Shepherd Wealth Management’s Franklin Limited Duration Income Trust FTF Stock Holding History

Shepherd Wealth 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 Q2	$168K	Buy	+15,720	New	+$92.1K	0.09%	56

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

Shepherd Wealth Management's FTF Position: Q2 2026 in Review

Shepherd Wealth Management opened a new position in Franklin Limited Duration Income Trust (FTF) in Q2 2026: 15,720 shares worth $168K. The stake represents 0.09% of the portfolio and ranks #56 among its holdings.

88 funds tracked by Wall St. Rank hold FTF as of Q2 2026.

Shepherd Wealth Management held 15,720 shares of Franklin Limited Duration Income Trust worth $168K as of Q2 2026.
Franklin Limited Duration Income Trust was a new Shepherd Wealth Management position in Q2 2026.
Franklin Limited Duration Income Trust made up 0.09% of Shepherd Wealth Management's portfolio in Q2 2026, its #56 holding.
88 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2026.

Based on Shepherd Wealth Management's 13F filing for Q2 2026, filed 27 Aug 2026.