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

Principal 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
2025
Q4 		– Sell
-12,031
Closed -$76.6K – 2155
2025
Q3 		$76.6K Buy
12,031
+850
+8% +$5.46K ﹤0.01% 1730
2025
Q2 		$71.8K Hold
11,181
– – ﹤0.01% 1692
2025
Q1 		$74.1K Hold
11,181
– – ﹤0.01% 1575
2024
Q4 		$74.1K Hold
11,181
– – ﹤0.01% 1573
2024
Q3 		$74.6K Hold
11,181
– – ﹤0.01% 1520
2024
Q2 		$70.9K Buy
11,181
+736
+7% +$4.62K ﹤0.01% 1454
2024
Q1 		$65.5K Hold
10,445
– – ﹤0.01% 1446
2023
Q4 		$65K Buy
+10,445
New +$63.7K ﹤0.01% 1368

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
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Principal Securities's FTF Position: Q4 2025 in Review

Principal Securities sold out of Franklin Limited Duration Income Trust (FTF) in Q4 2025, closing a stake of 12,031 shares — an estimated $76.6K sold.

Principal Securities first reported a position in FTF in Q4 2023 and held it in 8 quarters. The position peaked at $76.6K in Q3 2025. 98 funds tracked by Wall St. Rank hold FTF as of Q4 2025.

  • Principal Securities reported no remaining Franklin Limited Duration Income Trust position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 12,031 Franklin Limited Duration Income Trust shares in Q4 2025, an estimated $76.6K.
  • Principal Securities first reported a position in Franklin Limited Duration Income Trust in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Franklin Limited Duration Income Trust position peaked at $76.6K in Q3 2025.
  • 98 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.