SAG
FTF

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

SageView Advisory Group’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
-265
Closed -$1.63K – 1265
2025
Q4 		$1.63K Buy
+265
New +$1.63K ﹤0.01% 2281

Other funds holding FTF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

SageView Advisory Group's FTF Position: Q1 2026 in Review

SageView Advisory Group sold out of Franklin Limited Duration Income Trust (FTF) in Q1 2026, closing a stake of 265 shares — an estimated $1.63K sold.

SageView Advisory Group first reported a position in FTF in Q4 2025 and held it in 1 quarter. The position peaked at $1.63K in Q4 2025. 86 funds tracked by Wall St. Rank hold FTF as of Q1 2026.

  • SageView Advisory Group reported no remaining Franklin Limited Duration Income Trust position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 265 Franklin Limited Duration Income Trust shares in Q1 2026, an estimated $1.63K.
  • SageView Advisory Group first reported a position in Franklin Limited Duration Income Trust in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Franklin Limited Duration Income Trust position peaked at $1.63K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.