AWM
FTF

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
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
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

Apollon Wealth Management's FTF Position: Q1 2026 in Review

Apollon Wealth Management increased its Franklin Limited Duration Income Trust (FTF) stake by 0.79% in Q1 2026, buying an estimated $2.47K and bringing the position to 51,706 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

Apollon Wealth Management first reported a position in FTF in Q4 2024 and has held it in 6 quarters since. The position peaked at $315K in Q4 2025. 86 funds tracked by Wall St. Rank hold FTF as of Q1 2026.

  • Apollon Wealth Management held 51,706 shares of Franklin Limited Duration Income Trust worth $301K as of Q1 2026.
  • Apollon Wealth Management bought 406 Franklin Limited Duration Income Trust shares in Q1 2026, an estimated $2.47K.
  • Franklin Limited Duration Income Trust made up ﹤0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #1109 holding.
  • Apollon Wealth Management first reported a position in Franklin Limited Duration Income Trust in Q4 2024 and has held it in 6 quarters since.
  • Apollon Wealth Management's Franklin Limited Duration Income Trust position peaked at $315K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.