Franklin Universal Trust (FT) — SEC Filings
Franklin Universal Trust (FT) — 4 SEC filings. Latest: N-CSRS (Apr 30, 2026). Includes 2 DEF 14A, 1 N-CSRS, 1 40-17F2.
View Franklin Universal Trust on SEC EDGAR
Overview
Franklin Universal Trust (FT) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a N-CSRS filed on Apr 30, 2026: Franklin Universal Trust filed its Semi-Annual Certified Shareholder Report (N-CSRS) on April 30, 2026, for the period ending February 28, 2026. The filing includes certifications pursuant to Sections 302 and 906 of the Sarbanes-Oxley Act of 2002, along with the main N-CSRS report and press exhibit.
Sentiment Summary
Across 4 filings, the sentiment breakdown is: 4 neutral. The dominant filing sentiment for Franklin Universal Trust is neutral.
Filing Type Overview
Franklin Universal Trust (FT) has filed 1 N-CSRS, 1 40-17F2, 2 DEF 14A with the SEC between Feb 2024 to Apr 2026.
Filings by Year
Recent SEC Filings (4)
| Date | Form | Description | Risk |
|---|---|---|---|
| Apr 30, 2026 | N-CSRS | Franklin Universal Trust Files Semi-Annual Shareholder Report | low |
| Mar 25, 2026 | 40-17F2 | Franklin Universal Trust Files Custody Certificate | |
| Feb 7, 2025 | DEF 14A | Franklin Universal Trust Files 2025 Proxy Statement | low |
| Feb 6, 2024 | DEF 14A | Franklin Universal Trust Schedules Annual Shareholder Meeting for March 7, 2024 | low |
Risk Profile
Risk Assessment: Of FT's 3 recent filings, 0 were flagged as high-risk, 0 as medium-risk, and 3 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Industry Context
Franklin Universal Trust operates within the investment management industry, providing fiduciary services and managing assets for shareholders.
Top Tags
regulatory-filing (1) · shareholder-report (1) · mutual-fund (1) · regulatory-compliance (1) · custody-certificate (1) · investment-company (1) · proxy-statement (1) · annual-meeting (1) · governance (1) · Franklin Universal Trust (1)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| N-CSRS Document Size | 3564765 | Size of the main iXBRL N-CSRS filing in bytes. |
| Complete Submission Text File Size | 4435833 | Size of the complete submission text file in bytes. |
| Annual Meeting Date | 20250326 | Date of the shareholder meeting for which the proxy statement is filed. |
| Filing Date | 20250207 | Date the definitive proxy statement was filed with the SEC. |
| Annual Shareholder Meeting Date | March 7, 2024 | Date of the Annual Shareholders' Meeting |
| Meeting Time | 1:00 p.m. Eastern time | Time of the Annual Shareholders' Meeting |
| Fiscal Year End | 0831 | Fiscal year end for Franklin Universal Trust |
| SEC Act | 1934 | Act under which the filing is made |
Frequently Asked Questions
What are the latest SEC filings for Franklin Universal Trust (FT)?
Franklin Universal Trust has 4 recent SEC filings from Feb 2024 to Apr 2026, including 2 DEF 14A, 1 N-CSRS, 1 40-17F2. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of FT filings?
Across 4 filings, the sentiment breakdown is: 4 neutral. The dominant sentiment is neutral.
Where can I find Franklin Universal Trust SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Franklin Universal Trust (FT) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Franklin Universal Trust?
Financial highlights for Franklin Universal Trust are available when 10-K or 10-Q filings are enriched with AI analysis. Check back as new filings are processed.
What is the investment thesis for FT?
The investment thesis for FT includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Franklin Universal Trust?
Executive information for Franklin Universal Trust is extracted from SEC filings as they are enriched with AI analysis.
What are the main risk factors for Franklin Universal Trust stock?
Of FT's 3 assessed filings, 0 were flagged high-risk, 0 medium-risk, and 3 low-risk.
What are recent predictions and forward guidance from Franklin Universal Trust?
Forward guidance and predictions for Franklin Universal Trust are extracted from SEC filings as they are enriched.