Wedbush Securities
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Wedbush Securities’s Franklin Limited Duration Income Trust FTF Stock Holding History

Wedbush Securities’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 		$89K Hold
16,614
– – ﹤0.01% 1265
2026
Q2 		$96K Sell
16,614
-2,000
-11% -$11.7K ﹤0.01% 1276
2026
Q1 		$109K Buy
18,614
+8,000
+75% +$48.7K ﹤0.01% 1194
2025
Q4 		$65K Hold
10,614
– – ﹤0.01% 1185
2025
Q3 		$68K Hold
10,614
– – ﹤0.01% 1143
2025
Q2 		$68K Hold
10,614
– – ﹤0.01% 1128
2025
Q1 		$69K Hold
10,614
– – ﹤0.01% 1079
2024
Q4 		$70K Sell
10,614
-15,000
-59% -$98.9K ﹤0.01% 1105
2024
Q3 		$171K Buy
25,614
+3,500
+16% +$23.1K 0.01% 1013
2024
Q2 		$140K Sell
22,114
-500
-2% -$3.14K 0.01% 1120
2024
Q1 		$142K Buy
22,614
+614
+3% +$3.87K 0.01% 1153
2023
Q4 		$137K Buy
22,000
+3,900
+22% +$23.8K 0.01% 1018
2023
Q3 		$110K Sell
18,100
-8,200
-31% -$51K 0.01% 989
2023
Q2 		$163K Hold
26,300
– – 0.01% 966
2023
Q1 		$163K Buy
26,300
+7,800
+42% +$49.6K 0.01% 971
2022
Q4 		$115K Hold
18,500
– – 0.01% 978
2022
Q3 		$114K Buy
18,500
+8,500
+85% +$57.5K 0.01% 965
2022
Q2 		$68K Hold
10,000
– – ﹤0.01% 1020
2022
Q1 		$76K Hold
10,000
– – ﹤0.01% 1066
2021
Q4 		$91K Sell
10,000
-1,268
-11% -$11.4K ﹤0.01% 1131
2021
Q3 		$102K Sell
11,268
-10,447
-48% -$97K ﹤0.01% 1133
2021
Q2 		$200K Buy
21,715
+85
+0.4% +$783 0.01% 1066
2021
Q1 		$199K Buy
+21,630
New +$202K 0.01% 988

Other funds holding FTF

Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Byrne Asset Management
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
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
Powell Investment Advisors
Powell Investment Advisors Miami, Florida $313M AUM 15.34% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Wedbush Securities's FTF Position: Q3 2026 in Review

Wedbush Securities held its Franklin Limited Duration Income Trust (FTF) position steady in Q3 2026 at 16,614 shares worth $89K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

Wedbush Securities first reported a position in FTF in Q1 2021 and has held it in 23 quarters since. The position peaked at $200K in Q2 2021. 25 funds tracked by Wall St. Rank hold FTF as of Q3 2026.

  • Wedbush Securities held 16,614 shares of Franklin Limited Duration Income Trust worth $89K as of Q3 2026.
  • Wedbush Securities left its Franklin Limited Duration Income Trust share count unchanged in Q3 2026.
  • Franklin Limited Duration Income Trust made up ﹤0.01% of Wedbush Securities's portfolio in Q3 2026, its #1265 holding.
  • Wedbush Securities first reported a position in Franklin Limited Duration Income Trust in Q1 2021 and has held it in 23 quarters since.
  • Wedbush Securities's Franklin Limited Duration Income Trust position peaked at $200K in Q2 2021.
  • 25 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q3 2026.

Based on Wedbush Securities's 13F filing for Q3 2026, filed 22 Oct 2026.