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 Q2	$274K	Buy	47,317 +7,308	+18%	+$42.8K	0.01%	842
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 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

Kovack Advisors's FTF Position: Q2 2026 in Review

Kovack Advisors increased its Franklin Limited Duration Income Trust (FTF) stake by 18% in Q2 2026, buying an estimated $42.8K and bringing the position to 47,317 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #842.

Kovack Advisors first reported a position in FTF in Q1 2022 and has held it in 5 quarters since. 87 funds tracked by Wall St. Rank hold FTF as of Q2 2026.

Kovack Advisors held 47,317 shares of Franklin Limited Duration Income Trust worth $274K as of Q2 2026.
Kovack Advisors bought 7,308 Franklin Limited Duration Income Trust shares in Q2 2026, an estimated $42.8K.
Franklin Limited Duration Income Trust made up 0.01% of Kovack Advisors's portfolio in Q2 2026, its #842 holding.
Kovack Advisors first reported a position in Franklin Limited Duration Income Trust in Q1 2022 and has held it in 5 quarters since.
87 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.