NWF Advisory Services’s Franklin Limited Duration Income Trust FTF Stock Holding History

NWF Advisory Services’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	$66.5K	Sell	11,400 -1,600	-12%	-$9.74K	0.01%	398
2025 Q4	$80K	Hold	13,000	–	–	0.01%	394
2025 Q3	$82.8K	Hold	13,000	–	–	0.01%	400
2025 Q2	$83.5K	Hold	13,000	–	–	0.01%	403
2025 Q1	$84K	Buy	+13,000	New	+$85.5K	0.01%	350

Other funds holding FTF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

NWF Advisory Services's FTF Position: Q1 2026 in Review

NWF Advisory Services reduced its Franklin Limited Duration Income Trust (FTF) stake by 12% in Q1 2026, selling an estimated $9.74K and leaving 11,400 shares worth $66.5K. The position accounts for 0.01% of the portfolio, ranked #398.

NWF Advisory Services first reported a position in FTF in Q1 2025 and has held it in 5 quarters since. The position peaked at $84K in Q1 2025. 86 funds tracked by Wall St. Rank hold FTF as of Q1 2026.

NWF Advisory Services held 11,400 shares of Franklin Limited Duration Income Trust worth $66.5K as of Q1 2026.
NWF Advisory Services sold 1,600 Franklin Limited Duration Income Trust shares in Q1 2026, an estimated $9.74K.
Franklin Limited Duration Income Trust made up 0.01% of NWF Advisory Services's portfolio in Q1 2026, its #398 holding.
NWF Advisory Services first reported a position in Franklin Limited Duration Income Trust in Q1 2025 and has held it in 5 quarters since.
NWF Advisory Services's Franklin Limited Duration Income Trust position peaked at $84K in Q1 2025.
86 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.