ACG Wealth
FTF icon

ACG Wealth’s Franklin Limited Duration Income Trust FTF Stock Holding History

ACG Wealth’s Portfolio FTF Stock Details FTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,155
Closed -$15K – 524
2022
Q2 		$15K Buy
+2,155
New +$15.1K ﹤0.01% 624

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Cetera Investment Advisers
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1607 Capital Partners
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Yakira Capital Management
Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return

ACG Wealth's FTF Position: Q3 2022 in Review

ACG Wealth sold out of Franklin Limited Duration Income Trust (FTF) in Q3 2022, closing a stake of 2,155 shares — an estimated $15K sold.

ACG Wealth first reported a position in FTF in Q2 2022 and held it in 1 quarter. The position peaked at $15K in Q2 2022. 72 funds tracked by Wall St. Rank hold FTF as of Q3 2022.

  • ACG Wealth reported no remaining Franklin Limited Duration Income Trust position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 2,155 Franklin Limited Duration Income Trust shares in Q3 2022, an estimated $15K.
  • ACG Wealth first reported a position in Franklin Limited Duration Income Trust in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's Franklin Limited Duration Income Trust position peaked at $15K in Q2 2022.
  • 72 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.