Cambridge Investment Research Advisors
FTF

Cambridge Investment Research Advisors’s Franklin Limited Duration Income Trust FTF Stock Holding History

Cambridge Investment Research Advisors’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 		$134K Sell
23,002
-1,233
-5% -$7.5K ﹤0.01% 3751
2025
Q4 		$149K Buy
24,235
+1,396
+6% +$8.6K ﹤0.01% 3637
2025
Q3 		$145K Sell
22,839
-3,213
-12% -$20.6K ﹤0.01% 3552
2025
Q2 		$167K Buy
26,052
+11,562
+80% +$73.1K ﹤0.01% 3383
2025
Q1 		$94K Sell
14,490
-800
-5% -$5.26K ﹤0.01% 3356
2024
Q4 		$101K Buy
15,290
+27
+0.2% +$178 ﹤0.01% 3328
2024
Q3 		$102K Sell
15,263
-3,957
-21% -$26.1K ﹤0.01% 3264
2024
Q2 		$122K Sell
19,220
-60
-0.3% -$376 ﹤0.01% 3127
2024
Q1 		$121K Sell
19,280
-88
-0.5% -$555 ﹤0.01% 3126
2023
Q4 		$120K Sell
19,368
-1,582
-8% -$9.65K ﹤0.01% 3009
2023
Q3 		$128K Sell
20,950
-5,800
-22% -$36.1K ﹤0.01% 2925
2023
Q2 		$165K Sell
26,750
-154
-0.6% -$952 ﹤0.01% 2925
2023
Q1 		$166K Buy
26,904
+584
+2% +$3.71K ﹤0.01% 2877
2022
Q4 		$163K Buy
26,320
+12,116
+85% +$75.5K ﹤0.01% 2812
2022
Q3 		$88K Buy
14,204
+20
+0.1% +$135 ﹤0.01% 2876
2022
Q2 		$96K Sell
14,184
-341
-2% -$2.38K ﹤0.01% 2871
2022
Q1 		$110K Sell
14,525
-19,402
-57% -$155K ﹤0.01% 3001
2021
Q4 		$308K Buy
33,927
+838
+3% +$7.55K ﹤0.01% 2507
2021
Q3 		$301K Buy
33,089
+1,878
+6% +$17.4K ﹤0.01% 2465
2021
Q2 		$287K Buy
31,211
+387
+1% +$3.57K ﹤0.01% 2503
2021
Q1 		$283K Buy
30,824
+1,871
+6% +$17.5K ﹤0.01% 2325
2020
Q4 		$273K Sell
28,953
-474
-2% -$4.12K ﹤0.01% 2226
2020
Q3 		$251K Buy
29,427
+848
+3% +$7.4K ﹤0.01% 2073
2020
Q2 		$242K Sell
28,579
-9,578
-25% -$78.2K ﹤0.01% 2046
2020
Q1 		$300K Sell
38,157
-647
-2% -$5.81K ﹤0.01% 1683
2019
Q4 		$372K Buy
38,804
+10,775
+38% +$101K ﹤0.01% 1777
2019
Q3 		$261K Buy
28,029
+6,231
+29% +$59.4K ﹤0.01% 1930
2019
Q2 		$210K Buy
21,798
+760
+4% +$7.33K ﹤0.01% 1971
2019
Q1 		$203K Buy
21,038
+1,080
+5% +$10.3K ﹤0.01% 2063
2018
Q4 		$180K Sell
19,958
-2,601
-12% -$24.4K ﹤0.01% 1952
2018
Q3 		$230K Buy
22,559
+9,204
+69% +$102K ﹤0.01% 1972
2018
Q2 		$146K Sell
13,355
-135
-1% -$1.49K ﹤0.01% 2068
2018
Q1 		$151K Sell
13,490
-3,570
-21% -$41K ﹤0.01% 2019
2017
Q4 		$202K Buy
17,060
+952
+6% +$11.3K ﹤0.01% 1919
2017
Q3 		$193K Sell
16,108
-1,826
-10% -$21.7K ﹤0.01% 1837
2017
Q2 		$212K Sell
17,934
-1,905
-10% -$22.8K ﹤0.01% 1719
2017
Q1 		$237K Sell
19,839
-2,269
-10% -$27.4K ﹤0.01% 1524
2016
Q4 		$266K Buy
22,108
+1,519
+7% +$18.2K 0.01% 1346
2016
Q3 		$249K Sell
20,589
-626
-3% -$7.43K ﹤0.01% 1411
2016
Q2 		$246K Sell
21,215
-4,024
-16% -$46.4K 0.01% 1280
2016
Q1 		$286K Buy
25,239
+7,131
+39% +$76.7K 0.01% 1201
2015
Q4 		$194K Sell
18,108
-918
-5% -$10.1K ﹤0.01% 1383
2015
Q3 		$207K Sell
19,026
-136
-0.7% -$1.55K 0.01% 1239
2015
Q2 		$223K Sell
19,162
-8,124
-30% -$98.7K 0.01% 1220
2015
Q1 		$332K Buy
27,286
+5,329
+24% +$64.9K 0.01% 1014
2014
Q4 		$268K Sell
21,957
-724
-3% -$8.88K 0.01% 1064
2014
Q3 		$281K Buy
22,681
+1,612
+8% +$20.6K 0.01% 1128
2014
Q2 		$276K Buy
21,069
+29
+0.1% +$381 0.01% 1044
2014
Q1 		$275K Buy
21,040
+1,058
+5% +$13.8K 0.01% 994
2013
Q4 		$260K Buy
19,982
+3,695
+23% +$47.8K 0.01% 948
2013
Q3 		$212K Sell
16,287
-14,693
-47% -$188K 0.01% 1006
2013
Q2 		$416K Buy
+30,980
New +$436K 0.02% 619

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

Cambridge Investment Research Advisors's FTF Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its Franklin Limited Duration Income Trust (FTF) stake by 5.1% in Q1 2026, selling an estimated $7.5K and leaving 23,002 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #3751.

Cambridge Investment Research Advisors first reported a position in FTF in Q2 2013 and has held it in 52 quarters since. The position peaked at $416K in Q2 2013. 86 funds tracked by Wall St. Rank hold FTF as of Q1 2026.

  • Cambridge Investment Research Advisors held 23,002 shares of Franklin Limited Duration Income Trust worth $134K as of Q1 2026.
  • Cambridge Investment Research Advisors sold 1,233 Franklin Limited Duration Income Trust shares in Q1 2026, an estimated $7.5K.
  • Franklin Limited Duration Income Trust made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #3751 holding.
  • Cambridge Investment Research Advisors first reported a position in Franklin Limited Duration Income Trust in Q2 2013 and has held it in 52 quarters since.
  • Cambridge Investment Research Advisors's Franklin Limited Duration Income Trust position peaked at $416K in Q2 2013.
  • 86 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.