American Portfolios Advisors’s Franklin Limited Duration Income Trust FTF Stock Holding History

American Portfolios Advisors’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 Q4	–	Sell	-2	Closed	-$18	–	3542
2021 Q3	$18	Buy	+2	New	+$19	﹤0.01%	3459
2020 Q4	–	Sell	-700	Closed	-$5.97K	–	3025
2020 Q3	$5.97K	Hold	700	–	–	﹤0.01%	2199
2020 Q2	$5.92K	Hold	700	–	–	﹤0.01%	2172
2020 Q1	$5.5K	Sell	700 -1,000	-59%	-$8.98K	﹤0.01%	2049
2019 Q4	$16.3K	Hold	1,700	–	–	﹤0.01%	1807
2019 Q3	$15.8K	Hold	1,700	–	–	﹤0.01%	1762
2019 Q2	$16.4K	Sell	1,700 -3,336	-66%	-$32.2K	﹤0.01%	1735
2019 Q1	$48.5K	Hold	5,036	–	–	﹤0.01%	1211
2018 Q4	$45.4K	Hold	5,036	–	–	0.01%	1054
2018 Q3	$51.3K	Hold	5,036	–	–	0.01%	1099
2018 Q2	$55K	Hold	5,036	–	–	0.01%	1031
2018 Q1	$56.3K	Hold	5,036	–	–	0.01%	964
2017 Q4	$59.6K	Buy	+5,036	New	+$59.6K	0.01%	921

Other funds holding FTF

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

RJA

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

SIA

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RJFSA

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

OPS

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

American Portfolios Advisors's FTF Position: Q4 2021 in Review

American Portfolios Advisors sold out of Franklin Limited Duration Income Trust (FTF) in Q4 2021, closing a stake of 2 shares — an estimated $18 sold.

American Portfolios Advisors first reported a position in FTF in Q4 2017 and held it in 13 quarters. The position peaked at $59.6K in Q4 2017. 59 funds tracked by Wall St. Rank hold FTF as of Q4 2021.

American Portfolios Advisors reported no remaining Franklin Limited Duration Income Trust position as of Q4 2021 after selling out during the quarter.
American Portfolios Advisors sold 2 Franklin Limited Duration Income Trust shares in Q4 2021, an estimated $18.
American Portfolios Advisors first reported a position in Franklin Limited Duration Income Trust in Q4 2017 and held it in 13 quarters.
American Portfolios Advisors's Franklin Limited Duration Income Trust position peaked at $59.6K in Q4 2017.
59 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q4 2021.

Based on American Portfolios Advisors's 13F filing for Q4 2021, filed 21 Mar 2023.