Commonwealth Equity Services
FTF

Commonwealth Equity Services’s Franklin Limited Duration Income Trust FTF Stock Holding History

Commonwealth Equity Services’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
-10,507
Closed -$67K – 4351
2025
Q3 		$67K Sell
10,507
-184
-2% -$1.18K ﹤0.01% 4133
2025
Q2 		$69K Buy
10,691
+66
+0.6% +$417 ﹤0.01% 4122
2025
Q1 		$69K Buy
10,625
+530
+5% +$3.49K ﹤0.01% 4035
2024
Q4 		$67K Buy
+10,095
New +$66.5K ﹤0.01% 3955
2023
Q1 		– Sell
-10,152
Closed -$63K – 3807
2022
Q4 		$63K Buy
+10,152
New +$63.3K ﹤0.01% 3487
2022
Q1 		– Sell
-12,247
Closed -$111K – 3738
2021
Q4 		$111K Sell
12,247
-8,589
-41% -$77.4K ﹤0.01% 3436
2021
Q3 		$189K Buy
20,836
+131
+0.6% +$1.22K ﹤0.01% 3295
2021
Q2 		$190K Sell
20,705
-3,548
-15% -$32.7K ﹤0.01% 3285
2021
Q1 		$222K Sell
24,253
-2,339
-9% -$21.9K ﹤0.01% 3048
2020
Q4 		$250K Sell
26,592
-22,979
-46% -$200K ﹤0.01% 2735
2020
Q3 		$422K Sell
49,571
-1,891
-4% -$16.5K ﹤0.01% 2083
2020
Q2 		$435K Sell
51,462
-993
-2% -$8.1K ﹤0.01% 1987
2020
Q1 		$411K Buy
52,455
+1,799
+4% +$16.1K ﹤0.01% 1829
2019
Q4 		$485K Buy
50,656
+907
+2% +$8.48K ﹤0.01% 1936
2019
Q3 		$463K Buy
49,749
+293
+0.6% +$2.79K ﹤0.01% 1885
2019
Q2 		$476K Sell
49,456
-1,457
-3% -$14K ﹤0.01% 1837
2019
Q1 		$490K Sell
50,913
-123
-0.2% -$1.17K ﹤0.01% 1769
2018
Q4 		$460K Sell
51,036
-2,198
-4% -$20.7K ﹤0.01% 1703
2018
Q3 		$541K Sell
53,234
-2,955
-5% -$32.9K ﹤0.01% 1742
2018
Q2 		$614K Buy
56,189
+4,542
+9% +$50.2K ﹤0.01% 1609
2018
Q1 		$576K Sell
51,647
-293
-0.6% -$3.37K ﹤0.01% 1623
2017
Q4 		$614K Buy
51,940
+3,207
+7% +$38K ﹤0.01% 1546
2017
Q3 		$585K Sell
48,733
-707
-1% -$8.4K ﹤0.01% 1516
2017
Q2 		$585K Buy
49,440
+3,841
+8% +$46K ﹤0.01% 1464
2017
Q1 		$546K Buy
45,599
+12,903
+39% +$156K ﹤0.01% 1444
2016
Q4 		$394K Sell
32,696
-2,322
-7% -$27.8K ﹤0.01% 1570
2016
Q3 		$423K Buy
35,018
+510
+1% +$6.05K ﹤0.01% 1475
2016
Q2 		$400K Sell
34,508
-6,343
-16% -$73.2K ﹤0.01% 1494
2016
Q1 		$463K Sell
40,851
-175
-0.4% -$1.88K ﹤0.01% 1360
2015
Q4 		$440K Sell
41,026
-1,637
-4% -$18K ﹤0.01% 1348
2015
Q3 		$465K Sell
42,663
-21,716
-34% -$247K ﹤0.01% 1284
2015
Q2 		$750K Sell
64,379
-13,585
-17% -$165K 0.01% 1110
2015
Q1 		$949K Sell
77,964
-60,316
-44% -$734K 0.01% 977
2014
Q4 		$1.69M Buy
138,280
+9,290
+7% +$114K 0.02% 639
2014
Q3 		$1.6M Buy
128,990
+8,760
+7% +$112K 0.02% 638
2014
Q2 		$1.57M Buy
120,230
+10,542
+10% +$139K 0.02% 646
2014
Q1 		$1.43M Buy
109,688
+9,232
+9% +$121K 0.02% 635
2013
Q4 		$1.3M Sell
100,456
-364
-0.4% -$4.71K 0.02% 643
2013
Q3 		$1.31M Sell
100,820
-2,494
-2% -$31.9K 0.02% 602
2013
Q2 		$1.39M Buy
+103,314
New +$1.45M 0.02% 533

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

Commonwealth Equity Services's FTF Position: Q4 2025 in Review

Commonwealth Equity Services sold out of Franklin Limited Duration Income Trust (FTF) in Q4 2025, closing a stake of 10,507 shares — an estimated $67K sold.

Commonwealth Equity Services first reported a position in FTF in Q2 2013 and held it in 40 quarters. The position peaked at $1.69M in Q4 2014. 98 funds tracked by Wall St. Rank hold FTF as of Q4 2025.

  • Commonwealth Equity Services reported no remaining Franklin Limited Duration Income Trust position as of Q4 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 10,507 Franklin Limited Duration Income Trust shares in Q4 2025, an estimated $67K.
  • Commonwealth Equity Services first reported a position in Franklin Limited Duration Income Trust in Q2 2013 and held it in 40 quarters.
  • Commonwealth Equity Services's Franklin Limited Duration Income Trust position peaked at $1.69M in Q4 2014.
  • 98 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q4 2025.

Based on Commonwealth Equity Services's 13F filing for Q4 2025, filed 12 Feb 2026.