Koshinski Asset Management, Inc. FTF FRANKLIN LTD DURATION INC TR

Ownership history in Koshinski Asset Management, Inc.  ·  38 quarters on record

AI Ownership Summary

Koshinski Asset Management, Inc. reported FRANKLIN LTD DURATION INC TR (FTF) in 38 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.15% in 2023 Q4. The latest visible filing shows FTF at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FTF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Koshinski Asset Management, Inc.'s position in FRANKLIN LTD DURATION INC TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FTF was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Koshinski Asset Management, Inc. held FTF — position size vs. price
% of Fund (quarterly)    FTF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 75,825 0% 0.03% $442K 2026-04-27 $5.88
2025 Q4 REDUCED 75,825 -2,067 -2.7% 0.03% $466K 2026-02-03 $5.99
2025 Q3 REDUCED 77,892 -2,028 -2.5% 0.03% $496K 2025-11-10 $5.76
2025 Q2 ADDED 79,920 +46 +0.1% 0.04% $513K 2025-07-29 $5.82
2025 Q1 REDUCED 79,874 -1,457 -1.8% 0.04% $516K 2025-04-25 $5.56
2024 Q4 REDUCED 81,331 -957 -1.2% 0.05% $539K 2025-01-16 $5.67
2024 Q3 ADDED 82,288 +40 +0.0% 0.05% $549K 2024-10-10 $5.61
2024 Q2 REDUCED 82,248 -1,958 -2.3% 0.05% $530K 2024-07-12 $5.26
2024 Q1 REDUCED 45.9% +4.7% 84,206 -71,400 -45.9% 0.05% $528K 2024-05-08 $4.96
2023 Q4 ADDED 155,606 +59,491 +61.9% 0.15% $968K 2024-01-29 $4.83
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Koshinski Asset Management, Inc. and FTF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Koshinski Asset Management, Inc. reported owning FTF?

Koshinski Asset Management, Inc. reported FTF across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FTF position in Koshinski Asset Management, Inc.'s portfolio?

The largest reported portfolio weight for FTF was 0.15% in 2023 Q4.

What is the latest reported FTF position on this page?

The most recent filing on this page is 2026 Q1, when Koshinski Asset Management, Inc. reported 75,825 shares, equal to 0.03% of portfolio, with an estimated market value of $442K.

What does the chart on this FTF ownership page compare?

The chart compares Koshinski Asset Management, Inc.'s quarterly FTF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Koshinski Asset Management, Inc. time their FTF position?

Based on 13F filing dates vs. subsequent FTF price moves, Koshinski Asset Management, Inc. correctly timed 24 out of 37 reported position changes (65%). The annualised alpha on FTF relative to SPY over the holding period was -9.2%.

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