Global Retirement Partners’s Franklin Limited Duration Income Trust FTF Stock Holding History

Global Retirement Partners’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	$88.8K	Buy	+14,440	New	+$88.9K	﹤0.01%	1980

Other funds holding FTF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 $1.03T AUM 1% 1-Year Est. Return

Global Retirement Partners's FTF Position: Q4 2025 in Review

Global Retirement Partners opened a new position in Franklin Limited Duration Income Trust (FTF) in Q4 2025: 14,440 shares worth $88.8K. The stake represents ﹤0.01% of the portfolio and ranks #1980 among its holdings.

98 funds tracked by Wall St. Rank hold FTF as of Q4 2025.

Global Retirement Partners held 14,440 shares of Franklin Limited Duration Income Trust worth $88.8K as of Q4 2025.
Franklin Limited Duration Income Trust was a new Global Retirement Partners position in Q4 2025.
Franklin Limited Duration Income Trust made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1980 holding.
98 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.