0.01%+59,16813F-HRTimeline
Moloney Securities Asset Management, LLC683,165$5.21M0.64%+12,13213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP381,704$2.91M<0.01%-16,10113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY373,324$2.84M<0.01%+23,36313F-HRTimelineGroup
Koshinski Asset Management, Inc.342,036$2.61M0.2%+36513F-HRTimeline
Hennion & Walsh Asset Management, Inc.213,372$1.63M0.07%-45,15213F-HRTimeline
Advisors Asset Management, Inc.211,670$1.61M0.03%-2,82613F-HR/ATimeline
Uncommon Cents Investing LLC181,015$1.38M0.37%+4,39013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC163,821$1.25M<0.01%+36413F-HRTimeline
UBS Group AGin group UBS Group AG152,130$1.16M<0.01%+18,30613F-HRTimelineGroup
Integrated Wealth Concepts LLC126,622$965K0.01%013F-HRTimeline
Westchester Capital Management, LLCin group Westchester Capital Managemen…118,430$902K0.05%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.110,291$840K<0.01%-2,38313F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN107,538$819K<0.01%-41,32113F-HRTimelineGroup
Cetera Investment Advisers74,184$565K<0.01%+18513F-HRTimeline
Shaker Financial Services, LLC70,883$540K0.2%+36,57013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC65,337$498K<0.01%+13,30013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC63,780$486K<0.01%+1,45513F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…32,547$248K0.02%-11,75313F-HRTimelineGroup
Clear Creek Financial Management, LLC29,453$224K0.02%+3,00013F-HRTimeline
NorthCoast Asset Management LLC22,088$168K<0.01%+60913F-HRTimeline
Cambridge Investment Research Advisors,…21,410$163K<0.01%+15113F-HRTimeline
SeaCrest Wealth Management, LLC20,976$160K0.02%+33713F-HRTimeline
Manske Wealth Management20,118$153K0.05%-50013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC19,326$147K<0.01%-1,95713F-HRTimeline
HighTower Advisors, LLC18,261$139K<0.01%+2813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA17,920$137K<0.01%013F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.16,700$127K<0.01%013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,487$118K<0.01%013F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC15,150$115K0.03%-38,40013F-HRTimeline
Bridgewealth Advisory Group, LLC14,910$114K0.03%new13F-HRTimeline
NewEdge Advisors, LLC13,338$102K<0.01%-67413F-HRTimeline
PFG Investments, LLC11,848$90.3K0.01%+19013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,795$89.9K<0.01%+1,07513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,876$82.9K<0.01%+86413F-HRTimelineGroup
Geneos Wealth Management Inc.10,340$78.8K<0.01%-9,54013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC10,269$78.2K0.03%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC7,500$57.1K0.01%+19013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC4,584$34.9K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC4,265$32.5K<0.01%+46413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,202$24.4K<0.01%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,800$21.3K<0.01%013F-HRTimelineGroup
North Capital, Inc.2,413$18.4K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,640$12.5K<0.01%013F-HRTimeline
McIlrath & Eck, LLC714$5.44K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc664$5.06K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…600$4.57K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…500$3.81K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.