Franklin Universal Trust
About: Franklin Universal Trust is a closed-end management investment company. Its primary investment objective is to provide high, current income consistent with the preservation of capital. Its secondary objective is the growth of income through dividend increases and capital appreciation. The fund invests in two asset classes being the high yield bonds and utility stocks.
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
7,119% more capital invested
Capital invested by funds: $35.1M [Q3] → $2.53B (+$2.5B) [Q4]
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
7% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 15
0.13% more ownership
Funds ownership: 18.47% [Q3] → 18.59% (+0.13%) [Q4]
0% more funds holding
Funds holding: 45 [Q3] → 45 (+0) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for FT.
Financial journalist opinion









