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

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

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. 88 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.
  • 88 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.