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 Q2	$36.4K	Sell	6,282 -51	-0.8%	-$299	﹤0.01%	3505
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 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

Farther Finance Advisors's FTF Position: Q2 2026 in Review

Farther Finance Advisors reduced its Franklin Limited Duration Income Trust (FTF) stake by 0.81% in Q2 2026, selling an estimated $299 and leaving 6,282 shares worth $36.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3505.

Farther Finance Advisors first reported a position in FTF in Q3 2023 and has held it in 12 quarters since. The position peaked at $37K in Q1 2026. 88 funds tracked by Wall St. Rank hold FTF as of Q2 2026.

Farther Finance Advisors held 6,282 shares of Franklin Limited Duration Income Trust worth $36.4K as of Q2 2026.
Farther Finance Advisors sold 51 Franklin Limited Duration Income Trust shares in Q2 2026, an estimated $299.
Franklin Limited Duration Income Trust made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3505 holding.
Farther Finance Advisors first reported a position in Franklin Limited Duration Income Trust in Q3 2023 and has held it in 12 quarters since.
Farther Finance Advisors's Franklin Limited Duration Income Trust position peaked at $37K in Q1 2026.
88 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.