PAS
FTF

Park Avenue Securities’s Franklin Limited Duration Income Trust FTF Stock Holding History

Park Avenue Securities’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 		$67K Sell
11,529
-211
-2% -$1.24K ﹤0.01% 1767
2026
Q1 		$68K Buy
11,740
+402
+4% +$2.45K ﹤0.01% 1508
2025
Q4 		$70K Buy
11,338
+386
+4% +$2.38K ﹤0.01% 1487
2025
Q3 		$70K Buy
10,952
+724
+7% +$4.65K ﹤0.01% 1619
2025
Q2 		$66K Sell
10,228
-570
-5% -$3.6K ﹤0.01% 1459
2025
Q1 		$70K Buy
+10,798
New +$71K ﹤0.01% 1146

Other funds holding FTF

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Park Avenue Securities's FTF Position: Q2 2026 in Review

Park Avenue Securities reduced its Franklin Limited Duration Income Trust (FTF) stake by 1.8% in Q2 2026, selling an estimated $1.24K and leaving 11,529 shares worth $67K. The position accounts for ﹤0.01% of the portfolio, ranked #1767.

Park Avenue Securities first reported a position in FTF in Q1 2025 and has held it in 6 quarters since. The position peaked at $70K in Q4 2025. 18 funds tracked by Wall St. Rank hold FTF as of Q2 2026.

  • Park Avenue Securities held 11,529 shares of Franklin Limited Duration Income Trust worth $67K as of Q2 2026.
  • Park Avenue Securities sold 211 Franklin Limited Duration Income Trust shares in Q2 2026, an estimated $1.24K.
  • Franklin Limited Duration Income Trust made up ﹤0.01% of Park Avenue Securities's portfolio in Q2 2026, its #1767 holding.
  • Park Avenue Securities first reported a position in Franklin Limited Duration Income Trust in Q1 2025 and has held it in 6 quarters since.
  • Park Avenue Securities's Franklin Limited Duration Income Trust position peaked at $70K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.