IA
FTF

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

Integrity Alliance’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 		$178K Sell
30,580
-12
-0% -$73 0.01% 720
2025
Q4 		$188K Sell
30,592
-161
-0.5% -$992 0.01% 738
2025
Q3 		$196K Buy
+30,753
New +$198K 0.01% 532
2025
Q2 		– Sell
-65,554
Closed -$423K – 543
2025
Q1 		$423K Buy
+65,554
New +$431K 0.02% 409

Other funds holding FTF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Integrity Alliance's FTF Position: Q1 2026 in Review

Integrity Alliance reduced its Franklin Limited Duration Income Trust (FTF) stake by 0.04% in Q1 2026, selling an estimated $73 and leaving 30,580 shares worth $178K. The position accounts for 0.01% of the portfolio, ranked #720.

Integrity Alliance first reported a position in FTF in Q1 2025 and has held it in 4 quarters since. The position peaked at $423K in Q1 2025. 86 funds tracked by Wall St. Rank hold FTF as of Q1 2026.

  • Integrity Alliance held 30,580 shares of Franklin Limited Duration Income Trust worth $178K as of Q1 2026.
  • Integrity Alliance sold 12 Franklin Limited Duration Income Trust shares in Q1 2026, an estimated $73.
  • Franklin Limited Duration Income Trust made up 0.01% of Integrity Alliance's portfolio in Q1 2026, its #720 holding.
  • Integrity Alliance first reported a position in Franklin Limited Duration Income Trust in Q1 2025 and has held it in 4 quarters since.
  • Integrity Alliance's Franklin Limited Duration Income Trust position peaked at $423K in Q1 2025.
  • 86 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q1 2026.

Based on Integrity Alliance's 13F filing for Q1 2026, filed 11 May 2026.