CFD
FTF

Creative Financial Designs’s Franklin Limited Duration Income Trust FTF Stock Holding History

Creative Financial Designs’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
Q2 		$792K Buy
136,845
+2,989
+2% +$17.5K 0.04% 315
2026
Q1 		$780K Buy
133,856
+21,465
+19% +$131K 0.05% 264
2025
Q4 		$691K Sell
112,391
-25,612
-19% -$158K 0.04% 284
2025
Q3 		$879K Buy
138,003
+81,595
+145% +$524K 0.06% 248
2025
Q2 		$362K Buy
56,408
+22,650
+67% +$143K 0.03% 363
2025
Q1 		$218K Buy
33,758
+477
+1% +$3.14K 0.02% 420
2024
Q4 		$221K Buy
33,281
+467
+1% +$3.08K 0.02% 421
2024
Q3 		$219K Sell
32,814
-8,131
-20% -$53.7K 0.02% 426
2024
Q2 		$260K Buy
40,945
+706
+2% +$4.43K 0.02% 378
2024
Q1 		$252K Buy
40,239
+3,943
+11% +$24.9K 0.02% 368
2023
Q4 		$226K Buy
36,296
+5,667
+19% +$34.6K 0.02% 364
2023
Q3 		$187K Buy
30,629
+510
+2% +$3.17K 0.02% 347
2023
Q2 		$186K Buy
30,119
+499
+2% +$3.08K 0.02% 354
2023
Q1 		$183K Buy
29,620
+478
+2% +$3.04K 0.02% 341
2022
Q4 		$181K Buy
29,142
+469
+2% +$2.92K 0.03% 327
2022
Q3 		$177K Buy
28,673
+7,946
+38% +$53.8K 0.03% 313
2022
Q2 		$140K Buy
20,727
+448
+2% +$3.13K 0.02% 365
2022
Q1 		$154K Buy
20,279
+6,829
+51% +$54.5K 0.02% 355
2021
Q4 		$122K Buy
13,450
+226
+2% +$2.04K 0.02% 410
2021
Q3 		$120K Buy
13,224
+215
+2% +$2K 0.02% 410
2021
Q2 		$120K Sell
13,009
-1,947
-13% -$17.9K 0.02% 409
2021
Q1 		$137K Buy
14,956
+258
+2% +$2.41K 0.03% 355
2020
Q4 		$138K Sell
14,698
-3,838
-21% -$33.4K 0.03% 317
2020
Q3 		$158K Buy
18,536
+332
+2% +$2.9K 0.04% 272
2020
Q2 		$154K Buy
+18,204
New +$149K 0.05% 229

Other funds holding FTF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return

Creative Financial Designs's FTF Position: Q2 2026 in Review

Creative Financial Designs increased its Franklin Limited Duration Income Trust (FTF) stake by 2.2% in Q2 2026, buying an estimated $17.5K and bringing the position to 136,845 shares worth $792K. The position accounts for 0.04% of the portfolio, ranked #315.

Creative Financial Designs first reported a position in FTF in Q2 2020 and has held it in 25 quarters since. The position peaked at $879K in Q3 2025. 88 funds tracked by Wall St. Rank hold FTF as of Q2 2026.

  • Creative Financial Designs held 136,845 shares of Franklin Limited Duration Income Trust worth $792K as of Q2 2026.
  • Creative Financial Designs bought 2,989 Franklin Limited Duration Income Trust shares in Q2 2026, an estimated $17.5K.
  • Franklin Limited Duration Income Trust made up 0.04% of Creative Financial Designs's portfolio in Q2 2026, its #315 holding.
  • Creative Financial Designs first reported a position in Franklin Limited Duration Income Trust in Q2 2020 and has held it in 25 quarters since.
  • Creative Financial Designs's Franklin Limited Duration Income Trust position peaked at $879K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.