Powell Investment Advisors, LLC

Position in FTF — Franklin Ltd Duration Income Trust

CIK 1802195 MIAMI, FL

Position in FTF

as of Mar 31, 2026 · filed Apr 23, 2026 Compact

Position Value

$349,805

-$17,251 QoQ

Shares Held

60,001

+0.5% QoQ

Ownership

0.148%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 100.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Powell Investment Advisors, LLC holds $4,089,958 across 11 Asset Management names. FTF ranks #4 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BN	BROOKFIELD Corp /ON/	25,477	$1,031,054
2	BX	Blackstone Inc.	6,800	$781,932
3	BLK	BlackRock, Inc.	708	$680,890
4	FTF	Franklin Ltd Duration Income Trust This page	60,001	$349,805
5	APO	Apollo Global Management, Inc.	2,897	$322,783
6	HTD	John Hancock Tax-Advantaged Dividend Income Fund	10,100	$250,177
7	OPP	RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.	27,347	$209,751
8	NZF	Nuveen Municipal Credit Income Fund	13,244	$161,311

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$349,805	60,001	+0.5%	Shares	Sole	2026-04-23
2025-12-31	$367,056	59,684	+0.5%	Shares	Sole	2026-02-09
2025-09-30	$378,269	59,383	+6.1%	Shares	Sole	2025-11-13
2025-06-30	$359,404	55,982	+0.5%	Shares	Sole	2025-07-22
2025-03-31	$359,867	55,707	+0.5%	Shares	Sole	2025-05-09
2024-12-31	$367,620	55,448	+19.7%	Shares	Sole	2025-01-29
2024-09-30	$308,954	46,320	0.0%	Shares	Sole	2024-11-01
2024-06-30	$293,668	46,320	+152.8%	Shares	Sole	2024-07-31
2024-03-31	$114,866	18,320	+25.2%	Shares	Sole	2024-04-16
2023-12-31	$90,979	14,627	0.0%	Shares	Sole	2024-02-01
2023-09-30	$89,078	14,627	0.0%	Shares	Sole	2023-10-16
2023-06-30	$90,394	14,627	0.0%	Shares	Sole	2023-08-03
2023-03-31	$90,394	14,627	—	Shares	Sole	2023-05-10
No filing history on record for this holder in this stock.