LSC
FTF

Logan Stone Capital’s Franklin Limited Duration Income Trust FTF Stock Holding History

Logan Stone Capital’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 		– Sell
-47,416
Closed -$292K – 152
2025
Q4 		$292K Buy
+47,416
New +$292K 0.07% 119
2023
Q3 		– Sell
-72,169
Closed -$446K – 161
2023
Q2 		$446K Sell
72,169
-48,950
-40% -$303K 0.15% 110
2023
Q1 		$749K Buy
121,119
+6,002
+5% +$38.2K 0.3% 90
2022
Q4 		$715K Buy
+115,117
New +$717K 0.27% 114

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Logan Stone Capital's FTF Position: Q1 2026 in Review

Logan Stone Capital sold out of Franklin Limited Duration Income Trust (FTF) in Q1 2026, closing a stake of 47,416 shares — an estimated $292K sold.

Logan Stone Capital first reported a position in FTF in Q4 2022 and held it in 4 quarters. The position peaked at $749K in Q1 2023. 86 funds tracked by Wall St. Rank hold FTF as of Q1 2026.

  • Logan Stone Capital reported no remaining Franklin Limited Duration Income Trust position as of Q1 2026 after selling out during the quarter.
  • Logan Stone Capital sold 47,416 Franklin Limited Duration Income Trust shares in Q1 2026, an estimated $292K.
  • Logan Stone Capital first reported a position in Franklin Limited Duration Income Trust in Q4 2022 and held it in 4 quarters.
  • Logan Stone Capital's Franklin Limited Duration Income Trust position peaked at $749K in Q1 2023.
  • 86 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q1 2026.

Based on Logan Stone Capital's 13F filing for Q1 2026, filed 15 May 2026.