Powell Investment Advisors, LLC FTF — FRANKLIN LTD DURATION INCOME

Ownership history in Powell Investment Advisors, LLC  ·  13 quarters on record

AI Ownership Summary

Powell Investment Advisors, LLC reported FRANKLIN LTD DURATION INCOME (FTF) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.18% in 2025 Q1. The latest visible filing shows FTF at 0.12% 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 Powell Investment Advisors, LLC's position in FRANKLIN LTD DURATION INCOME, 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 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2025 Q1

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.

FTF stock page Powell Investment Advisors, LLC fund profile Powell Investment Advisors, LLC full holdings
How Powell Investment Advisors, LLC 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 ADDED — — — 60,001 +317 +0.5% 0.12% $350K 2026-04-23 $5.82
2025 Q4 ADDED — — — 59,684 +301 +0.5% 0.13% $367K 2026-02-09 $5.97
2025 Q3 ADDED — — — 59,383 +3,401 +6.1% 0.13% $378K 2025-11-13 $5.69
2025 Q2 ADDED — — — 55,982 +275 +0.5% 0.13% $359K 2025-07-22 $5.77
2025 Q1 ADDED — — — 55,707 +259 +0.5% 0.18% $360K 2025-05-09 $5.62
2024 Q4 ADDED — — — 55,448 +9,128 +19.7% 0.17% $368K 2025-01-29 $5.66
2024 Q3 UNCHANGED — — — 46,320 — 0% 0.14% $309K 2024-11-01 $5.40
2024 Q2 ADDED — — — 46,320 +28,000 +152.8% 0.15% $294K 2024-07-31 $5.27
2024 Q1 ADDED — — — 18,320 +3,693 +25.2% 0.06% $115K 2024-04-16 $4.78
2023 Q4 UNCHANGED — — — 14,627 — 0% 0.05% $91K 2024-02-01 $4.84
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FTF

As of 2026 Q1 — sorted by position size

GraniteShares Advisors LLC 3Y 1.65% Byrne Asset Management LLC 3Y 0.97% Shaker Financial Services, LLC 3Y 7Y 0.93% Financially in Tune, LLC 0.42% ABSOLUTE INVESTMENT ADVISERS, LLC 0.15% Quarry LP 3Y 0.13% PIN OAK INVESTMENT ADVISORS INC 3Y 7Y 0.13% Advisors Asset Management, Inc. 3Y 7Y 0.1% Encompass More Asset Management 0.09% ACCREDITED INVESTOR SERVICES, LLC 0.08%

FAQ About Powell Investment Advisors, LLC and FTF

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

How long has Powell Investment Advisors, LLC reported owning FTF?

Powell Investment Advisors, LLC reported FTF across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FTF position in Powell Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for FTF was 0.18% in 2025 Q1.

What is the latest reported FTF position on this page?

The most recent filing on this page is 2026 Q1, when Powell Investment Advisors, LLC reported 60,001 shares, equal to 0.12% of portfolio, with an estimated market value of $350K.

What does the chart on this FTF ownership page compare?

The chart compares Powell Investment Advisors, LLC'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 Powell Investment Advisors, LLC time their FTF position?

Based on 13F filing dates vs. subsequent FTF price moves, Powell Investment Advisors, LLC correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on FTF relative to SPY over the holding period was +98.6%.

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