HighTower Advisors’s Franklin Limited Duration Income Trust FTF Stock Holding History

HighTower Advisors’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	–	Sell	-23,168	Closed	-$142K	–	3858
2025 Q4	$142K	Buy	+23,168	New	+$143K	﹤0.01%	3454
2024 Q3	–	Sell	-45,614	Closed	-$287K	–	3826
2024 Q2	$287K	Sell	45,614 -43	-0.1%	-$270	﹤0.01%	2742
2024 Q1	$285K	Buy	45,657 +7,810	+21%	+$49.2K	﹤0.01%	2718
2023 Q4	$230K	Buy	37,847 +204	+0.5%	+$1.25K	﹤0.01%	2915
2023 Q3	$220K	Sell	37,643 -23,634	-39%	-$147K	﹤0.01%	2833
2023 Q2	$382K	Buy	61,277 +14,090	+30%	+$87.1K	﹤0.01%	2382
2023 Q1	$288K	Sell	47,187 -1,312	-3%	-$8.34K	﹤0.01%	2482
2022 Q4	$296K	Buy	+48,499	New	+$302K	﹤0.01%	2480
2017 Q1	–	Sell	-10,633	Closed	-$128K	–	2114
2016 Q4	$128K	Hold	10,633	–	–	﹤0.01%	1752
2016 Q3	$129K	Buy	10,633 +633	+6%	+$7.51K	﹤0.01%	1714
2016 Q2	$116K	Hold	10,000	–	–	﹤0.01%	1591
2016 Q1	$113K	Hold	10,000	–	–	﹤0.01%	1893
2015 Q4	$107K	Hold	10,000	–	–	﹤0.01%	1838
2015 Q3	$109K	Hold	10,000	–	–	﹤0.01%	1727
2015 Q2	$117K	Hold	10,000	–	–	﹤0.01%	1410
2015 Q1	$122K	Hold	10,000	–	–	﹤0.01%	1489
2014 Q4	$122K	Buy	+10,000	New	+$123K	﹤0.01%	1458

Other funds holding FTF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

HighTower Advisors's FTF Position: Q1 2026 in Review

HighTower Advisors sold out of Franklin Limited Duration Income Trust (FTF) in Q1 2026, closing a stake of 23,168 shares — an estimated $142K sold.

HighTower Advisors first reported a position in FTF in Q4 2014 and held it in 17 quarters. The position peaked at $382K in Q2 2023. 86 funds tracked by Wall St. Rank hold FTF as of Q1 2026.

HighTower Advisors reported no remaining Franklin Limited Duration Income Trust position as of Q1 2026 after selling out during the quarter.
HighTower Advisors sold 23,168 Franklin Limited Duration Income Trust shares in Q1 2026, an estimated $142K.
HighTower Advisors first reported a position in Franklin Limited Duration Income Trust in Q4 2014 and held it in 17 quarters.
HighTower Advisors's Franklin Limited Duration Income Trust position peaked at $382K in Q2 2023.
86 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.