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
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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Accredited Investor Services's FTF Position: Q1 2026 in Review

Accredited Investor Services reduced its Franklin Limited Duration Income Trust (FTF) stake by 2.5% in Q1 2026, selling an estimated $3.48K and leaving 22,248 shares worth $130K. The position accounts for 0.08% of the portfolio, ranked #68.

Accredited Investor Services first reported a position in FTF in Q1 2025 and has held it in 5 quarters since. The position peaked at $140K in Q4 2025. 86 funds tracked by Wall St. Rank hold FTF as of Q1 2026.

  • Accredited Investor Services held 22,248 shares of Franklin Limited Duration Income Trust worth $130K as of Q1 2026.
  • Accredited Investor Services sold 571 Franklin Limited Duration Income Trust shares in Q1 2026, an estimated $3.48K.
  • Franklin Limited Duration Income Trust made up 0.08% of Accredited Investor Services's portfolio in Q1 2026, its #68 holding.
  • Accredited Investor Services first reported a position in Franklin Limited Duration Income Trust in Q1 2025 and has held it in 5 quarters since.
  • Accredited Investor Services's Franklin Limited Duration Income Trust position peaked at $140K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q1 2026.

Based on Accredited Investor Services's 13F filing for Q1 2026, filed 21 Apr 2026.