Koshinski Asset Management
FTF

Koshinski Asset Management’s Franklin Limited Duration Income Trust FTF Stock Holding History

Koshinski Asset 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
Q1 		$442K Hold
75,825
– – 0.03% 470
2025
Q4 		$466K Sell
75,825
-2,067
-3% -$12.7K 0.03% 446
2025
Q3 		$496K Sell
77,892
-2,028
-3% -$13K 0.03% 420
2025
Q2 		$513K Buy
79,920
+46
+0.1% +$291 0.04% 394
2025
Q1 		$516K Sell
79,874
-1,457
-2% -$9.59K 0.04% 366
2024
Q4 		$539M Sell
81,331
-957
-1% -$6.31K 0.05% 350
2024
Q3 		$549K Buy
82,288
+40
+0% +$264 0.05% 344
2024
Q2 		$530K Sell
82,248
-1,958
-2% -$12.3K 0.05% 326
2024
Q1 		$528K Sell
84,206
-71,400
-46% -$450K 0.05% 311
2023
Q4 		$968K Buy
155,606
+59,491
+62% +$363K 0.15% 186
2023
Q3 		$585K Buy
96,115
+37
+0% +$230 0.07% 287
2023
Q2 		$594K Sell
96,078
-70,306
-42% -$434K 0.06% 306
2023
Q1 		$1.03M Buy
166,384
+68
+0% +$432 0.1% 203
2022
Q4 		$1.03M Sell
166,316
-29,931
-15% -$187K 0.1% 226
2022
Q3 		$1.21M Buy
196,247
+3,063
+2% +$20.7K 0.14% 167
2022
Q2 		$1.31M Sell
193,184
-5,936
-3% -$41.5K 0.13% 182
2022
Q1 		$1.51M Buy
+199,120
New +$1.59M 0.12% 176
2021
Q4 		– Sell
-201,810
Closed -$1.83M – 2182
2021
Q3 		$1.83M Buy
+201,810
New +$1.87M 0.16% 145
2021
Q1 		– Sell
-201,658
Closed -$1.9M – 613
2020
Q4 		$1.9M Sell
201,658
-10,999
-5% -$95.6K 0.24% 104
2020
Q3 		$1.85K Buy
+212,657
New +$1.86M 0.25% 93
2020
Q2 		– Sell
-234,725
Closed -$235K – 497
2020
Q1 		$235K Buy
234,725
+3,018
+1% +$27.1K 0.05% 395
2019
Q4 		$2.23M Buy
+231,707
New +$2.17M 0.38% 66
2019
Q3 		– Sell
-225,456
Closed -$2.17M – 190
2019
Q2 		$2.17M Sell
225,456
-15,140
-6% -$146K 0.88% 23
2019
Q1 		$2.32K Sell
240,596
-36,034
-13% -$343K 0.62% 34
2018
Q4 		$2.5M Buy
276,630
+114,261
+70% +$1.07M 0.61% 42
2018
Q3 		$1.65M Buy
162,369
+20,610
+15% +$229K 0.24% 131
2018
Q2 		$1.55M Sell
141,759
-9,000
-6% -$99.4K 0.47% 56
2018
Q1 		$1.68M Buy
150,759
+34,600
+30% +$398K 0.52% 47
2017
Q4 		$1.37M Sell
116,159
-3,146
-3% -$37.3K 0.34% 97
2017
Q3 		$1.43M Buy
119,305
+11,100
+10% +$132K 0.47% 57
2017
Q2 		$1.28M Buy
108,205
+88,500
+449% +$1.06M 0.47% 62
2017
Q1 		$236K Buy
+19,705
New +$238K 0.09% 288
2016
Q3 		– Sell
-242,282
Closed -$2.81M – 291
2016
Q2 		$2.81M Buy
242,282
+2,372
+1% +$27.4K 1.53% 6
2016
Q1 		$2.72M Buy
239,910
+15,272
+7% +$164K 1.76% 6
2015
Q4 		$2.41M Sell
224,638
-17,288
-7% -$190K 1.68% 7
2015
Q3 		$2.82M Sell
241,926
-12,455
-5% -$142K 1.8% 5
2015
Q2 		$2.96M Buy
254,381
+5,387
+2% +$65.4K 1.87% 5
2015
Q1 		$3.03M Buy
248,994
+10,257
+4% +$125K 1.96% 6
2014
Q4 		$2.91M Buy
+238,737
New +$2.93M 1.65% 10

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

Koshinski Asset Management's FTF Position: Q1 2026 in Review

Koshinski Asset Management held its Franklin Limited Duration Income Trust (FTF) position steady in Q1 2026 at 75,825 shares worth $442K. The position accounts for 0.03% of the portfolio, ranked #470.

Koshinski Asset Management first reported a position in FTF in Q4 2014 and has held it in 39 quarters since. The position peaked at $539M in Q4 2024. 86 funds tracked by Wall St. Rank hold FTF as of Q1 2026.

  • Koshinski Asset Management held 75,825 shares of Franklin Limited Duration Income Trust worth $442K as of Q1 2026.
  • Koshinski Asset Management left its Franklin Limited Duration Income Trust share count unchanged in Q1 2026.
  • Franklin Limited Duration Income Trust made up 0.03% of Koshinski Asset Management's portfolio in Q1 2026, its #470 holding.
  • Koshinski Asset Management first reported a position in Franklin Limited Duration Income Trust in Q4 2014 and has held it in 39 quarters since.
  • Koshinski Asset Management's Franklin Limited Duration Income Trust position peaked at $539M in Q4 2024.
  • 86 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q1 2026.

Based on Koshinski Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.