CIBC Private Wealth Group
FTF

CIBC Private Wealth Group’s Franklin Limited Duration Income Trust FTF Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		– Sell
-5,016
Closed -$32K – 3447
2025
Q3 		$32K Hold
5,016
– – ﹤0.01% 1987
2025
Q2 		$32.2K Buy
+5,016
New +$31.7K ﹤0.01% 1836

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return

CIBC Private Wealth Group's FTF Position: Q4 2025 in Review

CIBC Private Wealth Group sold out of Franklin Limited Duration Income Trust (FTF) in Q4 2025, closing a stake of 5,016 shares — an estimated $32K sold.

CIBC Private Wealth Group first reported a position in FTF in Q2 2025 and held it in 2 quarters. The position peaked at $32.2K in Q2 2025. 98 funds tracked by Wall St. Rank hold FTF as of Q4 2025.

  • CIBC Private Wealth Group reported no remaining Franklin Limited Duration Income Trust position as of Q4 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 5,016 Franklin Limited Duration Income Trust shares in Q4 2025, an estimated $32K.
  • CIBC Private Wealth Group first reported a position in Franklin Limited Duration Income Trust in Q2 2025 and held it in 2 quarters.
  • CIBC Private Wealth Group's Franklin Limited Duration Income Trust position peaked at $32.2K in Q2 2025.
  • 98 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.