AW
FTF

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

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

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. 87 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.
  • 87 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.