Verity Asset Management’s Franklin Limited Duration Income Trust FTF Stock Holding History

Verity Asset Management’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	$349K	Buy	+65,150	New	+$373K	0.13%	160

Other funds holding FTF

GraniteShares Advisors New York $152M AUM 1.51% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return

Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return

Powell Investment Advisors Miami, Florida $313M AUM 15.34% 1-Year Est. Return

City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Verity Asset Management's FTF Position: Q3 2026 in Review

Verity Asset Management opened a new position in Franklin Limited Duration Income Trust (FTF) in Q3 2026: 65,150 shares worth $349K. The stake represents 0.13% of the portfolio and ranks #160 among its holdings.

32 funds tracked by Wall St. Rank hold FTF as of Q3 2026.

Verity Asset Management held 65,150 shares of Franklin Limited Duration Income Trust worth $349K as of Q3 2026.
Franklin Limited Duration Income Trust was a new Verity Asset Management position in Q3 2026.
Franklin Limited Duration Income Trust made up 0.13% of Verity Asset Management's portfolio in Q3 2026, its #160 holding.
32 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q3 2026.

Based on Verity Asset Management's 13F filing for Q3 2026, filed 30 Oct 2026.