PAG
FTF

Private Advisor Group’s Franklin Limited Duration Income Trust FTF Stock Holding History

Private Advisor Group’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 		$366K Sell
63,210
-15,549
-20% -$91.1K ﹤0.01% 1995
2026
Q1 		$459K Sell
78,759
-5,515
-7% -$33.6K ﹤0.01% 1919
2025
Q4 		$518K Sell
84,274
-190
-0.2% -$1.17K ﹤0.01% 1801
2025
Q3 		$538K Sell
84,464
-390
-0.5% -$2.5K ﹤0.01% 1740
2025
Q2 		$545K Sell
84,854
-8,936
-10% -$56.5K ﹤0.01% 1639
2025
Q1 		$606K Buy
93,790
+568
+0.6% +$3.74K ﹤0.01% 1508
2024
Q4 		$618K Buy
93,222
+552
+0.6% +$3.64K ﹤0.01% 1458
2024
Q3 		$618K Sell
92,670
-6,233
-6% -$41.2K ﹤0.01% 1499
2024
Q2 		$627K Buy
98,903
+1,311
+1% +$8.23K ﹤0.01% 1447
2024
Q1 		$612K Sell
97,592
-552
-0.6% -$3.48K ﹤0.01% 1399
2023
Q4 		$610K Buy
98,144
+5,689
+6% +$34.7K ﹤0.01% 1353
2023
Q3 		$563K Buy
92,455
+1,203
+1% +$7.48K 0.01% 1325
2023
Q2 		$566K Sell
91,252
-2,392
-3% -$14.8K ﹤0.01% 1319
2023
Q1 		$579K Buy
93,644
+1,157
+1% +$7.36K 0.01% 1262
2022
Q4 		$101K Buy
92,487
+17,194
+23% +$107K 0.01% 924
2022
Q3 		$465K Buy
75,293
+31,243
+71% +$211K 0.01% 1272
2022
Q2 		$298K Buy
44,050
+33,650
+324% +$235K ﹤0.01% 1649
2022
Q1 		$79K Hold
10,400
– – ﹤0.01% 2010
2021
Q4 		$95K Hold
10,400
– – ﹤0.01% 2026
2021
Q3 		$95K Hold
10,400
– – ﹤0.01% 1949
2021
Q2 		$96K Buy
+10,400
New +$95.9K ﹤0.01% 1906

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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
PIA
Powell Investment Advisors Miami, Florida $317M AUM 26.57% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

Private Advisor Group's FTF Position: Q2 2026 in Review

Private Advisor Group reduced its Franklin Limited Duration Income Trust (FTF) stake by 20% in Q2 2026, selling an estimated $91.1K and leaving 63,210 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #1995.

Private Advisor Group first reported a position in FTF in Q2 2021 and has held it in 21 quarters since. The position peaked at $627K in Q2 2024. 34 funds tracked by Wall St. Rank hold FTF as of Q2 2026.

  • Private Advisor Group held 63,210 shares of Franklin Limited Duration Income Trust worth $366K as of Q2 2026.
  • Private Advisor Group sold 15,549 Franklin Limited Duration Income Trust shares in Q2 2026, an estimated $91.1K.
  • Franklin Limited Duration Income Trust made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1995 holding.
  • Private Advisor Group first reported a position in Franklin Limited Duration Income Trust in Q2 2021 and has held it in 21 quarters since.
  • Private Advisor Group's Franklin Limited Duration Income Trust position peaked at $627K in Q2 2024.
  • 34 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.