Sowell Financial Services LLC

Position in FTF — Franklin Ltd Duration Income Trust

CIK 1633697 NORTH LITTLE ROCK, AR

Position in FTF

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$133,303

-$921 QoQ

Shares Held

23,023

0.0% QoQ

Ownership

0.057%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#49

of 88 holders

Holding Since

Mar 2021

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sowell Financial Services LLC holds $47,562,599 across 64 Asset Management names. FTF ranks #57 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BTZ	Blackrock Credit Allocation Income Trust	761,468	$7,782,202
2	BN	BROOKFIELD Corp /ON/	122,009	$5,196,363
3	LIEN	Chicago Atlantic BDC, Inc.	511,387	$4,996,250
4	FLC	Flaherty & Crumrine Total Return Fund Inc	204,611	$3,457,925
5	FFC	Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC	112,147	$1,825,753
6	JQC	Nuveen Credit Strategies Income Fund	321,246	$1,561,255
7	BX	Blackstone Inc.	12,954	$1,524,297
8	ERC	Allspring Multi-Sector Income Fund	147,782	$1,361,072

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$133,303	23,023	0.0%	Shares	Sole	2026-07-20
2026-03-31	$134,224	23,023	0.0%	Shares	Sole	2026-04-20
2025-12-31	$141,591	23,023	-2.7%	Shares	Sole	2026-01-21
2025-09-30	$150,797	23,673	-3.8%	Shares	Sole	2025-10-17
2025-06-30	$158,015	24,613	0.0%	Shares	Sole	2025-07-14
2025-03-31	$158,999	24,613	-12.7%	Shares	Sole	2025-04-17
2023-03-31	$174,232	28,193	-47.7%	Shares	Sole	2023-05-12
2021-12-31	$490,041	53,910	-13.4%	Shares	Sole	2022-02-09
2021-09-30	$565,907	62,256	+3.4%	Shares	Sole	2021-11-04
2021-06-30	$554,699	60,228	+112.9%	Shares	Sole	2021-08-05
2021-03-31	$260,012	28,293	—	Shares	Sole	2021-05-07
No filing history on record for this holder in this stock.