FPGK
FTF

Financial Partners Group (Kansas)’s Franklin Limited Duration Income Trust FTF Stock Holding History

Financial Partners Group (Kansas)’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
2025
Q4 		– Sell
-102,023
Closed -$650K – 235
2025
Q3 		$650K Sell
102,023
-18,117
-15% -$116K 0.08% 116
2025
Q2 		$771K Sell
120,140
-10,235
-8% -$64.7K 0.11% 88
2025
Q1 		$842K Buy
130,375
+11,775
+10% +$77.5K 0.13% 79
2024
Q4 		$786K Buy
118,600
+83,945
+242% +$553K 0.11% 78
2024
Q3 		$231K Buy
+34,655
New +$229K 0.03% 173

Other funds holding FTF

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LPL Financial
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AAM
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Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return