CoreCap Advisors
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CoreCap Advisors’s Franklin Limited Duration Income Trust FTF Stock Holding History

CoreCap 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
Q3 		$81.1K Hold
15,127
– – ﹤0.01% 1187
2026
Q2 		$87.6K Hold
15,127
– – ﹤0.01% 1164
2026
Q1 		$88.2K Sell
15,127
-18,120
-55% -$110K ﹤0.01% 1072
2025
Q4 		$204K Hold
33,247
– – 0.01% 787
2025
Q3 		$212K Hold
33,247
– – 0.01% 786
2025
Q2 		$213K Sell
33,247
-2,500
-7% -$15.8K 0.01% 719
2025
Q1 		$231K Hold
35,747
– – 0.01% 641
2024
Q4 		$237K Sell
35,747
-4,000
-10% -$26.4K 0.01% 659
2024
Q3 		$265K Hold
39,747
– – 0.01% 603
2024
Q2 		$252K Buy
39,747
+2,500
+7% +$15.7K 0.03% 328
2024
Q1 		$234K Buy
37,247
+4,000
+12% +$25.2K 0.01% 584
2023
Q4 		$207K Hold
33,247
– – 0.01% 543
2023
Q3 		$202K Hold
33,247
– – 0.01% 502
2023
Q2 		$205K Buy
+33,247
New +$205K 0.01% 527
2022
Q4 		$217K Sell
34,972
-2,530
-7% -$15.8K 0.02% 517
2022
Q3 		$232K Buy
37,502
+6,200
+20% +$42K 0.02% 458
2022
Q2 		$212K Sell
31,302
-1,048
-3% -$7.32K 0.02% 499
2022
Q1 		$245K Buy
32,350
+12,300
+61% +$98.2K 0.02% 455
2021
Q4 		$182K Buy
+20,050
New +$181K 0.01% 551

Other funds holding FTF

SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors's FTF Position: Q3 2026 in Review

CoreCap Advisors held its Franklin Limited Duration Income Trust (FTF) position steady in Q3 2026 at 15,127 shares worth $81.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1187.

CoreCap Advisors first reported a position in FTF in Q4 2021 and has held it in 19 quarters since. The position peaked at $265K in Q3 2024. 5 funds tracked by Wall St. Rank hold FTF as of Q3 2026.

  • CoreCap Advisors held 15,127 shares of Franklin Limited Duration Income Trust worth $81.1K as of Q3 2026.
  • CoreCap Advisors left its Franklin Limited Duration Income Trust share count unchanged in Q3 2026.
  • Franklin Limited Duration Income Trust made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1187 holding.
  • CoreCap Advisors first reported a position in Franklin Limited Duration Income Trust in Q4 2021 and has held it in 19 quarters since.
  • CoreCap Advisors's Franklin Limited Duration Income Trust position peaked at $265K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.