AWS
FTF

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

Atria Wealth Solutions’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
2023
Q1 		– Sell
-12,462
Closed -$77.4K – 1890
2022
Q4 		$77.4K Sell
12,462
-5,494
-31% -$34.2K ﹤0.01% 1712
2022
Q3 		$111K Buy
+17,956
New +$121K ﹤0.01% 1628

Other funds holding FTF

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Atria Wealth Solutions's FTF Position: Q1 2023 in Review

Atria Wealth Solutions sold out of Franklin Limited Duration Income Trust (FTF) in Q1 2023, closing a stake of 12,462 shares — an estimated $77.4K sold.

Atria Wealth Solutions first reported a position in FTF in Q3 2022 and held it in 2 quarters. The position peaked at $111K in Q3 2022. 81 funds tracked by Wall St. Rank hold FTF as of Q1 2023.

  • Atria Wealth Solutions reported no remaining Franklin Limited Duration Income Trust position as of Q1 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 12,462 Franklin Limited Duration Income Trust shares in Q1 2023, an estimated $77.4K.
  • Atria Wealth Solutions first reported a position in Franklin Limited Duration Income Trust in Q3 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's Franklin Limited Duration Income Trust position peaked at $111K in Q3 2022.
  • 81 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q1 2023.

Based on Atria Wealth Solutions's 13F filing for Q1 2023, filed 10 May 2023.