KA
FTF

Kovack Advisors’s Franklin Limited Duration Income Trust FTF Stock Holding History

Kovack Advisors’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 		$233K Buy
40,009
+9,544
+31% +$58.1K 0.01% 860
2025
Q4 		$187K Buy
30,465
+19,940
+189% +$123K 0.01% 961
2025
Q3 		$67K Buy
+10,525
New +$67.6K 0.01% 604
2022
Q2 		– Sell
-13,131
Closed -$99K – 656
2022
Q1 		$99K Buy
+13,131
New +$105K 0.01% 685

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

Kovack Advisors's FTF Position: Q1 2026 in Review

Kovack Advisors increased its Franklin Limited Duration Income Trust (FTF) stake by 31% in Q1 2026, buying an estimated $58.1K and bringing the position to 40,009 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #860.

Kovack Advisors first reported a position in FTF in Q1 2022 and has held it in 4 quarters since. 86 funds tracked by Wall St. Rank hold FTF as of Q1 2026.

  • Kovack Advisors held 40,009 shares of Franklin Limited Duration Income Trust worth $233K as of Q1 2026.
  • Kovack Advisors bought 9,544 Franklin Limited Duration Income Trust shares in Q1 2026, an estimated $58.1K.
  • Franklin Limited Duration Income Trust made up 0.01% of Kovack Advisors's portfolio in Q1 2026, its #860 holding.
  • Kovack Advisors first reported a position in Franklin Limited Duration Income Trust in Q1 2022 and has held it in 4 quarters since.
  • 86 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.