AF
FTF

Advisornet Financial’s Franklin Limited Duration Income Trust FTF Stock Holding History

Advisornet Financial’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 		$8K Hold
1,372
– – ﹤0.01% 1607
2025
Q4 		$8.44K Hold
1,372
– – ﹤0.01% 1599
2025
Q3 		$8.74K Hold
1,372
– – ﹤0.01% 1563
2025
Q2 		$8.81K Hold
1,372
– – ﹤0.01% 1518
2025
Q1 		$8.86K Hold
1,372
– – ﹤0.01% 1450
2024
Q4 		$9.1K Hold
1,372
– – ﹤0.01% 1349
2024
Q3 		$9.15K Hold
1,372
– – ﹤0.01% 1440
2024
Q2 		$8.7K Hold
1,372
– – ﹤0.01% 1348
2024
Q1 		$8.6K Buy
1,372
+39
+3% +$246 ﹤0.01% 1332
2023
Q4 		$8.29K Hold
1,333
– – ﹤0.01% 1359
2023
Q3 		$8.12K Hold
1,333
– – ﹤0.01% 1289
2023
Q2 		$8.24K Hold
1,333
– – ﹤0.01% 1377
2023
Q1 		$8.24K Sell
1,333
-2
-0.1% -$13 ﹤0.01% 1363
2022
Q4 		$8.29K Buy
1,335
+2
+0.2% +$12 ﹤0.01% 1346
2022
Q3 		$8K Hold
1,333
– – ﹤0.01% 1396
2022
Q2 		$9K Hold
1,333
– – ﹤0.01% 1372
2022
Q1 		$10K Buy
+1,333
New +$10.6K ﹤0.01% 1442

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