B. Riley Wealth Advisors’s Franklin Limited Duration Income Trust FTF Stock Holding History

B. Riley Wealth 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
2024 Q3	–	Sell	-135,167	Closed	-$857K	–	1324
2024 Q2	$857K	Sell	135,167 -4,902	-3%	-$30.8K	0.02%	592
2024 Q1	$853K	Sell	140,069 -31	-0%	-$195	0.02%	581
2023 Q4	$871K	Buy	140,100 +31	+0%	+$189	0.02%	577
2023 Q3	$853K	Buy	140,069 +50,030	+56%	+$311K	0.02%	581
2023 Q2	$556K	Buy	90,039 +16,029	+22%	+$99.1K	0.01%	798
2023 Q1	$457K	Buy	74,010 +11,010	+17%	+$70K	0.01%	848
2022 Q4	$391K	Buy	+63,000	New	+$393K	0.01%	895

Other funds holding FTF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

SIA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

B. Riley Wealth Advisors's FTF Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of Franklin Limited Duration Income Trust (FTF) in Q3 2024, closing a stake of 135,167 shares — an estimated $857K sold.

B. Riley Wealth Advisors first reported a position in FTF in Q4 2022 and held it in 7 quarters. The position peaked at $871K in Q4 2023. 78 funds tracked by Wall St. Rank hold FTF as of Q3 2024.

B. Riley Wealth Advisors reported no remaining Franklin Limited Duration Income Trust position as of Q3 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 135,167 Franklin Limited Duration Income Trust shares in Q3 2024, an estimated $857K.
B. Riley Wealth Advisors first reported a position in Franklin Limited Duration Income Trust in Q4 2022 and held it in 7 quarters.
B. Riley Wealth Advisors's Franklin Limited Duration Income Trust position peaked at $871K in Q4 2023.
78 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.