Encompass More Asset Management’s Franklin Limited Duration Income Trust FTF Stock Holding History

Encompass More Asset Management’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	$455K	Sell	78,581 -10,258	-12%	-$60.1K	0.07%	178
2026 Q1	$518K	Sell	88,839 -2,452	-3%	-$14.9K	0.09%	131
2025 Q4	$561K	Sell	91,291 -38	-0%	-$234	0.1%	136
2025 Q3	$582K	Buy	91,329 +880	+1%	+$5.65K	0.11%	123
2025 Q2	$581K	Buy	90,449 +2,073	+2%	+$13.1K	0.14%	122
2025 Q1	$571K	Sell	88,376 -1,457	-2%	-$9.59K	0.17%	108
2024 Q4	$596K	Buy	89,833 +3,257	+4%	+$21.5K	0.2%	91
2024 Q3	$577K	Buy	+86,576	New	+$572K	0.22%	84

Other funds holding FTF

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return