Does LPL Financial own FT stock?

Yes. As of its Q3 2026 13F, LPL Financial holds 453,901 shares of FT, worth $3.2M.

How many shares of FT does LPL Financial own?

As of its Q3 2026 13F, LPL Financial holds 453,901 shares of FT.

What is LPL Financial's FT position worth?

As of its Q3 2026 13F, LPL Financial's FT position is worth $3.2M.

Is LPL Financial buying or selling FT?

In Q3 2026, LPL Financial reduced its FT position by 59,955 shares (-11.7%).

When did LPL Financial first buy FT?

LPL Financial already held FT in its Q4 2018 13F, the earliest on record, and has listed it in 32 quarterly 13F filings.

Back to

LPL Financial LLC

FT

32 quarters

Position history for LPL Financial LLC's holdings in Franklin Universal Trust

Current Value

$3.2M

Current Shares

453,901

Total Value Change

+$3M

Total Shares Change

+429,117

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q3 Latest	Decreased	453,901	-11.7%	$3.2M	0.0%	$7.00	0
2026-Q2	Decreased	513,856	-12.1%	$4.1M	0.0%	$7.89	0
2026-Q1	Decreased	584,359	-8.1%	$4.7M	0.0%	$7.71	0
2025-Q4	Decreased	635,694	-7.1%	$5.1M	0.0%	$7.57	0
2025-Q3	Decreased	684,190	-0.2%	$5.5M	0.0%	$7.49	0
2025-Q2	Increased	685,398	+9.4%	$5.2M	0.0%	$6.98	30
2025-Q1	Decreased	626,230	-4.0%	$4.7M	0.0%	$6.78	0
2024-Q4	Increased	652,535	+0.3%	$4.8M	0.0%	$6.47	27
2024-Q3	Increased	650,290	+2.0%	$4.9M	0.0%	$6.58	27
2024-Q2	Increased	637,471	+8.3%	$4.3M	0.0%	$5.82	29
2024-Q1	Increased	588,476	+15.4%	$3.9M	0.0%	$5.57	31
2023-Q4	Increased	509,805	+47.0%	$3.4M	0.0%	$5.47	36
2023-Q3	Increased	346,687	+58.5%	$2.2M	0.0%	$5.12	37
2023-Q2	Increased	218,705	+61.5%	$1.5M	0.0%	$5.32	37
2023-Q1	Increased	135,388	+22.0%	$965,314	0.0%	$5.53	30
2022-Q4	Increased	110,991	+19.8%	$746,970	0.0%	$5.13	29
2022-Q3	Increased	92,619	+6.3%	$586,000	0.0%	$4.69	26
2022-Q2	Increased	87,165	+11.5%	$649,000	0.0%	$5.43	27
2022-Q1	Increased	78,146	+7.0%	$633,000	0.0%	$5.80	26
2021-Q4	Increased	73,044	+2.4%	$618,000	0.0%	$5.96	25
2021-Q3	Increased	71,361	+4.1%	$579,000	0.0%	$5.60	25
2021-Q2	Increased	68,566	+3.2%	$568,000	0.0%	$5.63	25
2021-Q1	Increased	66,466	+26.9%	$498,000	0.0%	$5.03	30
2020-Q4	Increased	52,369	+201.7%	$392,000	0.0%	$4.96	38
2020-Q3	Decreased	17,360	-1.8%	$118,000	0.0%	$4.45	0
2020-Q2	Decreased	17,678	-6.8%	$118,000	0.0%	$4.29	0
2020-Q1	Increased	18,959	+15.3%	$116,000	0.0%	$3.88	25
2019-Q4	Increased	16,449	+4.1%	$128,000	0.0%	$4.87	23
2019-Q3	Unchanged	15,799	0.0%	$119,000	0.0%	$4.66	0
2019-Q2	Decreased	15,799	-18.6%	$116,000	0.0%	$4.47	0
2019-Q1	Decreased	19,414	-21.7%	$137,000	0.0%	$4.24	0
2018-Q4	First report	24,784	-	$157,000	0.0%	$3.77	0

Other major holders of FT: Wells Fargo & Company