Ameriprise’s Franklin Limited Duration Income Trust FTF Stock Holding History

Ameriprise’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	-16,050	Closed	-$146K	–	3989
2021 Q3	$146K	Buy	+16,050	New	+$149K	﹤0.01%	3743
2017 Q4	–	Sell	-82,208	Closed	-$987K	–	3669
2017 Q3	$987K	Sell	82,208 -40,143	-33%	-$477K	﹤0.01%	2971
2017 Q2	$1.45M	Buy	122,351 +16,846	+16%	+$202K	﹤0.01%	2761
2017 Q1	$1.26M	Buy	+105,505	New	+$1.28M	﹤0.01%	2789
2013 Q4	–	Sell	-2,100	Closed	-$27K	–	5238
2013 Q3	$27K	Sell	2,100 -804	-28%	-$10.3K	﹤0.01%	4200
2013 Q2	$39K	Buy	+2,904	New	+$40.8K	﹤0.01%	3853

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

Ameriprise's FTF Position: Q4 2021 in Review

Ameriprise sold out of Franklin Limited Duration Income Trust (FTF) in Q4 2021, closing a stake of 16,050 shares — an estimated $146K sold.

Ameriprise first reported a position in FTF in Q2 2013 and held it in 6 quarters. The position peaked at $1.45M in Q2 2017. 59 funds tracked by Wall St. Rank hold FTF as of Q4 2021.

Ameriprise reported no remaining Franklin Limited Duration Income Trust position as of Q4 2021 after selling out during the quarter.
Ameriprise sold 16,050 Franklin Limited Duration Income Trust shares in Q4 2021, an estimated $146K.
Ameriprise first reported a position in Franklin Limited Duration Income Trust in Q2 2013 and held it in 6 quarters.
Ameriprise's Franklin Limited Duration Income Trust position peaked at $1.45M in Q2 2017.
59 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q4 2021.

Based on Ameriprise's 13F filing for Q4 2021, filed 14 Feb 2022.