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 Q2	$245K	Sell	42,376 -15,900	-27%	-$93.2K	﹤0.01%	4940
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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return

Raymond James Financial's FTF Position: Q2 2026 in Review

Raymond James Financial reduced its Franklin Limited Duration Income Trust (FTF) stake by 27% in Q2 2026, selling an estimated $93.2K and leaving 42,376 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #4940.

Raymond James Financial first reported a position in FTF in Q4 2024 and has held it in 7 quarters since. The position peaked at $880K in Q4 2024. 88 funds tracked by Wall St. Rank hold FTF as of Q2 2026.

Raymond James Financial held 42,376 shares of Franklin Limited Duration Income Trust worth $245K as of Q2 2026.
Raymond James Financial sold 15,900 Franklin Limited Duration Income Trust shares in Q2 2026, an estimated $93.2K.
Franklin Limited Duration Income Trust made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4940 holding.
Raymond James Financial first reported a position in Franklin Limited Duration Income Trust in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's Franklin Limited Duration Income Trust position peaked at $880K in Q4 2024.
88 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.