FFA
FTF

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

Farther Finance 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
Q1 		$37K Buy
6,333
+6,114
+2,792% +$37.2K ﹤0.01% 3211
2025
Q4 		$1.35K Hold
219
– – ﹤0.01% 4825
2025
Q3 		$1.4K Hold
219
– – ﹤0.01% 4265
2025
Q2 		$1.41K Hold
219
– – ﹤0.01% 3813
2025
Q1 		$1.41K Hold
219
– – ﹤0.01% 3511
2024
Q4 		$1.45K Sell
219
-286
-57% -$1.89K ﹤0.01% 3125
2024
Q3 		$3.37K Hold
505
– – ﹤0.01% 2802
2024
Q2 		$3.21K Buy
505
+286
+131% +$1.79K ﹤0.01% 2594
2024
Q1 		$1.37K Hold
219
– – ﹤0.01% 2653
2023
Q4 		$1.36K Hold
219
– – ﹤0.01% 2599
2023
Q3 		$1.33K Buy
+219
New +$1.36K ﹤0.01% 1996

Other funds holding FTF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return