NA
FTF

NewEdge Advisors’s Franklin Limited Duration Income Trust FTF Stock Holding History

NewEdge 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 		$505K Sell
87,259
-4,500
-5% -$26.4K ﹤0.01% 2142
2026
Q1 		$535K Sell
91,759
-4,970
-5% -$30.2K ﹤0.01% 1935
2025
Q4 		$595K Sell
96,729
-16,700
-15% -$103K ﹤0.01% 1847
2025
Q3 		$723K Sell
113,429
-2,050
-2% -$13.2K ﹤0.01% 1597
2025
Q2 		$741K Sell
115,479
-3,400
-3% -$21.5K ﹤0.01% 1452
2025
Q1 		$768K Sell
118,879
-5,875
-5% -$38.6K ﹤0.01% 1337
2024
Q4 		$827K Sell
124,754
-8,800
-7% -$58K 0.01% 1259
2024
Q3 		$891K Sell
133,554
-6,875
-5% -$45.4K 0.01% 1158
2024
Q2 		$890K Sell
140,429
-2,100
-1% -$13.2K 0.01% 1126
2024
Q1 		$894K Sell
142,529
-12,800
-8% -$80.7K 0.01% 1053
2023
Q4 		$966K Buy
155,329
+12,499
+9% +$76.3K 0.01% 949
2023
Q3 		$870K Sell
142,830
-25,800
-15% -$160K 0.01% 924
2023
Q2 		$1.04M Buy
168,630
+3,100
+2% +$19.2K 0.01% 847
2023
Q1 		$1.03M Sell
165,530
-3,700
-2% -$23.5K 0.01% 770
2022
Q4 		$1.05M Sell
169,230
-3,100
-2% -$19.3K 0.03% 495
2022
Q3 		$1.06M Sell
172,330
-1,900
-1% -$12.9K 0.02% 628
2022
Q2 		$1.18M Sell
174,230
-2,244
-1% -$15.7K 0.02% 610
2022
Q1 		$1.34M Buy
176,474
+4,400
+3% +$35.1K 0.02% 548
2021
Q4 		$1.56M Buy
+172,074
New +$1.55M 0.02% 536

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

NewEdge Advisors's FTF Position: Q2 2026 in Review

NewEdge Advisors reduced its Franklin Limited Duration Income Trust (FTF) stake by 4.9% in Q2 2026, selling an estimated $26.4K and leaving 87,259 shares worth $505K. The position accounts for ﹤0.01% of the portfolio, ranked #2142.

NewEdge Advisors first reported a position in FTF in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.56M in Q4 2021. 88 funds tracked by Wall St. Rank hold FTF as of Q2 2026.

  • NewEdge Advisors held 87,259 shares of Franklin Limited Duration Income Trust worth $505K as of Q2 2026.
  • NewEdge Advisors sold 4,500 Franklin Limited Duration Income Trust shares in Q2 2026, an estimated $26.4K.
  • Franklin Limited Duration Income Trust made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2142 holding.
  • NewEdge Advisors first reported a position in Franklin Limited Duration Income Trust in Q4 2021 and has held it in 19 quarters since.
  • NewEdge Advisors's Franklin Limited Duration Income Trust position peaked at $1.56M in Q4 2021.
  • 88 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.