Advisory Services Network’s Franklin Limited Duration Income Trust FTF Stock Holding History

Advisory Services Network’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
2021 Q3	–	Sell	-2,366	Closed	-$22K	–	2080
2021 Q2	$22K	Buy	+2,366	New	+$21.8K	﹤0.01%	2459
2021 Q1	–	Sell	-2,274	Closed	-$21K	–	1902
2020 Q4	$21K	Buy	+2,274	New	+$19.8K	﹤0.01%	2118
2016 Q3	–	Sell	-250	Closed	-$3K	–	2014
2016 Q2	$3K	Buy	+250	New	+$2.88K	﹤0.01%	1553

Other funds holding FTF

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Advisory Services Network's FTF Position: Q3 2021 in Review

Advisory Services Network sold out of Franklin Limited Duration Income Trust (FTF) in Q3 2021, closing a stake of 2,366 shares — an estimated $22K sold.

Advisory Services Network first reported a position in FTF in Q2 2016 and held it in 3 quarters. The position peaked at $22K in Q2 2021. 55 funds tracked by Wall St. Rank hold FTF as of Q3 2021.

Advisory Services Network reported no remaining Franklin Limited Duration Income Trust position as of Q3 2021 after selling out during the quarter.
Advisory Services Network sold 2,366 Franklin Limited Duration Income Trust shares in Q3 2021, an estimated $22K.
Advisory Services Network first reported a position in Franklin Limited Duration Income Trust in Q2 2016 and held it in 3 quarters.
Advisory Services Network's Franklin Limited Duration Income Trust position peaked at $22K in Q2 2021.
55 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q3 2021.

Based on Advisory Services Network's 13F filing for Q3 2021, filed 5 Nov 2021.