Jeff Yass’s Franklin Limited Duration Income Trust FTF Stock Holding History

Jeff Yass’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	$190K	Buy	+32,801	New	+$192K	﹤0.01%	12008
2026 Q1	–	Sell	-19,281	Closed	-$119K	–	13472
2025 Q4	$119K	Buy	+19,281	New	+$119K	﹤0.01%	11356
2025 Q3	–	Sell	-15,326	Closed	-$98.4K	–	12891
2025 Q2	$98.4K	Sell	15,326 -11,811	-44%	-$74.7K	﹤0.01%	11806
2025 Q1	$175K	Buy	27,137 +6,442	+31%	+$42.4K	﹤0.01%	11079
2024 Q4	$137K	Buy	+20,695	New	+$136K	﹤0.01%	11083
2023 Q4	–	Sell	-29,448	Closed	-$179K	–	12664
2023 Q3	$179K	Buy	29,448 +14,174	+93%	+$88.1K	﹤0.01%	10347
2023 Q2	$94.4K	Buy	+15,274	New	+$94.4K	﹤0.01%	10991
2023 Q1	–	Sell	-16,916	Closed	-$105K	–	12866
2022 Q4	$105K	Sell	16,916 -1,795	-10%	-$11.2K	﹤0.01%	10925
2022 Q3	$116K	Buy	+18,711	New	+$127K	﹤0.01%	11556
2017 Q2	–	Sell	-24,213	Closed	-$290K	–	9372
2017 Q1	$290K	Buy	+24,213	New	+$293K	﹤0.01%	7391

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

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

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

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return

Jeff Yass's FTF Position: Q2 2026 in Review

Jeff Yass opened a new position in Franklin Limited Duration Income Trust (FTF) in Q2 2026: 32,801 shares worth $190K. The stake represents ﹤0.01% of the portfolio and ranks #12008 among its holdings. This is a return to the name: Jeff Yass previously reported a position in FTF as recently as Q4 2025.

Jeff Yass first reported a position in FTF in Q1 2017 and has held it in 10 quarters since. The position peaked at $290K in Q1 2017. 87 funds tracked by Wall St. Rank hold FTF as of Q2 2026.

Jeff Yass held 32,801 shares of Franklin Limited Duration Income Trust worth $190K as of Q2 2026.
Franklin Limited Duration Income Trust was a new Jeff Yass position in Q2 2026.
Franklin Limited Duration Income Trust made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #12008 holding.
Jeff Yass first reported a position in Franklin Limited Duration Income Trust in Q1 2017 and has held it in 10 quarters since.
Jeff Yass's Franklin Limited Duration Income Trust position peaked at $290K in Q1 2017.
87 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.