Mariner
FTF

Mariner’s Franklin Limited Duration Income Trust FTF Stock Holding History

Mariner’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 		$68.5K Sell
11,950
-1,247
-9% -$7.59K ﹤0.01% 3385
2025
Q4 		$81.2K Sell
13,197
-3,214
-20% -$19.8K ﹤0.01% 3361
2025
Q3 		$105K Buy
16,411
+581
+4% +$3.73K ﹤0.01% 3346
2025
Q2 		$102K Sell
15,830
-524
-3% -$3.31K ﹤0.01% 3244
2025
Q1 		$106K Buy
16,354
+4,868
+42% +$32K ﹤0.01% 3176
2024
Q4 		$76.2K Buy
+11,486
New +$75.7K ﹤0.01% 3232

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

Mariner's FTF Position: Q1 2026 in Review

Mariner reduced its Franklin Limited Duration Income Trust (FTF) stake by 9.4% in Q1 2026, selling an estimated $7.59K and leaving 11,950 shares worth $68.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3385.

Mariner first reported a position in FTF in Q4 2024 and has held it in 6 quarters since. The position peaked at $106K in Q1 2025. 86 funds tracked by Wall St. Rank hold FTF as of Q1 2026.

  • Mariner held 11,950 shares of Franklin Limited Duration Income Trust worth $68.5K as of Q1 2026.
  • Mariner sold 1,247 Franklin Limited Duration Income Trust shares in Q1 2026, an estimated $7.59K.
  • Franklin Limited Duration Income Trust made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #3385 holding.
  • Mariner first reported a position in Franklin Limited Duration Income Trust in Q4 2024 and has held it in 6 quarters since.
  • Mariner's Franklin Limited Duration Income Trust position peaked at $106K in Q1 2025.
  • 86 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q1 2026.

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