WA
FTF

WPG Advisers’s Franklin Limited Duration Income Trust FTF Stock Holding History

WPG Advisers’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 		$14.7K Hold
2,539
– – 0.01% 649
2026
Q1 		$14.8K Buy
2,539
+277
+12% +$1.69K 0.01% 562
2025
Q4 		$13.9K Buy
2,262
+212
+10% +$1.31K 0.01% 604
2025
Q3 		$13.1K Buy
2,050
+79
+4% +$507 0.01% 616
2025
Q2 		$12.7K Sell
1,971
-655
-25% -$4.14K 0.01% 602
2025
Q1 		$17K Buy
2,626
+833
+46% +$5.48K 0.02% 504
2024
Q4 		$11.9K Buy
+1,793
New +$11.8K 0.01% 580

Other funds holding FTF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WPG Advisers's FTF Position: Q2 2026 in Review

WPG Advisers held its Franklin Limited Duration Income Trust (FTF) position steady in Q2 2026 at 2,539 shares worth $14.7K. The position accounts for 0.01% of the portfolio, ranked #649.

WPG Advisers first reported a position in FTF in Q4 2024 and has held it in 7 quarters since. The position peaked at $17K in Q1 2025. 52 funds tracked by Wall St. Rank hold FTF as of Q2 2026.

  • WPG Advisers held 2,539 shares of Franklin Limited Duration Income Trust worth $14.7K as of Q2 2026.
  • WPG Advisers left its Franklin Limited Duration Income Trust share count unchanged in Q2 2026.
  • Franklin Limited Duration Income Trust made up 0.01% of WPG Advisers's portfolio in Q2 2026, its #649 holding.
  • WPG Advisers first reported a position in Franklin Limited Duration Income Trust in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's Franklin Limited Duration Income Trust position peaked at $17K in Q1 2025.
  • 52 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.