FRANKLIN UNIVERSAL TRUST (FT)
Established on September 23, 1988, Franklin Universal Trust operates as a U.S.-domiciled, closed-end balanced mutual fund. It was initiated by Franklin Resources, Inc. and is actively managed by Franklin Advisers, Inc. The fund directs its capital towards the public equity and fixed income markets throughout the United States, specifically focusing its equity investments on the utility sector. Employing fundamental analysis, it constructs a diverse portfolio comprising corporate debt instruments and dividend-yielding utility stocks. For performance evaluation, the trust measures its equity holdings against the S&P 500 Electric Utilities Index, while its fixed income components are benchmarked against the Credit Suisse High Yield.
Industry: Asset Management
Franklin Universal Trust
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
based on 25.13M shares outstanding
USEstablished on September 23, 1988, Franklin Universal Trust operates as a U.S.-domiciled, closed-end balanced mutual fund.
It was initiated by Franklin Resources, Inc. and is actively managed by Franklin Advisers, Inc. The fund directs its capital towards the public equity and fixed income markets throughout the United States, specifically focusing its equity investments on the utility sector. Employing fundamental analysis, it constructs a diverse portfolio comprising corporate debt instruments and dividend-yielding utility stocks. For performance evaluation, the trust measures its equity holdings against the S&P 500 Electric Utilities Index, while its fixed income components are benchmarked against the Credit Suisse High Yield.
Leadership
Bjorn A. Davis
Chief Compliance Officer
Gregory E. Johnson
Chairman of the Board, Senior Vice President and Trustee
Harris J. Ashton
Trustee
J. Michael Luttig
Trustee
Employees
--
Country
US
Sector
Financial Services
Website
franklintempleton.com
| Name | Shares | % | Source |
|---|---|---|---|
Advisors Asset Management, Inc. | 714.8K | 2.8% | 13F |
LPL Financial LLC | 513.9K | 2.0% | 13F |
MORGAN STANLEY | 427.8K | 1.7% | 13F |
STIFEL FINANCIAL CORP | 380.2K | 1.5% | 13F |
Koshinski Asset Management, Inc. | 326.0K | 1.3% | 13F |
Janney Montgomery Scott LLC | 262.1K | 1.0% | 13F |
COMMONWEALTH EQUITY SERVICES, LLC | 247.5K | 1.0% | 13F |
Uncommon Cents Investing Inc | 192.3K | 0.8% | 13F |
UBS Group AG | 125.0K | 0.5% | 13F |
OSAIC HOLDINGS, INC. | 113.6K | 0.5% | 13F |
based on 25.13M shares outstanding
US30d Avg
61.87K
60d Avg
59.95K
90d Avg
59.39K