Back to FTF
Powell Investment Advisors, LLC → FTF
Powell Investment Advisors, LLC FTF Position History
Franklin Limited Duration Income Trust • Financial Services
Quarters held
5
Latest value
$329K
Q3 2026
Peak value
$378K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $378K |
| Q4 2025 | $367K |
| Q1 2026 | $350K |
| Q2 2026 | $349K |
| Q3 2026 | $329K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $329K | 61.4K | — | — |
| Q2 2026 | $349K | 60.3K | — | — |
| Q1 2026 | $350K | 60.0K | — | — |
| Q4 2025 | $367K | 59.7K | — | — |
| Q3 2025 | $378K | 59.4K | — | — |
Other funds holding FTF
$47.8M
$15.5M
$15.5M
$15.5M
$15M
$15M
$14.7M
$14.5M