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

Private Wealth Management 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 Q3	–	Sell	-37,980	Closed	-$220K	–	1528
2026 Q2	$220K	Buy	37,980 +37,350	+5,929%	+$219K	0.05%	105
2026 Q1	$3.67K	Buy	+630	New	+$3.83K	﹤0.01%	878

Other funds holding FTF

GraniteShares Advisors New York $152M AUM 1.51% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return

Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Verity Asset Management Durham, North Carolina $259M AUM 21.69% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return

Powell Investment Advisors Miami, Florida $313M AUM 15.34% 1-Year Est. Return

City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return

Private Wealth Management Group's FTF Position: Q3 2026 in Review

Private Wealth Management Group sold out of Franklin Limited Duration Income Trust (FTF) in Q3 2026, closing a stake of 37,980 shares — an estimated $220K sold.

Private Wealth Management Group first reported a position in FTF in Q1 2026 and held it in 2 quarters. The position peaked at $220K in Q2 2026. 32 funds tracked by Wall St. Rank hold FTF as of Q3 2026.

Private Wealth Management Group reported no remaining Franklin Limited Duration Income Trust position as of Q3 2026 after selling out during the quarter.
Private Wealth Management Group sold 37,980 Franklin Limited Duration Income Trust shares in Q3 2026, an estimated $220K.
Private Wealth Management Group first reported a position in Franklin Limited Duration Income Trust in Q1 2026 and held it in 2 quarters.
Private Wealth Management Group's Franklin Limited Duration Income Trust position peaked at $220K in Q2 2026.
32 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.