AIS
FTF

Accredited Investor Services’s Franklin Limited Duration Income Trust FTF Stock Holding History

Accredited Investor Services’s Portfolio FTF Stock Details FTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$124K Sell
21,443
-805
-4% -$4.72K 0.07% 73
2026
Q1 		$130K Sell
22,248
-571
-3% -$3.48K 0.08% 68
2025
Q4 		$140K Buy
22,819
+2,156
+10% +$13.3K 0.09% 67
2025
Q3 		$132K Sell
20,663
-271
-1% -$1.74K 0.09% 68
2025
Q2 		$134K Sell
20,934
-309
-1% -$1.95K 0.1% 63
2025
Q1 		$137K Buy
+21,243
New +$140K 0.11% 66

Other funds holding FTF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return

Accredited Investor Services's FTF Position: Q2 2026 in Review

Accredited Investor Services reduced its Franklin Limited Duration Income Trust (FTF) stake by 3.6% in Q2 2026, selling an estimated $4.72K and leaving 21,443 shares worth $124K. The position accounts for 0.07% of the portfolio, ranked #73.

Accredited Investor Services first reported a position in FTF in Q1 2025 and has held it in 6 quarters since. The position peaked at $140K in Q4 2025. 87 funds tracked by Wall St. Rank hold FTF as of Q2 2026.

  • Accredited Investor Services held 21,443 shares of Franklin Limited Duration Income Trust worth $124K as of Q2 2026.
  • Accredited Investor Services sold 805 Franklin Limited Duration Income Trust shares in Q2 2026, an estimated $4.72K.
  • Franklin Limited Duration Income Trust made up 0.07% of Accredited Investor Services's portfolio in Q2 2026, its #73 holding.
  • Accredited Investor Services first reported a position in Franklin Limited Duration Income Trust in Q1 2025 and has held it in 6 quarters since.
  • Accredited Investor Services's Franklin Limited Duration Income Trust position peaked at $140K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2026.

Based on Accredited Investor Services's 13F filing for Q2 2026, filed 5 Aug 2026.