PIA
FTF

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

Powell 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
Q1 		$350K Buy
60,001
+317
+0.5% +$1.93K 0.12% 101
2025
Q4 		$367K Buy
59,684
+301
+0.5% +$1.85K 0.13% 98
2025
Q3 		$378K Buy
59,383
+3,401
+6% +$21.8K 0.13% 98
2025
Q2 		$359K Buy
55,982
+275
+0.5% +$1.74K 0.13% 95
2025
Q1 		$360K Buy
55,707
+259
+0.5% +$1.7K 0.18% 76
2024
Q4 		$368K Buy
55,448
+9,128
+20% +$60.2K 0.17% 82
2024
Q3 		$309K Hold
46,320
– – 0.14% 86
2024
Q2 		$294K Buy
46,320
+28,000
+153% +$176K 0.15% 86
2024
Q1 		$115K Buy
18,320
+3,693
+25% +$23.3K 0.06% 128
2023
Q4 		$91K Hold
14,627
– – 0.05% 129
2023
Q3 		$89.1K Hold
14,627
– – 0.05% 121
2023
Q2 		$90.4K Hold
14,627
– – 0.05% 115
2023
Q1 		$90.4K Buy
+14,627
New +$93K 0.05% 114

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Allspring Global Investments
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