SeaCrest Wealth Management, LLC
Position in FTF — Franklin Ltd Duration Income Trust
CIK 1728121
PURCHASE, NY
Position in FTF
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$186,212
+$1,162 QoQ
Shares Held
32,161
+1.3% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#41
of 88 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FTF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026SeaCrest Wealth Management, LLC holds $23,369,598 across 59 Asset Management names. FTF ranks #51 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSLV |
Sprott Physical Silver Trust
|
201,835 | $3,808,626 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
49,691 | $1,499,177 | |
| 3 | AIO |
Virtus Artificial Intelligence & Technology Opportunities Fund
|
30,250 | $849,117 | |
| 4 | AOD |
abrdn Total Dynamic Dividend Fund
|
68,907 | $710,431 | |
| 5 | ECAT |
BlackRock ESG Capital Allocation Term Trust
|
40,000 | $628,800 | |
| 6 | FPF |
First Trust Intermediate Duration Preferred & Income Fund
|
32,979 | $599,228 | |
| 7 | APO |
Apollo Global Management, Inc.
|
5,027 | $594,744 | |
| 8 | OPP |
RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
|
74,142 | $572,376 |
All Filings in FTF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $186,212 | 32,161 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $185,050 | 31,741 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $207,298 | 33,707 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $217,490 | 34,143 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $216,373 | 33,703 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $221,997 | 34,365 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $317,384 | 47,871 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $297,221 | 44,561 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $266,679 | 42,063 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $274,763 | 43,822 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $291,288 | 46,831 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $281,613 | 46,242 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $297,165 | 48,085 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $298,382 | 48,282 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $284,380 | 45,794 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $280,621 | 45,408 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $296,649 | 43,883 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $333,012 | 43,933 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $336,848 | 37,057 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $340,384 | 37,446 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $343,901 | 37,340 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $308,636 | 33,584 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $372,419 | 39,535 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $342,266 | 40,125 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $361,335 | 42,711 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $418,726 | 53,341 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||