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 Q3	$282K	Buy	52,599 +462	+0.9%	+$2.65K	﹤0.01%	1317
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

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

GraniteShares Advisors New York $152M AUM 1.51% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Verity Asset Management Durham, North Carolina $259M AUM 21.69% 1-Year Est. Return

Apollon Wealth Management's FTF Position: Q3 2026 in Review

Apollon Wealth Management increased its Franklin Limited Duration Income Trust (FTF) stake by 0.89% in Q3 2026, buying an estimated $2.65K and bringing the position to 52,599 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #1317.

Apollon Wealth Management first reported a position in FTF in Q4 2024 and has held it in 8 quarters since. The position peaked at $315K in Q4 2025. 40 funds tracked by Wall St. Rank hold FTF as of Q3 2026.

Apollon Wealth Management held 52,599 shares of Franklin Limited Duration Income Trust worth $282K as of Q3 2026.
Apollon Wealth Management bought 462 Franklin Limited Duration Income Trust shares in Q3 2026, an estimated $2.65K.
Franklin Limited Duration Income Trust made up ﹤0.01% of Apollon Wealth Management's portfolio in Q3 2026, its #1317 holding.
Apollon Wealth Management first reported a position in Franklin Limited Duration Income Trust in Q4 2024 and has held it in 8 quarters since.
Apollon Wealth Management's Franklin Limited Duration Income Trust position peaked at $315K in Q4 2025.
40 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.