IAS
FTF

Integrity Advisory Solutions’s Franklin Limited Duration Income Trust FTF Stock Holding History

Integrity Advisory Solutions’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 		– Sell
-21,328
Closed -$124K – 347
2026
Q1 		$124K Buy
21,328
+2,924
+16% +$17.8K 0.02% 259
2025
Q4 		$113K Buy
18,404
+2,684
+17% +$16.5K 0.02% 240
2025
Q3 		$100K Buy
+15,720
New +$101K 0.02% 232

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

Integrity Advisory Solutions's FTF Position: Q2 2026 in Review

Integrity Advisory Solutions sold out of Franklin Limited Duration Income Trust (FTF) in Q2 2026, closing a stake of 21,328 shares — an estimated $124K sold.

Integrity Advisory Solutions first reported a position in FTF in Q3 2025 and held it in 3 quarters. The position peaked at $124K in Q1 2026. 88 funds tracked by Wall St. Rank hold FTF as of Q2 2026.

  • Integrity Advisory Solutions reported no remaining Franklin Limited Duration Income Trust position as of Q2 2026 after selling out during the quarter.
  • Integrity Advisory Solutions sold 21,328 Franklin Limited Duration Income Trust shares in Q2 2026, an estimated $124K.
  • Integrity Advisory Solutions first reported a position in Franklin Limited Duration Income Trust in Q3 2025 and held it in 3 quarters.
  • Integrity Advisory Solutions's Franklin Limited Duration Income Trust position peaked at $124K in Q1 2026.
  • 88 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2026.

Based on Integrity Advisory Solutions's 13F filing for Q2 2026, filed 31 Jul 2026.