Back to FTF
Live Oak Private Wealth LLC → FTF
Live Oak Private Wealth LLC FTF Position History
Franklin Limited Duration Income Trust • Financial Services
Quarters held
4
Latest value
$54K
Q3 2026
Peak value
$62K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $62K |
| Q1 2026 | $58K |
| Q2 2026 | $58K |
| Q3 2026 | $54K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $54K | 10.0K | — | — |
| Q2 2026 | $58K | 10.0K | — | — |
| Q1 2026 | $58K | 10.0K | — | — |
| Q4 2025 | $62K | 10.0K | — | — |
Other funds holding FTF
$47.8M
$15.5M
$15.5M
$15.5M
$15M
$15M
$14.7M
$14.5M