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

Apollon Wealth Management’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	$302K	Buy	52,137 +431	+0.8%	+$2.53K	﹤0.01%	1269
2026 Q1	$301K	Buy	51,706 +406	+0.8%	+$2.47K	﹤0.01%	1109
2025 Q4	$315K	Buy	51,300 +3,571	+7%	+$22K	0.01%	1035
2025 Q3	$304K	Buy	47,729 +7,375	+18%	+$47.4K	0.01%	1043
2025 Q2	$259K	Buy	40,354 +17,279	+75%	+$109K	0.01%	1069
2025 Q1	$149K	Hold	23,075	–	–	﹤0.01%	1128
2024 Q4	$153K	Buy	+23,075	New	+$152K	﹤0.01%	1121

Other funds holding FTF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return

Apollon Wealth Management's FTF Position: Q2 2026 in Review

Apollon Wealth Management increased its Franklin Limited Duration Income Trust (FTF) stake by 0.83% in Q2 2026, buying an estimated $2.53K and bringing the position to 52,137 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #1269.

Apollon Wealth Management first reported a position in FTF in Q4 2024 and has held it in 7 quarters since. The position peaked at $315K in Q4 2025. 88 funds tracked by Wall St. Rank hold FTF as of Q2 2026.

Apollon Wealth Management held 52,137 shares of Franklin Limited Duration Income Trust worth $302K as of Q2 2026.
Apollon Wealth Management bought 431 Franklin Limited Duration Income Trust shares in Q2 2026, an estimated $2.53K.
Franklin Limited Duration Income Trust made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1269 holding.
Apollon Wealth Management first reported a position in Franklin Limited Duration Income Trust in Q4 2024 and has held it in 7 quarters since.
Apollon Wealth Management's Franklin Limited Duration Income Trust position peaked at $315K in Q4 2025.
88 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.