UBS Group
FTF

UBS Group’s Franklin Limited Duration Income Trust FTF Stock Holding History

UBS Group’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 		$339K Sell
58,076
-14,555
-20% -$88.6K ﹤0.01% 6344
2025
Q4 		$447K Buy
72,631
+13,709
+23% +$84.4K ﹤0.01% 6160
2025
Q3 		$375K Sell
58,922
-3,494
-6% -$22.4K ﹤0.01% 6294
2025
Q2 		$401K Sell
62,416
-13,062
-17% -$82.6K ﹤0.01% 6194
2025
Q1 		$488K Sell
75,478
-46,797
-38% -$308K ﹤0.01% 5862
2024
Q4 		$811K Sell
122,275
-20,200
-14% -$133K ﹤0.01% 5474
2024
Q3 		$950K Sell
142,475
-13,701
-9% -$90.5K ﹤0.01% 4695
2024
Q2 		$990K Sell
156,176
-42,856
-22% -$269K ﹤0.01% 4433
2024
Q1 		$1.25M Buy
199,032
+15,418
+8% +$97.2K ﹤0.01% 4415
2023
Q4 		$1.14M Buy
183,614
+23,793
+15% +$145K ﹤0.01% 4373
2023
Q3 		$973K Buy
159,821
+8,958
+6% +$55.7K ﹤0.01% 4093
2023
Q2 		$932K Sell
150,863
-5,470
-3% -$33.8K ﹤0.01% 4319
2023
Q1 		$966K Sell
156,333
-57,869
-27% -$368K ﹤0.01% 4130
2022
Q4 		$1.33M Buy
214,202
+44,981
+27% +$280K ﹤0.01% 3798
2022
Q3 		$1.05M Buy
169,221
+13,989
+9% +$94.7K ﹤0.01% 3720
2022
Q2 		$1.05M Sell
155,232
-13,741
-8% -$96K ﹤0.01% 3698
2022
Q1 		$1.28M Buy
168,973
+749
+0.4% +$5.98K ﹤0.01% 3856
2021
Q4 		$1.53M Buy
168,224
+47,454
+39% +$428K ﹤0.01% 3991
2021
Q3 		$1.1M Buy
120,770
+29,416
+32% +$273K ﹤0.01% 4124
2021
Q2 		$842K Sell
91,354
-5,495
-6% -$50.6K ﹤0.01% 4322
2021
Q1 		$890K Buy
96,849
+12,999
+16% +$122K ﹤0.01% 4377
2020
Q4 		$790K Buy
83,850
+24,249
+41% +$211K ﹤0.01% 4210
2020
Q3 		$508K Sell
59,601
-23,798
-29% -$208K ﹤0.01% 4183
2020
Q2 		$706K Sell
83,399
-8,186
-9% -$66.8K ﹤0.01% 3836
2020
Q1 		$719K Sell
91,585
-87,842
-49% -$788K ﹤0.01% 3650
2019
Q4 		$1.72M Buy
179,427
+23,239
+15% +$217K ﹤0.01% 3707
2019
Q3 		$1.45M Buy
156,188
+16,936
+12% +$162K ﹤0.01% 3622
2019
Q2 		$1.34M Buy
139,252
+24,246
+21% +$234K ﹤0.01% 3497
2019
Q1 		$1.11M Buy
115,006
+32,088
+39% +$306K ﹤0.01% 3499
2018
Q4 		$748K Buy
82,918
+60,297
+267% +$567K ﹤0.01% 3934
2018
Q3 		$230K Sell
22,621
-968
-4% -$10.8K ﹤0.01% 4951
2018
Q2 		$258K Buy
23,589
+313
+1% +$3.46K ﹤0.01% 4772
2018
Q1 		$260K Sell
23,276
-5,235
-18% -$60.1K ﹤0.01% 4609
2017
Q4 		$337K Buy
28,511
+7,909
+38% +$93.6K ﹤0.01% 4568
2017
Q3 		$247K Sell
20,602
-1,038
-5% -$12.3K ﹤0.01% 4707
2017
Q2 		$256K Sell
21,640
-5,549
-20% -$66.4K ﹤0.01% 4587
2017
Q1 		$325K Buy
27,189
+11,091
+69% +$134K ﹤0.01% 4329
2016
Q4 		$194K Buy
16,098
+4,164
+35% +$49.9K ﹤0.01% 4807
2016
Q3 		$144K Sell
11,934
-2,273
-16% -$27K ﹤0.01% 4759
2016
Q2 		$165K Buy
14,207
+1,160
+9% +$13.4K ﹤0.01% 4667
2016
Q1 		$148K Sell
13,047
-9,209
-41% -$99K ﹤0.01% 4696
2015
Q4 		$239K Buy
22,256
+372
+2% +$4.08K ﹤0.01% 4531
2015
Q3 		$239K Sell
21,884
-16,457
-43% -$187K ﹤0.01% 4489
2015
Q2 		$446K Sell
38,341
-17,255
-31% -$210K ﹤0.01% 4222
2015
Q1 		$677K Sell
55,596
-40
-0.1% -$487 ﹤0.01% 3905
2014
Q4 		$678K Buy
+55,636
New +$682K ﹤0.01% 3916

Other funds holding FTF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Allspring Global Investments
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

UBS Group's FTF Position: Q1 2026 in Review

UBS Group reduced its Franklin Limited Duration Income Trust (FTF) stake by 20% in Q1 2026, selling an estimated $88.6K and leaving 58,076 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #6344.

UBS Group first reported a position in FTF in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.72M in Q4 2019. 86 funds tracked by Wall St. Rank hold FTF as of Q1 2026.

  • UBS Group held 58,076 shares of Franklin Limited Duration Income Trust worth $339K as of Q1 2026.
  • UBS Group sold 14,555 Franklin Limited Duration Income Trust shares in Q1 2026, an estimated $88.6K.
  • Franklin Limited Duration Income Trust made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6344 holding.
  • UBS Group first reported a position in Franklin Limited Duration Income Trust in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Franklin Limited Duration Income Trust position peaked at $1.72M in Q4 2019.
  • 86 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.