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 Q2	$349K	Buy	60,337 +336	+0.6%	+$1.97K	0.11%	96
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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return

Powell Investment Advisors's FTF Position: Q2 2026 in Review

Powell Investment Advisors increased its Franklin Limited Duration Income Trust (FTF) stake by 0.56% in Q2 2026, buying an estimated $1.97K and bringing the position to 60,337 shares worth $349K. The position accounts for 0.11% of the portfolio, ranked #96.

Powell Investment Advisors first reported a position in FTF in Q1 2023 and has held it in 14 quarters since. The position peaked at $378K in Q3 2025. 87 funds tracked by Wall St. Rank hold FTF as of Q2 2026.

Powell Investment Advisors held 60,337 shares of Franklin Limited Duration Income Trust worth $349K as of Q2 2026.
Powell Investment Advisors bought 336 Franklin Limited Duration Income Trust shares in Q2 2026, an estimated $1.97K.
Franklin Limited Duration Income Trust made up 0.11% of Powell Investment Advisors's portfolio in Q2 2026, its #96 holding.
Powell Investment Advisors first reported a position in Franklin Limited Duration Income Trust in Q1 2023 and has held it in 14 quarters since.
Powell Investment Advisors's Franklin Limited Duration Income Trust position peaked at $378K in Q3 2025.
87 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.