MFG
FTF

Merit Financial Group’s Franklin Limited Duration Income Trust FTF Stock Holding History

Merit Financial Group’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 		$93.5K Sell
16,145
-5,114
-24% -$30K ﹤0.01% 2234
2026
Q1 		$124K Buy
21,259
+170
+0.8% +$1.03K ﹤0.01% 1987
2025
Q4 		$130K Buy
21,089
+1,050
+5% +$6.47K ﹤0.01% 1870
2025
Q3 		$128K Buy
20,039
+288
+1% +$1.85K ﹤0.01% 1725
2025
Q2 		$127K Buy
19,751
+1,520
+8% +$9.61K ﹤0.01% 1617
2025
Q1 		$118K Buy
+18,231
New +$120K ﹤0.01% 1348

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
Pathstone Holdings
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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return

Merit Financial Group's FTF Position: Q2 2026 in Review

Merit Financial Group reduced its Franklin Limited Duration Income Trust (FTF) stake by 24% in Q2 2026, selling an estimated $30K and leaving 16,145 shares worth $93.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2234.

Merit Financial Group first reported a position in FTF in Q1 2025 and has held it in 6 quarters since. The position peaked at $130K in Q4 2025. 88 funds tracked by Wall St. Rank hold FTF as of Q2 2026.

  • Merit Financial Group held 16,145 shares of Franklin Limited Duration Income Trust worth $93.5K as of Q2 2026.
  • Merit Financial Group sold 5,114 Franklin Limited Duration Income Trust shares in Q2 2026, an estimated $30K.
  • Franklin Limited Duration Income Trust made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2234 holding.
  • Merit Financial Group first reported a position in Franklin Limited Duration Income Trust in Q1 2025 and has held it in 6 quarters since.
  • Merit Financial Group's Franklin Limited Duration Income Trust position peaked at $130K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.