OLVIG
FTF

Oliver Lagore Vanvalin Investment Group’s Franklin Limited Duration Income Trust FTF Stock Holding History

Oliver Lagore Vanvalin Investment 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
2025
Q2 		$69.9K Buy
+10,819
New +$68.4K 0.03% 212
2024
Q4 		$71.7K Hold
10,819
– – 0.02% 217
2024
Q3 		$72.2K Sell
10,819
-1,700
-14% -$11.2K 0.02% 211
2024
Q2 		$79.4K Buy
12,519
+1,700
+16% +$10.7K 0.02% 187
2024
Q1 		$67.8K Hold
10,819
– – 0.02% 220
2023
Q4 		$67.3K Hold
10,819
– – 0.03% 188
2023
Q3 		$65.9K Buy
10,819
+1,700
+19% +$10.6K 0.03% 207
2023
Q2 		$56.4K Hold
9,119
– – 0.02% 240
2023
Q1 		$56.4K Buy
9,119
+4,119
+82% +$26.2K 0.02% 186
2022
Q4 		$31.1K Buy
+5,000
New +$31.2K 0.02% 223

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's FTF Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Franklin Limited Duration Income Trust (FTF) in Q2 2025: 10,819 shares worth $69.9K. The stake represents 0.03% of the portfolio and ranks #212 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in FTF as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in FTF in Q4 2022 and has held it in 10 quarters since. The position peaked at $79.4K in Q2 2024. 85 funds tracked by Wall St. Rank hold FTF as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 10,819 shares of Franklin Limited Duration Income Trust worth $69.9K as of Q2 2025.
  • Franklin Limited Duration Income Trust was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Franklin Limited Duration Income Trust made up 0.03% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #212 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Franklin Limited Duration Income Trust in Q4 2022 and has held it in 10 quarters since.
  • Oliver Lagore Vanvalin Investment Group's Franklin Limited Duration Income Trust position peaked at $79.4K in Q2 2024.
  • 85 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.