AAS
FTF

Avantax Advisory Services’s Franklin Limited Duration Income Trust FTF Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$209K Sell
32,625
-2,764
-8% -$17.5K ﹤0.01% 2172
2025
Q1 		$229K Sell
35,389
-1,412
-4% -$9.29K ﹤0.01% 2016
2024
Q4 		$244K Buy
36,801
+11,011
+43% +$72.6K ﹤0.01% 1927
2024
Q3 		$172K Buy
25,790
+7,157
+38% +$47.3K ﹤0.01% 2022
2024
Q2 		$118K Buy
18,633
+699
+4% +$4.39K ﹤0.01% 1999
2024
Q1 		$112K Buy
17,934
+1,650
+10% +$10.4K ﹤0.01% 1586
2023
Q4 		$101K Buy
16,284
+2,639
+19% +$16.1K ﹤0.01% 1525
2023
Q3 		$83.1K Sell
13,645
-401
-3% -$2.49K ﹤0.01% 1497
2023
Q2 		$86.8K Buy
14,046
+498
+4% +$3.08K ﹤0.01% 1453
2023
Q1 		$83.7K Buy
+13,548
New +$86.2K ﹤0.01% 1431

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return

Avantax Advisory Services's FTF Position: Q2 2025 in Review

Avantax Advisory Services reduced its Franklin Limited Duration Income Trust (FTF) stake by 7.8% in Q2 2025, selling an estimated $17.5K and leaving 32,625 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #2172.

Avantax Advisory Services first reported a position in FTF in Q1 2023 and has held it in 10 quarters since. The position peaked at $244K in Q4 2024. 85 funds tracked by Wall St. Rank hold FTF as of Q2 2025.

  • Avantax Advisory Services held 32,625 shares of Franklin Limited Duration Income Trust worth $209K as of Q2 2025.
  • Avantax Advisory Services sold 2,764 Franklin Limited Duration Income Trust shares in Q2 2025, an estimated $17.5K.
  • Franklin Limited Duration Income Trust made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2172 holding.
  • Avantax Advisory Services first reported a position in Franklin Limited Duration Income Trust in Q1 2023 and has held it in 10 quarters since.
  • Avantax Advisory Services's Franklin Limited Duration Income Trust position peaked at $244K in Q4 2024.
  • 85 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.