As of the latest SEC filings, FRANKLIN UNIVERSAL TRUST (FT) is held by 3 institutional funds. The largest fund shareholder is Virtus Westchester Event-Driven Fund (WCEIX), holding an estimated $352,271.79 in market value, representing 0.27% of its portfolio.
Funds holding FRANKLIN UNIVERSAL TRUST (FT)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- FT
- CIK:
- 0000833040
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
WCEIX
Virtus Westchester Event-Driven Fund
|
MF | Duff & Phelps / Virtus | 0.27% | $352,271.79 | 43,979 | Mar 31, 2026 | May 29, 2026 |
|
-
JNL/Westchester Capital Event Driven Fund
|
ETF | Independent / Boutique | 0.57% | $273,181.05 | 34,105 | Mar 31, 2026 | May 28, 2026 |
|
PMSAX
Global Multi-Strategy Fund
|
MF | Independent / Boutique | 0.02% | $97,921.48 | 11,812 | Feb 28, 2026 | Apr 24, 2026 |
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