Carson Wealth (CWM LLC)’s Franklin Limited Duration Income Trust FTF Stock Holding History

Carson Wealth (CWM LLC)’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	$1.41K	Hold	242	–	–	﹤0.01%	5345
2025 Q4	$1K	Hold	242	–	–	﹤0.01%	5214
2025 Q3	$2K	Hold	242	–	–	﹤0.01%	4998
2025 Q2	$2K	Hold	242	–	–	﹤0.01%	4879
2025 Q1	$2K	Hold	242	–	–	﹤0.01%	4752
2024 Q4	$2K	Hold	242	–	–	﹤0.01%	4537
2024 Q3	$2K	Buy	+242	New	+$1.6K	﹤0.01%	4390
2023 Q3	–	Sell	-59	Closed	–	–	4294
2023 Q2	$0	Buy	+59	New	+$365	﹤0.01%	4268
2023 Q1	–	Sell	-15	Closed	–	–	4152
2022 Q4	$0	Sell	15 -2	-12%	-$12	﹤0.01%	4063
2022 Q3	$0	Buy	17 +2	+13%	+$14	﹤0.01%	3999
2022 Q2	$0	Buy	+15	New	+$105	﹤0.01%	3893
2018 Q3	–	Sell	-666	Closed	-$7K	–	1900
2018 Q2	$7K	Hold	666	–	–	﹤0.01%	1103
2018 Q1	$7K	Hold	666	–	–	﹤0.01%	929
2017 Q4	$8K	Hold	666	–	–	﹤0.01%	938
2017 Q3	$8K	Hold	666	–	–	﹤0.01%	939
2017 Q2	$8K	Sell	666 -282	-30%	-$3.38K	﹤0.01%	813
2017 Q1	$11K	Buy	+948	New	+$11.5K	﹤0.01%	725

Other funds holding FTF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $6.56B AUM 35.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FTF Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Franklin Limited Duration Income Trust (FTF) position steady in Q1 2026 at 242 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #5345.

Carson Wealth (CWM LLC) first reported a position in FTF in Q1 2017 and has held it in 17 quarters since. The position peaked at $11K in Q1 2017. 86 funds tracked by Wall St. Rank hold FTF as of Q1 2026.

Carson Wealth (CWM LLC) held 242 shares of Franklin Limited Duration Income Trust worth $1.41K as of Q1 2026.
Carson Wealth (CWM LLC) left its Franklin Limited Duration Income Trust share count unchanged in Q1 2026.
Franklin Limited Duration Income Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5345 holding.
Carson Wealth (CWM LLC) first reported a position in Franklin Limited Duration Income Trust in Q1 2017 and has held it in 17 quarters since.
Carson Wealth (CWM LLC)'s Franklin Limited Duration Income Trust position peaked at $11K in Q1 2017.
86 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.