WA
FTF

Waverly Advisors’s Franklin Limited Duration Income Trust FTF Stock Holding History

Waverly Advisors’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 		$76.1K Sell
13,051
-7,791
-37% -$47.4K ﹤0.01% 1549
2025
Q4 		$128K Buy
20,842
+247
+1% +$1.52K ﹤0.01% 1414
2025
Q3 		$131K Sell
20,595
-1,440
-7% -$9.25K ﹤0.01% 1246
2025
Q2 		$141K Sell
22,035
-913
-4% -$5.77K ﹤0.01% 1153
2025
Q1 		$148K Sell
22,948
-5,773
-20% -$38K ﹤0.01% 1073
2024
Q4 		$190K Buy
28,721
+9,966
+53% +$65.7K ﹤0.01% 940
2024
Q3 		$125K Hold
18,755
– – ﹤0.01% 792
2024
Q2 		$119K Hold
18,755
– – ﹤0.01% 791
2024
Q1 		$118K Hold
18,755
– – ﹤0.01% 675
2023
Q4 		$117K Hold
18,755
– – ﹤0.01% 442
2023
Q3 		$114K Hold
18,755
– – 0.01% 398
2023
Q2 		$116K Hold
18,755
– – 0.01% 357
2023
Q1 		$116K Buy
+18,755
New +$119K 0.01% 291

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