RA
FTF

Ransom Advisory’s Franklin Limited Duration Income Trust FTF Stock Holding History

Ransom Advisory’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 		$9.22K Buy
+1,500
New +$9.24K ﹤0.01% 353
2025
Q1 		– Sell
-1,500
Closed -$9.95K – 355
2024
Q4 		$9.95K Hold
1,500
– – ﹤0.01% 350
2024
Q3 		$10K Hold
1,500
– – ﹤0.01% 355
2024
Q2 		$9.51K Hold
1,500
– – ﹤0.01% 349
2024
Q1 		$9.4K Buy
+1,500
New +$9.46K 0.01% 291

Other funds holding FTF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Ransom Advisory's FTF Position: Q4 2025 in Review

Ransom Advisory opened a new position in Franklin Limited Duration Income Trust (FTF) in Q4 2025: 1,500 shares worth $9.22K. The stake represents ﹤0.01% of the portfolio and ranks #353 among its holdings. This is a return to the name: Ransom Advisory previously reported a position in FTF as recently as Q4 2024.

Ransom Advisory first reported a position in FTF in Q1 2024 and has held it in 5 quarters since. The position peaked at $10K in Q3 2024. 98 funds tracked by Wall St. Rank hold FTF as of Q4 2025.

  • Ransom Advisory held 1,500 shares of Franklin Limited Duration Income Trust worth $9.22K as of Q4 2025.
  • Franklin Limited Duration Income Trust was a new Ransom Advisory position in Q4 2025.
  • Franklin Limited Duration Income Trust made up ﹤0.01% of Ransom Advisory's portfolio in Q4 2025, its #353 holding.
  • Ransom Advisory first reported a position in Franklin Limited Duration Income Trust in Q1 2024 and has held it in 5 quarters since.
  • Ransom Advisory's Franklin Limited Duration Income Trust position peaked at $10K in Q3 2024.
  • 98 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.