IE
FTF

Israel Englander’s Franklin Limited Duration Income Trust FTF Stock Holding History

Israel Englander’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
2025
Q4 		– Sell
-23,000
Closed -$147K – 6151
2025
Q3 		$147K Buy
+23,000
New +$148K ﹤0.01% 5623
2018
Q4 		– Sell
-43,057
Closed -$438K – 3876
2018
Q3 		$438K Buy
+43,057
New +$479K ﹤0.01% 3307
2017
Q3 		– Sell
-11,758
Closed -$139K – 3621
2017
Q2 		$139K Sell
11,758
-3,952
-25% -$47.3K ﹤0.01% 3261
2017
Q1 		$188K Buy
+15,710
New +$190K ﹤0.01% 3223

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
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Israel Englander's FTF Position: Q4 2025 in Review

Israel Englander sold out of Franklin Limited Duration Income Trust (FTF) in Q4 2025, closing a stake of 23,000 shares — an estimated $147K sold.

Israel Englander first reported a position in FTF in Q1 2017 and held it in 4 quarters. The position peaked at $438K in Q3 2018. 98 funds tracked by Wall St. Rank hold FTF as of Q4 2025.

  • Israel Englander reported no remaining Franklin Limited Duration Income Trust position as of Q4 2025 after selling out during the quarter.
  • Israel Englander sold 23,000 Franklin Limited Duration Income Trust shares in Q4 2025, an estimated $147K.
  • Israel Englander first reported a position in Franklin Limited Duration Income Trust in Q1 2017 and held it in 4 quarters.
  • Israel Englander's Franklin Limited Duration Income Trust position peaked at $438K in Q3 2018.
  • 98 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q4 2025.

Based on Millennium Management's 13F filing for Q4 2025, filed 17 Feb 2026.