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FT · Franklin Universal Trust

$8.04 +0.03 (+0.37%) At close · Jul 21
Market Cap
$201.81M
Shares
25.13M

Operational details from a fund's annual SEC Form N-CEN — its registration type, reporting period and named service providers such as the adviser, custodian, transfer agent and auditor. Only registered investment companies — mutual funds, ETFs and closed-end funds — file N-CEN, so operating companies show no data.

Filed Period End Type Amendment
2025-11-10 2025-08-31 N-2 Original
2024-11-12 2024-08-31 N-2 Original
2023-11-14 2023-08-31 N-2 Original
2022-11-09 2022-08-31 N-2 Original
2021-11-09 2021-08-31 N-2 Original
2020-11-13 2020-08-31 N-2 Original
Showing 1–6 of 6 filings

Service providers (latest report, filed 2025-11-10)

Role Firm Affiliated
Investment Adviser Franklin Advisers, Inc.
Custodian Franklin Templeton Investor Services LLC Yes
Custodian Inspira Financial
Custodian JPMorgan Chase Bank, N.A.
Custodian LendingClub Bank, N.A.
Transfer Agent Equiniti Trust Company, LLC
Administrator Franklin Templeton Services, LLC Yes
Administrator JPMorgan Chase Bank, N.A.
Administrator US Bank National Association
Pricing Service Bloomberg L.P.
Pricing Service ICE Data Pricing & Reference Data, LLC
Pricing Service IHS Markit Ltd.
Pricing Service Kroll, LLC
Pricing Service LSEG
Shareholder Servicing Agent Equiniti Trust Company, LLC
Independent Public Accountant PRICEWATERHOUSECOOPERS LLP
Key facts CIK 833040 CUSIP 355145103 13F (30d) 9 filings 9 filers Visit website Investor relations