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

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 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. 13 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.
  • 13 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.