UWP
FTF

Uniting Wealth Partners’s Franklin Limited Duration Income Trust FTF Stock Holding History

Uniting Wealth Partners’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 		$57.9K Hold
10,000
– – 0.01% 202
2026
Q1 		$58.3K Buy
+10,000
New +$60.9K 0.01% 202
2025
Q4 		– Sell
-10,000
Closed -$63.7K – 173
2025
Q3 		$63.7K Hold
10,000
– – 0.02% 193
2025
Q2 		$64.2K Hold
10,000
– – 0.02% 115
2025
Q1 		$64.6K Hold
10,000
– – 0.03% 106
2024
Q4 		$66.3K Buy
+10,000
New +$65.9K 0.03% 108

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
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
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

Uniting Wealth Partners's FTF Position: Q2 2026 in Review

Uniting Wealth Partners held its Franklin Limited Duration Income Trust (FTF) position steady in Q2 2026 at 10,000 shares worth $57.9K. The position accounts for 0.01% of the portfolio, ranked #202.

Uniting Wealth Partners first reported a position in FTF in Q4 2024 and has held it in 6 quarters since. The position peaked at $66.3K in Q4 2024. 88 funds tracked by Wall St. Rank hold FTF as of Q2 2026.

  • Uniting Wealth Partners held 10,000 shares of Franklin Limited Duration Income Trust worth $57.9K as of Q2 2026.
  • Uniting Wealth Partners left its Franklin Limited Duration Income Trust share count unchanged in Q2 2026.
  • Franklin Limited Duration Income Trust made up 0.01% of Uniting Wealth Partners's portfolio in Q2 2026, its #202 holding.
  • Uniting Wealth Partners first reported a position in Franklin Limited Duration Income Trust in Q4 2024 and has held it in 6 quarters since.
  • Uniting Wealth Partners's Franklin Limited Duration Income Trust position peaked at $66.3K in Q4 2024.
  • 88 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.