Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s Franklin Limited Duration Income Trust FTF Stock Holding History

Steward Partners Investment Advisory’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 		$5.59K Sell
965
-1,000
-51% -$5.86K ﹤0.01% 3927
2026
Q1 		$11.5K Hold
1,965
– – ﹤0.01% 3492
2025
Q4 		$12.1K Hold
1,965
– – ﹤0.01% 3368
2025
Q3 		$12.5K Hold
1,965
– – ﹤0.01% 3302
2025
Q2 		$12.6K Hold
1,965
– – ﹤0.01% 3110
2025
Q1 		$12.7K Buy
1,965
+1,000
+104% +$6.58K ﹤0.01% 2990
2024
Q4 		$6.4K Buy
965
+100
+12% +$659 ﹤0.01% 3277
2024
Q3 		$5.77K Hold
865
– – ﹤0.01% 3142
2024
Q2 		$5.48K Hold
865
– – ﹤0.01% 3013
2024
Q1 		$5.42K Hold
865
– – ﹤0.01% 3016
2023
Q4 		$5.38K Sell
865
-3,414
-80% -$20.8K ﹤0.01% 2932
2023
Q3 		$26.1K Hold
4,279
– – ﹤0.01% 2181
2023
Q2 		$26.4K Sell
4,279
-4,318
-50% -$26.7K ﹤0.01% 2153
2023
Q1 		$53.1K Hold
8,597
– – ﹤0.01% 1840
2022
Q4 		$53.4K Hold
8,597
– – ﹤0.01% 1810
2022
Q3 		$53K Sell
8,597
-1,395
-14% -$9.44K ﹤0.01% 1753
2022
Q2 		$68K Sell
9,992
-3,611
-27% -$25.2K ﹤0.01% 1653
2022
Q1 		$103K Buy
13,603
+6,938
+104% +$55.4K ﹤0.01% 1597
2021
Q4 		$61K Hold
6,665
– – ﹤0.01% 1809
2021
Q3 		$61K Sell
6,665
-2,136
-24% -$19.8K ﹤0.01% 1784
2021
Q2 		$81K Sell
8,801
-3,000
-25% -$27.7K ﹤0.01% 2536
2021
Q1 		$108K Hold
11,801
– – ﹤0.01% 1578
2020
Q4 		$111K Hold
11,801
– – ﹤0.01% 1320
2020
Q3 		$101K Hold
11,801
– – ﹤0.01% 1218
2020
Q2 		$100K Buy
11,801
+6,497
+122% +$53K ﹤0.01% 1153
2020
Q1 		$41K Buy
5,304
+1,439
+37% +$12.9K ﹤0.01% 1338
2019
Q4 		$37K Hold
3,865
– – ﹤0.01% 1528
2019
Q3 		$35K Hold
3,865
– – ﹤0.01% 1507
2019
Q2 		$37K Buy
+3,865
New +$37.3K ﹤0.01% 1447
2018
Q4 		– Sell
-865
Closed -$9K – 1270
2018
Q3 		$9K Hold
865
– – ﹤0.01% 1914
2018
Q2 		$9K Sell
865
-2,755
-76% -$30.4K ﹤0.01% 1774
2018
Q1 		$40K Hold
3,620
– – ﹤0.01% 1079
2017
Q4 		$42K Hold
3,620
– – ﹤0.01% 886
2017
Q3 		$43K Buy
+3,620
New +$43K ﹤0.01% 730

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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return

Steward Partners Investment Advisory's FTF Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Franklin Limited Duration Income Trust (FTF) stake by 51% in Q2 2026, selling an estimated $5.86K and leaving 965 shares worth $5.59K. The position accounts for ﹤0.01% of the portfolio, ranked #3927.

Steward Partners Investment Advisory first reported a position in FTF in Q3 2017 and has held it in 34 quarters since. The position peaked at $111K in Q4 2020. 87 funds tracked by Wall St. Rank hold FTF as of Q2 2026.

  • Steward Partners Investment Advisory held 965 shares of Franklin Limited Duration Income Trust worth $5.59K as of Q2 2026.
  • Steward Partners Investment Advisory sold 1,000 Franklin Limited Duration Income Trust shares in Q2 2026, an estimated $5.86K.
  • Franklin Limited Duration Income Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3927 holding.
  • Steward Partners Investment Advisory first reported a position in Franklin Limited Duration Income Trust in Q3 2017 and has held it in 34 quarters since.
  • Steward Partners Investment Advisory's Franklin Limited Duration Income Trust position peaked at $111K in Q4 2020.
  • 87 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.