PWMG
FTF

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
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

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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return

Private Wealth Management Group's FTF Position: Q2 2026 in Review

Private Wealth Management Group increased its Franklin Limited Duration Income Trust (FTF) stake by 5,929% in Q2 2026, buying an estimated $219K and bringing the position to 37,980 shares worth $220K. The position accounts for 0.05% of the portfolio, ranked #105.

Private Wealth Management Group first reported a position in FTF in Q1 2026 and has held it in 2 quarters since. 88 funds tracked by Wall St. Rank hold FTF as of Q2 2026.

  • Private Wealth Management Group held 37,980 shares of Franklin Limited Duration Income Trust worth $220K as of Q2 2026.
  • Private Wealth Management Group bought 37,350 Franklin Limited Duration Income Trust shares in Q2 2026, an estimated $219K.
  • Franklin Limited Duration Income Trust made up 0.05% of Private Wealth Management Group's portfolio in Q2 2026, its #105 holding.
  • Private Wealth Management Group first reported a position in Franklin Limited Duration Income Trust in Q1 2026 and has held it in 2 quarters since.
  • 88 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2026.

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