Balyasny Asset Management
FTF

Balyasny Asset Management’s Franklin Limited Duration Income Trust FTF Stock Holding History

Balyasny Asset 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 		– Sell
-42,322
Closed -$260K – 3107
2025
Q4 		$260K Buy
+42,322
New +$261K ﹤0.01% 2788

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AAM
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Wells Fargo
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
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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

Balyasny Asset Management's FTF Position: Q1 2026 in Review

Balyasny Asset Management sold out of Franklin Limited Duration Income Trust (FTF) in Q1 2026, closing a stake of 42,322 shares — an estimated $260K sold.

Balyasny Asset Management first reported a position in FTF in Q4 2025 and held it in 1 quarter. The position peaked at $260K in Q4 2025. 86 funds tracked by Wall St. Rank hold FTF as of Q1 2026.

  • Balyasny Asset Management reported no remaining Franklin Limited Duration Income Trust position as of Q1 2026 after selling out during the quarter.
  • Balyasny Asset Management sold 42,322 Franklin Limited Duration Income Trust shares in Q1 2026, an estimated $260K.
  • Balyasny Asset Management first reported a position in Franklin Limited Duration Income Trust in Q4 2025 and held it in 1 quarter.
  • Balyasny Asset Management's Franklin Limited Duration Income Trust position peaked at $260K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.