Readystate Asset Management’s Franklin Limited Duration Income Trust FTF Stock Holding History

Readystate Asset Management’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	–	Sell	-47,095	Closed	-$290K	–	848
2025 Q4	$290K	Sell	47,095 -45,396	-49%	-$280K	0.01%	304
2025 Q3	$589K	Sell	92,491 -13,146	-12%	-$84.4K	0.03%	225
2025 Q2	$678K	Sell	105,637 -1,700	-2%	-$10.7K	0.02%	251
2025 Q1	$693K	Buy	+107,337	New	+$706K	0.02%	418

Other funds holding FTF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

Readystate Asset Management's FTF Position: Q1 2026 in Review

Readystate Asset Management sold out of Franklin Limited Duration Income Trust (FTF) in Q1 2026, closing a stake of 47,095 shares — an estimated $290K sold.

Readystate Asset Management first reported a position in FTF in Q1 2025 and held it in 4 quarters. The position peaked at $693K in Q1 2025. 86 funds tracked by Wall St. Rank hold FTF as of Q1 2026.

Readystate Asset Management reported no remaining Franklin Limited Duration Income Trust position as of Q1 2026 after selling out during the quarter.
Readystate Asset Management sold 47,095 Franklin Limited Duration Income Trust shares in Q1 2026, an estimated $290K.
Readystate Asset Management first reported a position in Franklin Limited Duration Income Trust in Q1 2025 and held it in 4 quarters.
Readystate Asset Management's Franklin Limited Duration Income Trust position peaked at $693K in Q1 2025.
86 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q1 2026.

Based on Readystate Asset Management's 13F filing for Q1 2026, filed 15 May 2026.