HARBOUR INVESTMENTS, INC.

Position in FT — Franklin Universal Trust

CIK 810121 MADISON, WI

Position in FT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$412,482

+$514 QoQ

Shares Held

51,496

0.0% QoQ

Ownership

0.205%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

HARBOUR INVESTMENTS, INC. holds $73,783,402 across 267 Asset Management names. FT ranks #40 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FSK	FS KKR Capital Corp	598,866	$6,096,455
2	BPRE	Bluerock Private Real Estate Fund	296,655	$4,927,439
3	PSLV	Sprott Physical Silver Trust	194,725	$4,749,342
4	CHI	Calamos Convertible Opportunities & Income Fund	275,461	$2,958,451
5	RNP	Cohen & Steers REIT & Preferred & Income Fund Inc	147,240	$2,909,462
6	PHYS	Sprott Physical Gold Trust	80,732	$2,861,142
7	FSCO	FS Credit Opportunities Corp.	510,519	$2,603,646
8	NEA	Nuveen AMT-Free Quality Municipal Income Fund	194,806	$2,187,671

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$412,482	51,496	0.0%	Shares	Sole	2026-05-15
2025-12-31	$411,968	51,496	+15.1%	Shares	Sole	2026-02-09
2025-09-30	$359,757	44,746	+2628.4%	Shares	Sole	2025-11-12
2025-06-30	$12,496	1,640	0.0%	Shares	Sole	2025-07-28
2025-03-31	$12,349	1,640	0.0%	Shares	Sole	2025-05-08
2024-12-31	$11,988	1,640	-99.2%	Shares	Sole	2025-02-10
2021-09-30	$1,675,817	206,636	+0.0%	Shares	Sole	2021-11-15
2021-06-30	$1,710,937	206,635	0.0%	Shares	Sole	2021-08-16
2021-03-31	$1,549,762	206,635	—	Shares	Sole	2021-08-17
No filing history on record for this holder in this stock.