Kingsview Wealth Management, LLC
Position in FTF — Franklin Ltd Duration Income Trust
CIK 1791965
GRANTS PASS, OR
Position in FTF
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$898,648
-$576,330 QoQ
Shares Held
155,207
-38.7% QoQ
Ownership
0.384%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#17
of 88 holders
Holding Since
Jun 2025
5 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, 2026Kingsview Wealth Management, LLC holds $239,925,320 across 59 Asset Management names. FTF ranks #22 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
901,355 | $113,304,153 | |
| 2 | STT |
State Street Corp
|
423,760 | $24,067,548 | |
| 3 | PSLV |
Sprott Physical Silver Trust
|
972,794 | $18,356,622 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
578,626 | $17,457,146 | |
| 5 | BLK |
BlackRock, Inc.
|
41,803 | $10,775,499 | |
| 6 | NSLR |
Neostellar Capital Corp.
|
564,301 | $7,076,334 | |
| 7 | AMP |
Ameriprise Financial Inc
|
13,090 | $6,005,167 | |
| 8 | APO |
Apollo Global Management, Inc.
|
42,344 | $5,009,718 |
All Filings in FTF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $898,648 | 155,207 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $1,474,978 | 252,998 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $771,166 | 125,393 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $188,857 | 29,648 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $172,775 | 26,912 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||