Alteri Wealth’s Franklin Limited Duration Income Trust FTF Stock Holding History

Alteri Wealth’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	$138K	Hold	23,835	–	–	0.04%	289
2026 Q1	$139K	Hold	23,835	–	–	0.05%	285
2025 Q4	$147K	Hold	23,835	–	–	0.05%	279
2025 Q3	$152K	Hold	23,835	–	–	0.05%	274
2025 Q2	$153K	Hold	23,835	–	–	0.06%	264
2025 Q1	$154K	Buy	23,835 +600	+3%	+$3.95K	0.07%	244
2024 Q4	$154K	Buy	+23,235	New	+$153K	0.04%	240

Other funds holding FTF

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

BAM

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PIA

Powell Investment Advisors Miami, Florida $317M AUM 26.57% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Alteri Wealth's FTF Position: Q2 2026 in Review

Alteri Wealth held its Franklin Limited Duration Income Trust (FTF) position steady in Q2 2026 at 23,835 shares worth $138K. The position accounts for 0.04% of the portfolio, ranked #289.

Alteri Wealth first reported a position in FTF in Q4 2024 and has held it in 7 quarters since. The position peaked at $154K in Q4 2024. 36 funds tracked by Wall St. Rank hold FTF as of Q2 2026.

Alteri Wealth held 23,835 shares of Franklin Limited Duration Income Trust worth $138K as of Q2 2026.
Alteri Wealth left its Franklin Limited Duration Income Trust share count unchanged in Q2 2026.
Franklin Limited Duration Income Trust made up 0.04% of Alteri Wealth's portfolio in Q2 2026, its #289 holding.
Alteri Wealth first reported a position in Franklin Limited Duration Income Trust in Q4 2024 and has held it in 7 quarters since.
Alteri Wealth's Franklin Limited Duration Income Trust position peaked at $154K in Q4 2024.
36 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.