Jones Financial Companies
FTF

Jones Financial Companies’s Franklin Limited Duration Income Trust FTF Stock Holding History

Jones Financial Companies’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 		– Sell
-2,340
Closed -$14.4K – 4803
2025
Q4 		$14.4K Buy
2,340
+2,000
+588% +$12.3K ﹤0.01% 3067
2025
Q3 		$2.16K Buy
+340
New +$2.18K ﹤0.01% 3667
2025
Q1 		– Sell
-458
Closed -$3.04K – 3766
2024
Q4 		$3.04K Buy
+458
New +$3.02K ﹤0.01% 2900

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

Jones Financial Companies's FTF Position: Q1 2026 in Review

Jones Financial Companies sold out of Franklin Limited Duration Income Trust (FTF) in Q1 2026, closing a stake of 2,340 shares — an estimated $14.4K sold.

Jones Financial Companies first reported a position in FTF in Q4 2024 and held it in 3 quarters. The position peaked at $14.4K in Q4 2025. 86 funds tracked by Wall St. Rank hold FTF as of Q1 2026.

  • Jones Financial Companies reported no remaining Franklin Limited Duration Income Trust position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 2,340 Franklin Limited Duration Income Trust shares in Q1 2026, an estimated $14.4K.
  • Jones Financial Companies first reported a position in Franklin Limited Duration Income Trust in Q4 2024 and held it in 3 quarters.
  • Jones Financial Companies's Franklin Limited Duration Income Trust position peaked at $14.4K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.