LNWWM
FTF

Laird Norton Wetherby Wealth Management’s Franklin Limited Duration Income Trust FTF Stock Holding History

Laird Norton Wetherby 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
2025
Q3 		– Sell
-29,743
Closed -$191K – 946
2025
Q2 		$191K Buy
+29,743
New +$188K 0.01% 890

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's FTF Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management sold out of Franklin Limited Duration Income Trust (FTF) in Q3 2025, closing a stake of 29,743 shares — an estimated $191K sold.

Laird Norton Wetherby Wealth Management first reported a position in FTF in Q2 2025 and held it in 1 quarter. The position peaked at $191K in Q2 2025. 87 funds tracked by Wall St. Rank hold FTF as of Q3 2025.

  • Laird Norton Wetherby Wealth Management reported no remaining Franklin Limited Duration Income Trust position as of Q3 2025 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 29,743 Franklin Limited Duration Income Trust shares in Q3 2025, an estimated $191K.
  • Laird Norton Wetherby Wealth Management first reported a position in Franklin Limited Duration Income Trust in Q2 2025 and held it in 1 quarter.
  • Laird Norton Wetherby Wealth Management's Franklin Limited Duration Income Trust position peaked at $191K in Q2 2025.
  • 87 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.