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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
Q3 		$34.6K Buy
6,462
+180
+3% +$1.03K ﹤0.01% 3717
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

SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Farther Finance Advisors's FTF Position: Q3 2026 in Review

Farther Finance Advisors increased its Franklin Limited Duration Income Trust (FTF) stake by 2.9% in Q3 2026, buying an estimated $1.03K and bringing the position to 6,462 shares worth $34.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3717.

Farther Finance Advisors first reported a position in FTF in Q3 2023 and has held it in 13 quarters since. The position peaked at $37K in Q1 2026. 5 funds tracked by Wall St. Rank hold FTF as of Q3 2026.

  • Farther Finance Advisors held 6,462 shares of Franklin Limited Duration Income Trust worth $34.6K as of Q3 2026.
  • Farther Finance Advisors bought 180 Franklin Limited Duration Income Trust shares in Q3 2026, an estimated $1.03K.
  • Franklin Limited Duration Income Trust made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3717 holding.
  • Farther Finance Advisors first reported a position in Franklin Limited Duration Income Trust in Q3 2023 and has held it in 13 quarters since.
  • Farther Finance Advisors's Franklin Limited Duration Income Trust position peaked at $37K in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.