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Pin Oak Investment Advisors’s Franklin Limited Duration Income Trust FTF Stock Holding History

Pin Oak Investment 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 		$179K Hold
31,000
– – 0.13% 124
2026
Q1 		$181K Hold
31,000
– – 0.13% 111
2025
Q4 		$193K Hold
31,000
– – 0.14% 109
2025
Q3 		$197K Buy
+31,000
New +$199K 0.14% 104

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
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Advisors Asset Management
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
Guggenheim Capital
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

Pin Oak Investment Advisors's FTF Position: Q2 2026 in Review

Pin Oak Investment Advisors held its Franklin Limited Duration Income Trust (FTF) position steady in Q2 2026 at 31,000 shares worth $179K. The position accounts for 0.13% of the portfolio, ranked #124.

Pin Oak Investment Advisors first reported a position in FTF in Q3 2025 and has held it in 4 quarters since. The position peaked at $197K in Q3 2025. 87 funds tracked by Wall St. Rank hold FTF as of Q2 2026.

  • Pin Oak Investment Advisors held 31,000 shares of Franklin Limited Duration Income Trust worth $179K as of Q2 2026.
  • Pin Oak Investment Advisors left its Franklin Limited Duration Income Trust share count unchanged in Q2 2026.
  • Franklin Limited Duration Income Trust made up 0.13% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #124 holding.
  • Pin Oak Investment Advisors first reported a position in Franklin Limited Duration Income Trust in Q3 2025 and has held it in 4 quarters since.
  • Pin Oak Investment Advisors's Franklin Limited Duration Income Trust position peaked at $197K in Q3 2025.
  • 87 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.