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 Q3	$255K	Buy	47,574 +5,198	+12%	+$29.8K	﹤0.01%	4956
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Raymond James Financial's FTF Position: Q3 2026 in Review

Raymond James Financial increased its Franklin Limited Duration Income Trust (FTF) stake by 12% in Q3 2026, buying an estimated $29.8K and bringing the position to 47,574 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #4956.

Raymond James Financial first reported a position in FTF in Q4 2024 and has held it in 8 quarters since. The position peaked at $880K in Q4 2024. 57 funds tracked by Wall St. Rank hold FTF as of Q3 2026.

Raymond James Financial held 47,574 shares of Franklin Limited Duration Income Trust worth $255K as of Q3 2026.
Raymond James Financial bought 5,198 Franklin Limited Duration Income Trust shares in Q3 2026, an estimated $29.8K.
Franklin Limited Duration Income Trust made up ﹤0.01% of Raymond James Financial's portfolio in Q3 2026, its #4956 holding.
Raymond James Financial first reported a position in Franklin Limited Duration Income Trust in Q4 2024 and has held it in 8 quarters since.
Raymond James Financial's Franklin Limited Duration Income Trust position peaked at $880K in Q4 2024.
57 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.