KWM
FTF

Kingsview Wealth Management’s Franklin Limited Duration Income Trust FTF Stock Holding History

Kingsview Wealth 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 		$899K Sell
155,207
-97,791
-39% -$573K 0.01% 780
2026
Q1 		$1.47M Buy
252,998
+127,605
+102% +$777K 0.02% 570
2025
Q4 		$771K Buy
125,393
+95,745
+323% +$590K 0.01% 709
2025
Q3 		$189K Buy
29,648
+2,736
+10% +$17.6K ﹤0.01% 1151
2025
Q2 		$173K Buy
+26,912
New +$170K ﹤0.01% 1121

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
Pathstone Holdings
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return

Kingsview Wealth Management's FTF Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Franklin Limited Duration Income Trust (FTF) stake by 39% in Q2 2026, selling an estimated $573K and leaving 155,207 shares worth $899K. The position accounts for 0.01% of the portfolio, ranked #780.

Kingsview Wealth Management first reported a position in FTF in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.47M in Q1 2026. 88 funds tracked by Wall St. Rank hold FTF as of Q2 2026.

  • Kingsview Wealth Management held 155,207 shares of Franklin Limited Duration Income Trust worth $899K as of Q2 2026.
  • Kingsview Wealth Management sold 97,791 Franklin Limited Duration Income Trust shares in Q2 2026, an estimated $573K.
  • Franklin Limited Duration Income Trust made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #780 holding.
  • Kingsview Wealth Management first reported a position in Franklin Limited Duration Income Trust in Q2 2025 and has held it in 5 quarters since.
  • Kingsview Wealth Management's Franklin Limited Duration Income Trust position peaked at $1.47M in Q1 2026.
  • 88 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.