Raymond James Financial
FTF

Raymond James Financial’s Franklin Limited Duration Income Trust FTF Stock Holding History

Raymond James Financial’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
Q1 		$340K Sell
58,276
-182
-0.3% -$1.11K ﹤0.01% 4595
2025
Q4 		$360K Buy
58,458
+944
+2% +$5.81K ﹤0.01% 4465
2025
Q3 		$366K Sell
57,514
-1,997
-3% -$12.8K ﹤0.01% 4297
2025
Q2 		$382K Sell
59,511
-71,349
-55% -$451K ﹤0.01% 4159
2025
Q1 		$845K Sell
130,860
-1,944
-1% -$12.8K ﹤0.01% 3606
2024
Q4 		$880K Buy
+132,804
New +$875K ﹤0.01% 3541

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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Raymond James Financial's FTF Position: Q1 2026 in Review

Raymond James Financial reduced its Franklin Limited Duration Income Trust (FTF) stake by 0.31% in Q1 2026, selling an estimated $1.11K and leaving 58,276 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #4595.

Raymond James Financial first reported a position in FTF in Q4 2024 and has held it in 6 quarters since. The position peaked at $880K in Q4 2024. 86 funds tracked by Wall St. Rank hold FTF as of Q1 2026.

  • Raymond James Financial held 58,276 shares of Franklin Limited Duration Income Trust worth $340K as of Q1 2026.
  • Raymond James Financial sold 182 Franklin Limited Duration Income Trust shares in Q1 2026, an estimated $1.11K.
  • Franklin Limited Duration Income Trust made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4595 holding.
  • Raymond James Financial first reported a position in Franklin Limited Duration Income Trust in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Franklin Limited Duration Income Trust position peaked at $880K in Q4 2024.
  • 86 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.