International Assets Investment Management’s Franklin Limited Duration Income Trust FTF Stock Holding History

International Assets Investment Management’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	$1M	Buy	173,043 +46,932	+37%	+$275K	0.06%	289
2026 Q1	$736K	Buy	126,111 +47,011	+59%	+$286K	0.05%	329
2025 Q4	$486K	Buy	+79,100	New	+$487K	0.03%	455
2024 Q3	–	Sell	-1,652	Closed	-$10.5K	–	2031
2024 Q2	$10.5K	Buy	+1,652	New	+$10.4K	﹤0.01%	1657
2021 Q2	–	Sell	-5,819	Closed	-$55K	–	991
2021 Q1	$55K	Hold	5,819	–	–	0.01%	923
2020 Q4	$55K	Buy	+5,819	New	+$50.6K	0.01%	807

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PIA

Powell Investment Advisors Miami, Florida $317M AUM 26.57% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

International Assets Investment Management's FTF Position: Q2 2026 in Review

International Assets Investment Management increased its Franklin Limited Duration Income Trust (FTF) stake by 37% in Q2 2026, buying an estimated $275K and bringing the position to 173,043 shares worth $1M. The position accounts for 0.06% of the portfolio, ranked #289.

International Assets Investment Management first reported a position in FTF in Q4 2020 and has held it in 6 quarters since. 36 funds tracked by Wall St. Rank hold FTF as of Q2 2026.

International Assets Investment Management held 173,043 shares of Franklin Limited Duration Income Trust worth $1M as of Q2 2026.
International Assets Investment Management bought 46,932 Franklin Limited Duration Income Trust shares in Q2 2026, an estimated $275K.
Franklin Limited Duration Income Trust made up 0.06% of International Assets Investment Management's portfolio in Q2 2026, its #289 holding.
International Assets Investment Management first reported a position in Franklin Limited Duration Income Trust in Q4 2020 and has held it in 6 quarters since.
36 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.