DB
FTF

Dmitry Balyasny’s Franklin Limited Duration Income Trust FTF Stock Holding History

Dmitry Balyasny’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 		– Sell
-42,322
Closed -$260K – 3107
2025
Q4 		$260K Buy
+42,322
New +$261K ﹤0.01% 2788

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Dmitry Balyasny's FTF Position: Q1 2026 in Review

Dmitry Balyasny sold out of Franklin Limited Duration Income Trust (FTF) in Q1 2026, closing a stake of 42,322 shares — an estimated $260K sold.

Dmitry Balyasny first reported a position in FTF in Q4 2025 and held it in 1 quarter. The position peaked at $260K in Q4 2025. 86 funds tracked by Wall St. Rank hold FTF as of Q1 2026.

  • Dmitry Balyasny reported no remaining Franklin Limited Duration Income Trust position as of Q1 2026 after selling out during the quarter.
  • Dmitry Balyasny sold 42,322 Franklin Limited Duration Income Trust shares in Q1 2026, an estimated $260K.
  • Dmitry Balyasny first reported a position in Franklin Limited Duration Income Trust in Q4 2025 and held it in 1 quarter.
  • Dmitry Balyasny's Franklin Limited Duration Income Trust position peaked at $260K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.