Cetera Investment Advisers
FTF

Cetera Investment Advisers’s Franklin Limited Duration Income Trust FTF Stock Holding History

Cetera Investment Advisers’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 		$1.07M Buy
182,843
+5,210
+3% +$31.7K ﹤0.01% 2837
2025
Q4 		$1.09M Buy
177,633
+14,997
+9% +$92.4K ﹤0.01% 2748
2025
Q3 		$1.04M Buy
162,636
+52,494
+48% +$337K ﹤0.01% 2739
2025
Q2 		$707K Buy
110,142
+34,738
+46% +$220K ﹤0.01% 2691
2025
Q1 		$487K Buy
75,404
+28,657
+61% +$189K ﹤0.01% 2856
2024
Q4 		$310K Sell
46,747
-820,163
-95% -$5.41M ﹤0.01% 3100
2024
Q3 		$5.78M Sell
866,910
-21,668
-2% -$143K 0.01% 939
2024
Q2 		$5.63M Sell
888,578
-51,020
-5% -$320K 0.01% 940
2024
Q1 		$5.89M Buy
939,598
+23,440
+3% +$148K 0.01% 901
2023
Q4 		$5.7M Sell
916,158
-85,667
-9% -$523K 0.05% 393
2023
Q3 		$6.1M Sell
1,001,825
-43,687
-4% -$272K 0.05% 348
2023
Q2 		$6.46M Sell
1,045,512
-60,670
-5% -$375K 0.05% 334
2023
Q1 		$6.84M Buy
1,106,182
+9,347
+0.9% +$59.4K 0.06% 300
2022
Q4 		$6.81M Sell
1,096,835
-10,494
-0.9% -$65.4K 0.06% 299
2022
Q3 		$6.84M Buy
1,107,329
+3,983
+0.4% +$26.9K 0.14% 158
2022
Q2 		$7.46M Buy
1,103,346
+20,678
+2% +$145K 0.12% 182
2022
Q1 		$8.21M Buy
+1,082,668
New +$8.65M 0.12% 183
2021
Q3 		– Sell
-28,503
Closed -$263K – 1821
2021
Q2 		$263K Sell
28,503
-3,911
-12% -$36K ﹤0.01% 1496
2021
Q1 		$298K Sell
32,414
-10,125
-24% -$94.6K 0.01% 1253
2020
Q4 		$401K Buy
+42,539
New +$370K 0.01% 1076

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

Cetera Investment Advisers's FTF Position: Q1 2026 in Review

Cetera Investment Advisers increased its Franklin Limited Duration Income Trust (FTF) stake by 2.9% in Q1 2026, buying an estimated $31.7K and bringing the position to 182,843 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #2837.

Cetera Investment Advisers first reported a position in FTF in Q4 2020 and has held it in 20 quarters since. The position peaked at $8.21M in Q1 2022. 86 funds tracked by Wall St. Rank hold FTF as of Q1 2026.

  • Cetera Investment Advisers held 182,843 shares of Franklin Limited Duration Income Trust worth $1.07M as of Q1 2026.
  • Cetera Investment Advisers bought 5,210 Franklin Limited Duration Income Trust shares in Q1 2026, an estimated $31.7K.
  • Franklin Limited Duration Income Trust made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2837 holding.
  • Cetera Investment Advisers first reported a position in Franklin Limited Duration Income Trust in Q4 2020 and has held it in 20 quarters since.
  • Cetera Investment Advisers's Franklin Limited Duration Income Trust position peaked at $8.21M in Q1 2022.
  • 86 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.