Sowell Financial Services
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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
Q3 		$123K Hold
23,023
– – ﹤0.01% 1120
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

Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Byrne Asset Management
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
Powell Investment Advisors
Powell Investment Advisors Miami, Florida $313M AUM 15.34% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return
Accredited Investor Services
Accredited Investor Services St. Cloud, Minnesota $179M AUM 16.38% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Sowell Financial Services's FTF Position: Q3 2026 in Review

Sowell Financial Services held its Franklin Limited Duration Income Trust (FTF) position steady in Q3 2026 at 23,023 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #1120.

Sowell Financial Services first reported a position in FTF in Q1 2017 and has held it in 16 quarters since. The position peaked at $571K in Q3 2021. 18 funds tracked by Wall St. Rank hold FTF as of Q3 2026.

  • Sowell Financial Services held 23,023 shares of Franklin Limited Duration Income Trust worth $123K as of Q3 2026.
  • Sowell Financial Services left its Franklin Limited Duration Income Trust share count unchanged in Q3 2026.
  • Franklin Limited Duration Income Trust made up ﹤0.01% of Sowell Financial Services's portfolio in Q3 2026, its #1120 holding.
  • Sowell Financial Services first reported a position in Franklin Limited Duration Income Trust in Q1 2017 and has held it in 16 quarters since.
  • Sowell Financial Services's Franklin Limited Duration Income Trust position peaked at $571K in Q3 2021.
  • 18 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.