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 Q3	$77.2K	Buy	14,400 +3,000	+26%	+$17.2K	0.01%	423
2026 Q2	$66K	Hold	11,400	–	–	0.01%	444
2026 Q1	$66.5K	Sell	11,400 -1,600	-12%	-$9.7K	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

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Miller Financial Services Marshall, Michigan $132M AUM 10.64% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

NWF Advisory Services's FTF Position: Q3 2026 in Review

NWF Advisory Services increased its Franklin Limited Duration Income Trust (FTF) stake by 26% in Q3 2026, buying an estimated $17.2K and bringing the position to 14,400 shares worth $77.2K. The position accounts for 0.01% of the portfolio, ranked #423.

NWF Advisory Services first reported a position in FTF in Q1 2025 and has held it in 7 quarters since. The position peaked at $84K in Q1 2025. 12 funds tracked by Wall St. Rank hold FTF as of Q3 2026.

NWF Advisory Services held 14,400 shares of Franklin Limited Duration Income Trust worth $77.2K as of Q3 2026.
NWF Advisory Services bought 3,000 Franklin Limited Duration Income Trust shares in Q3 2026, an estimated $17.2K.
Franklin Limited Duration Income Trust made up 0.01% of NWF Advisory Services's portfolio in Q3 2026, its #423 holding.
NWF Advisory Services first reported a position in Franklin Limited Duration Income Trust in Q1 2025 and has held it in 7 quarters since.
NWF Advisory Services's Franklin Limited Duration Income Trust position peaked at $84K in Q1 2025.
12 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.