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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 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 $1.03B AUM 1% 1-Year Est. Return

Financial Partners Group (Kansas)'s FTF Position: Q4 2025 in Review

Financial Partners Group (Kansas) sold out of Franklin Limited Duration Income Trust (FTF) in Q4 2025, closing a stake of 102,023 shares — an estimated $650K sold.

Financial Partners Group (Kansas) first reported a position in FTF in Q3 2024 and held it in 5 quarters. The position peaked at $842K in Q1 2025. 98 funds tracked by Wall St. Rank hold FTF as of Q4 2025.

  • Financial Partners Group (Kansas) reported no remaining Franklin Limited Duration Income Trust position as of Q4 2025 after selling out during the quarter.
  • Financial Partners Group (Kansas) sold 102,023 Franklin Limited Duration Income Trust shares in Q4 2025, an estimated $650K.
  • Financial Partners Group (Kansas) first reported a position in Franklin Limited Duration Income Trust in Q3 2024 and held it in 5 quarters.
  • Financial Partners Group (Kansas)'s Franklin Limited Duration Income Trust position peaked at $842K in Q1 2025.
  • 98 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q4 2025.

Based on Financial Partners Group (Kansas)'s 13F filing for Q4 2025, filed 3 Feb 2026.