BAM
FTF

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

Byrne 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
Q2 		$1.41M Sell
243,580
-38,980
-14% -$228K 0.76% 30
2026
Q1 		$1.65M Buy
+282,560
New +$1.72M 0.97% 27

Other funds holding FTF

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Byrne Asset Management's FTF Position: Q2 2026 in Review

Byrne Asset Management reduced its Franklin Limited Duration Income Trust (FTF) stake by 14% in Q2 2026, selling an estimated $228K and leaving 243,580 shares worth $1.41M. The position accounts for 0.76% of the portfolio, ranked #30.

Byrne Asset Management first reported a position in FTF in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.65M in Q1 2026. 10 funds tracked by Wall St. Rank hold FTF as of Q2 2026.

  • Byrne Asset Management held 243,580 shares of Franklin Limited Duration Income Trust worth $1.41M as of Q2 2026.
  • Byrne Asset Management sold 38,980 Franklin Limited Duration Income Trust shares in Q2 2026, an estimated $228K.
  • Franklin Limited Duration Income Trust made up 0.76% of Byrne Asset Management's portfolio in Q2 2026, its #30 holding.
  • Byrne Asset Management first reported a position in Franklin Limited Duration Income Trust in Q1 2026 and has held it in 2 quarters since.
  • Byrne Asset Management's Franklin Limited Duration Income Trust position peaked at $1.65M in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.