FIT
FTF

Financially in Tune’s Franklin Limited Duration Income Trust FTF Stock Holding History

Financially in Tune’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 		$483K Hold
82,895
– – 0.42% 36
2025
Q4 		$510K Buy
+82,895
New +$511K 0.48% 35

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
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
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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Financially in Tune's FTF Position: Q1 2026 in Review

Financially in Tune held its Franklin Limited Duration Income Trust (FTF) position steady in Q1 2026 at 82,895 shares worth $483K. The position accounts for 0.42% of the portfolio, ranked #36.

Financially in Tune first reported a position in FTF in Q4 2025 and has held it in 2 quarters since. The position peaked at $510K in Q4 2025. 86 funds tracked by Wall St. Rank hold FTF as of Q1 2026.

  • Financially in Tune held 82,895 shares of Franklin Limited Duration Income Trust worth $483K as of Q1 2026.
  • Financially in Tune left its Franklin Limited Duration Income Trust share count unchanged in Q1 2026.
  • Franklin Limited Duration Income Trust made up 0.42% of Financially in Tune's portfolio in Q1 2026, its #36 holding.
  • Financially in Tune first reported a position in Franklin Limited Duration Income Trust in Q4 2025 and has held it in 2 quarters since.
  • Financially in Tune's Franklin Limited Duration Income Trust position peaked at $510K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q1 2026.

Based on Financially in Tune's 13F filing for Q1 2026, filed 22 Apr 2026.