Back to FTF
BARRETT & COMPANY, INC. FTF Position History
Franklin Limited Duration Income Trust • Financial Services
Quarters held
5
Latest value
$62K
Q3 2026
Peak value
$94K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $94K |
| Q4 2025 | $88K |
| Q1 2026 | $84K |
| Q2 2026 | $81K |
| Q3 2026 | $62K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $62K | 11.5K | — | — |
| Q2 2026 | $81K | 14.0K | — | — |
| Q1 2026 | $84K | 14.4K | — | — |
| Q4 2025 | $88K | 14.4K | — | — |
| Q3 2025 | $94K | 14.7K | — | — |
Other funds holding FTF
$47.8M
$15.5M
$15.5M
$15.5M
$15M
$15M
$14.7M
$14.5M