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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return

Encompass More Asset Management's FTF Position: Q2 2026 in Review

Encompass More Asset Management reduced its Franklin Limited Duration Income Trust (FTF) stake by 12% in Q2 2026, selling an estimated $60.1K and leaving 78,581 shares worth $455K. The position accounts for 0.07% of the portfolio, ranked #178.

Encompass More Asset Management first reported a position in FTF in Q3 2024 and has held it in 8 quarters since. The position peaked at $596K in Q4 2024. 88 funds tracked by Wall St. Rank hold FTF as of Q2 2026.

Encompass More Asset Management held 78,581 shares of Franklin Limited Duration Income Trust worth $455K as of Q2 2026.
Encompass More Asset Management sold 10,258 Franklin Limited Duration Income Trust shares in Q2 2026, an estimated $60.1K.
Franklin Limited Duration Income Trust made up 0.07% of Encompass More Asset Management's portfolio in Q2 2026, its #178 holding.
Encompass More Asset Management first reported a position in Franklin Limited Duration Income Trust in Q3 2024 and has held it in 8 quarters since.
Encompass More Asset Management's Franklin Limited Duration Income Trust position peaked at $596K in Q4 2024.
88 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.