Baird Financial Group
FTF

Baird Financial Group’s Franklin Limited Duration Income Trust FTF Stock Holding History

Baird Financial Group’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 		$514K Sell
88,730
-1,798
-2% -$10.5K ﹤0.01% 1531
2026
Q1 		$528K Sell
90,528
-1,250
-1% -$7.61K ﹤0.01% 1460
2025
Q4 		$564K Sell
91,778
-559
-0.6% -$3.44K ﹤0.01% 1435
2025
Q3 		$588K Buy
92,337
+663
+0.7% +$4.26K ﹤0.01% 1416
2025
Q2 		$589K Buy
91,674
+1,581
+2% +$10K ﹤0.01% 1367
2025
Q1 		$582K Buy
90,093
+322
+0.4% +$2.12K ﹤0.01% 1355
2024
Q4 		$595K Buy
89,771
+918
+1% +$6.05K ﹤0.01% 1333
2024
Q3 		$593K Buy
88,853
+4,064
+5% +$26.8K ﹤0.01% 1321
2024
Q2 		$538K Buy
84,789
+53,372
+170% +$335K ﹤0.01% 1360
2024
Q1 		$197K Buy
+31,417
New +$198K ﹤0.01% 1682
2016
Q1 		– Sell
-14,552
Closed -$156K – 1238
2015
Q4 		$156K Buy
14,552
+70
+0.5% +$769 ﹤0.01% 1183
2015
Q3 		$158K Buy
14,482
+325
+2% +$3.7K ﹤0.01% 1182
2015
Q2 		$165K Buy
+14,157
New +$172K ﹤0.01% 1239

Other funds holding FTF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Pathstone Holdings
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return

Baird Financial Group's FTF Position: Q2 2026 in Review

Baird Financial Group reduced its Franklin Limited Duration Income Trust (FTF) stake by 2% in Q2 2026, selling an estimated $10.5K and leaving 88,730 shares worth $514K. The position accounts for ﹤0.01% of the portfolio, ranked #1531.

Baird Financial Group first reported a position in FTF in Q2 2015 and has held it in 13 quarters since. The position peaked at $595K in Q4 2024. 88 funds tracked by Wall St. Rank hold FTF as of Q2 2026.

  • Baird Financial Group held 88,730 shares of Franklin Limited Duration Income Trust worth $514K as of Q2 2026.
  • Baird Financial Group sold 1,798 Franklin Limited Duration Income Trust shares in Q2 2026, an estimated $10.5K.
  • Franklin Limited Duration Income Trust made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1531 holding.
  • Baird Financial Group first reported a position in Franklin Limited Duration Income Trust in Q2 2015 and has held it in 13 quarters since.
  • Baird Financial Group's Franklin Limited Duration Income Trust position peaked at $595K in Q4 2024.
  • 88 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.