BDO Wealth Advisors’s Franklin Limited Duration Income Trust FTF Stock Holding History

BDO 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
2023 Q2	–	Sell	-188	Closed	-$1.16K	–	1012
2023 Q1	$1.16K	Buy	+188	New	+$1.2K	﹤0.01%	951

Other funds holding FTF

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

OPS

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BDO Wealth Advisors's FTF Position: Q2 2023 in Review

BDO Wealth Advisors sold out of Franklin Limited Duration Income Trust (FTF) in Q2 2023, closing a stake of 188 shares — an estimated $1.16K sold.

BDO Wealth Advisors first reported a position in FTF in Q1 2023 and held it in 1 quarter. The position peaked at $1.16K in Q1 2023. 76 funds tracked by Wall St. Rank hold FTF as of Q2 2023.

BDO Wealth Advisors reported no remaining Franklin Limited Duration Income Trust position as of Q2 2023 after selling out during the quarter.
BDO Wealth Advisors sold 188 Franklin Limited Duration Income Trust shares in Q2 2023, an estimated $1.16K.
BDO Wealth Advisors first reported a position in Franklin Limited Duration Income Trust in Q1 2023 and held it in 1 quarter.
BDO Wealth Advisors's Franklin Limited Duration Income Trust position peaked at $1.16K in Q1 2023.
76 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.