AWM
FTF

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

Avior 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
2025
Q2 		– Sell
-13,050
Closed -$84.3K – 725
2025
Q1 		$84.3K Sell
13,050
-7,777
-37% -$51.2K ﹤0.01% 699
2024
Q4 		$138K Sell
20,827
-2,838
-12% -$18.7K 0.01% 803
2024
Q3 		$158K Buy
23,665
+5,557
+31% +$36.7K 0.01% 760
2024
Q2 		$115K Buy
18,108
+6,831
+61% +$42.9K ﹤0.01% 820
2024
Q1 		$70.7K Buy
+11,277
New +$71.1K ﹤0.01% 1095

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

Avior Wealth Management's FTF Position: Q2 2025 in Review

Avior Wealth Management sold out of Franklin Limited Duration Income Trust (FTF) in Q2 2025, closing a stake of 13,050 shares — an estimated $84.3K sold.

Avior Wealth Management first reported a position in FTF in Q1 2024 and held it in 5 quarters. The position peaked at $158K in Q3 2024. 85 funds tracked by Wall St. Rank hold FTF as of Q2 2025.

  • Avior Wealth Management reported no remaining Franklin Limited Duration Income Trust position as of Q2 2025 after selling out during the quarter.
  • Avior Wealth Management sold 13,050 Franklin Limited Duration Income Trust shares in Q2 2025, an estimated $84.3K.
  • Avior Wealth Management first reported a position in Franklin Limited Duration Income Trust in Q1 2024 and held it in 5 quarters.
  • Avior Wealth Management's Franklin Limited Duration Income Trust position peaked at $158K in Q3 2024.
  • 85 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2025.

Based on Avior Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.