Welcome to our dedicated page for Franklin Universal Trust SEC filings (Ticker: FT), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Franklin Universal Trust Shares of Beneficial Interest (NYSE: FT) is a closed-end management investment company whose primary objective is to provide high, current income consistent with preservation of capital and whose secondary objective is income growth through dividend increases and capital appreciation. While this page focuses on SEC filings, the fund’s public communications already highlight several disclosure themes that investors typically review in regulatory documents.
In its notices and press releases, Franklin Universal Trust reports on distributions, estimated sources of those distributions, and performance metrics calculated in relation to net asset value (NAV). Section 19(a) notifications describe how each distribution is allocated among net investment income, net realized short-term capital gains, net realized long-term capital gains, and return of capital, both for the current month and fiscal year-to-date. These topics are closely related to the information investors expect to see detailed in formal filings such as shareholder reports and registration statements.
On Stock Titan’s filings page, you can access FT’s regulatory documents as they become available from EDGAR, including materials that explain its distribution policy, risk factors, and NAV-based performance. Our platform adds AI-powered summaries that clarify technical language, highlight how the fund defines metrics like average annual total return and annualized distribution rate, and distinguish between income and return of capital in shareholder distributions.
Investors interested in income characteristics, capital preservation, and the role of return of capital in distributions can use this page to review Franklin Universal Trust’s historical and ongoing regulatory disclosures. Real-time updates, combined with AI-generated explanations, help make lengthy filings more accessible by surfacing key points on objectives, distribution composition, and NAV performance without replacing the full text of the official documents.
Franklin Universal Trust is holding its 2026 Annual Shareholders’ Meeting on March 9, 2026, to vote on electing three Class II Trustees: Harris J. Ashton, Edith E. Holiday and Rupert H. Johnson, Jr., for terms running to the 2029 meeting. The Board unanimously recommends voting FOR all three nominees, and shareholders of record as of December 29, 2025, are entitled to vote.
Investors can vote by mail, telephone or Internet, or in person with proper proof of ownership. The proxy statement describes the Board’s structure, trustee backgrounds, investment requirements for trustees, and detailed compensation, including Audit Committee service. It also discloses that PricewaterhouseCoopers LLP audits the Fund, with audit fees of $96,837 and tax fees of $11,000 for the fiscal year ended August 31, 2025. As of December 29, 2025, the Fund had 25,131,894 shares outstanding, listed on the NYSE under the symbol FT.
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