BWM
FTF

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

BlackDiamond 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 		– Sell
-10,091
Closed -$62.8K – 212
2025
Q4 		$62.8K Buy
+10,091
New +$62.2K 0.03% 200
2025
Q2 		– Sell
-10,492
Closed -$67.1K – 168
2025
Q1 		$67.1K Sell
10,492
-119
-1% -$783 0.05% 153
2024
Q4 		$70.4K Sell
10,611
-596
-5% -$3.93K 0.04% 157
2024
Q3 		$73.5K Sell
11,207
-289
-3% -$1.91K 0.04% 160
2024
Q2 		$76.4K Sell
11,496
-540
-4% -$3.39K 0.05% 146
2024
Q1 		$75.5K Sell
12,036
-19
-0.2% -$120 0.05% 143
2023
Q4 		$76.2K Buy
12,055
+1,700
+16% +$10.4K 0.06% 137
2023
Q3 		$60.3K Buy
10,355
+254
+3% +$1.58K 0.05% 125
2023
Q2 		$62.6K Sell
10,101
-119
-1% -$735 0.05% 128
2023
Q1 		$63.8K Sell
10,220
-561
-5% -$3.57K 0.07% 111
2022
Q4 		$68.7K Sell
10,781
-31
-0.3% -$193 0.08% 112
2022
Q3 		$66K Sell
10,812
-35
-0.3% -$237 0.08% 105
2022
Q2 		$73K Buy
+10,847
New +$75.8K 0.09% 107

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

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

BlackDiamond Wealth Management sold out of Franklin Limited Duration Income Trust (FTF) in Q1 2026, closing a stake of 10,091 shares — an estimated $62.8K sold.

BlackDiamond Wealth Management first reported a position in FTF in Q2 2022 and held it in 13 quarters. The position peaked at $76.4K in Q2 2024. 86 funds tracked by Wall St. Rank hold FTF as of Q1 2026.

  • BlackDiamond Wealth Management reported no remaining Franklin Limited Duration Income Trust position as of Q1 2026 after selling out during the quarter.
  • BlackDiamond Wealth Management sold 10,091 Franklin Limited Duration Income Trust shares in Q1 2026, an estimated $62.8K.
  • BlackDiamond Wealth Management first reported a position in Franklin Limited Duration Income Trust in Q2 2022 and held it in 13 quarters.
  • BlackDiamond Wealth Management's Franklin Limited Duration Income Trust position peaked at $76.4K in Q2 2024.
  • 86 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.