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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Steward Partners Investment Advisory's FTF Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Franklin Limited Duration Income Trust (FTF) position steady in Q1 2026 at 1,965 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3492.

Steward Partners Investment Advisory first reported a position in FTF in Q3 2017 and has held it in 33 quarters since. The position peaked at $111K in Q4 2020. 86 funds tracked by Wall St. Rank hold FTF as of Q1 2026.

Steward Partners Investment Advisory held 1,965 shares of Franklin Limited Duration Income Trust worth $11.5K as of Q1 2026.
Steward Partners Investment Advisory left its Franklin Limited Duration Income Trust share count unchanged in Q1 2026.
Franklin Limited Duration Income Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3492 holding.
Steward Partners Investment Advisory first reported a position in Franklin Limited Duration Income Trust in Q3 2017 and has held it in 33 quarters since.
Steward Partners Investment Advisory's Franklin Limited Duration Income Trust position peaked at $111K in Q4 2020.
86 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.