Sowell Financial Services’s Franklin Limited Duration Income Trust FTF Stock Holding History

Sowell Financial Services’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	$133K	Hold	23,023	–	–	﹤0.01%	1121
2026 Q1	$134K	Hold	23,023	–	–	0.01%	1083
2025 Q4	$142K	Sell	23,023 -650	-3%	-$4K	0.01%	1062
2025 Q3	$151K	Sell	23,673 -940	-4%	-$6.04K	0.01%	1021
2025 Q2	$158K	Hold	24,613	–	–	0.01%	987
2025 Q1	$159K	Buy	+24,613	New	+$162K	0.01%	948
2023 Q2	–	Sell	-28,193	Closed	-$174K	–	648
2023 Q1	$174K	Buy	+28,193	New	+$179K	0.01%	699
2022 Q1	–	Sell	-53,910	Closed	-$494K	–	276
2021 Q4	$494K	Sell	53,910 -8,346	-13%	-$75.2K	0.03%	436
2021 Q3	$571K	Buy	62,256 +2,028	+3%	+$18.8K	0.04%	376
2021 Q2	$559K	Buy	60,228 +31,935	+113%	+$294K	0.04%	404
2021 Q1	$263K	Buy	+28,293	New	+$264K	0.01%	901
2018 Q1	–	Sell	-26,269	Closed	-$312K	–	284
2017 Q4	$312K	Sell	26,269 -4,055	-13%	-$48K	0.08%	209
2017 Q3	$361K	Sell	30,324 -2,705	-8%	-$32.2K	0.09%	175
2017 Q2	$392K	Buy	33,029 +8,712	+36%	+$104K	0.11%	160
2017 Q1	$291K	Buy	+24,317	New	+$294K	0.09%	193

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

Sowell Financial Services's FTF Position: Q2 2026 in Review

Sowell Financial Services held its Franklin Limited Duration Income Trust (FTF) position steady in Q2 2026 at 23,023 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

Sowell Financial Services first reported a position in FTF in Q1 2017 and has held it in 15 quarters since. The position peaked at $571K in Q3 2021. 87 funds tracked by Wall St. Rank hold FTF as of Q2 2026.

Sowell Financial Services held 23,023 shares of Franklin Limited Duration Income Trust worth $133K as of Q2 2026.
Sowell Financial Services left its Franklin Limited Duration Income Trust share count unchanged in Q2 2026.
Franklin Limited Duration Income Trust made up ﹤0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1121 holding.
Sowell Financial Services first reported a position in Franklin Limited Duration Income Trust in Q1 2017 and has held it in 15 quarters since.
Sowell Financial Services's Franklin Limited Duration Income Trust position peaked at $571K in Q3 2021.
87 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.