HWP
FTF

Highline Wealth Partners’s Franklin Limited Duration Income Trust FTF Stock Holding History

Highline Wealth 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
2026
Q2 		$2.75K Hold
475
– – ﹤0.01% 1108
2026
Q1 		$2.77K Sell
475
-105
-18% -$639 ﹤0.01% 953
2025
Q4 		$3.57K Hold
580
– – ﹤0.01% 670
2025
Q3 		$3.69K Buy
+580
New +$3.73K ﹤0.01% 670

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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return

Highline Wealth Partners's FTF Position: Q2 2026 in Review

Highline Wealth Partners held its Franklin Limited Duration Income Trust (FTF) position steady in Q2 2026 at 475 shares worth $2.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1108.

Highline Wealth Partners first reported a position in FTF in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.69K in Q3 2025. 88 funds tracked by Wall St. Rank hold FTF as of Q2 2026.

  • Highline Wealth Partners held 475 shares of Franklin Limited Duration Income Trust worth $2.75K as of Q2 2026.
  • Highline Wealth Partners left its Franklin Limited Duration Income Trust share count unchanged in Q2 2026.
  • Franklin Limited Duration Income Trust made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #1108 holding.
  • Highline Wealth Partners first reported a position in Franklin Limited Duration Income Trust in Q3 2025 and has held it in 4 quarters since.
  • Highline Wealth Partners's Franklin Limited Duration Income Trust position peaked at $3.69K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.