Caldwell Trust’s Franklin Limited Duration Income Trust FTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.3K | Hold |
2,800
| – | – | ﹤0.01% | 616 |
|
|
2025
Q4 | $17.2K | Hold |
2,800
| – | – | ﹤0.01% | 599 |
|
|
2025
Q3 | $17.8K | Hold |
2,800
| – | – | ﹤0.01% | 582 |
|
|
2025
Q2 | $18K | Hold |
2,800
| – | – | ﹤0.01% | 576 |
|
|
2025
Q1 | $18.1K | Hold |
2,800
| – | – | ﹤0.01% | 569 |
|
|
2024
Q4 | $18.6K | Hold |
2,800
| – | – | ﹤0.01% | 557 |
|
|
2024
Q3 | $18.7K | Hold |
2,800
| – | – | ﹤0.01% | 560 |
|
|
2024
Q2 | $17.8K | Hold |
2,800
| – | – | ﹤0.01% | 561 |
|
|
2024
Q1 | $17.6K | Hold |
2,800
| – | – | ﹤0.01% | 564 |
|
|
2023
Q4 | $17.4K | Hold |
2,800
| – | – | ﹤0.01% | 560 |
|
|
2023
Q3 | $17.1K | Hold |
2,800
| – | – | ﹤0.01% | 563 |
|
|
2023
Q2 | $17.3K | Hold |
2,800
| – | – | ﹤0.01% | 578 |
|
|
2023
Q1 | $17.3K | Hold |
2,800
| – | – | ﹤0.01% | 565 |
|
|
2022
Q4 | $17.4K | Hold |
2,800
| – | – | ﹤0.01% | 554 |
|
|
2022
Q3 | $17.3K | Hold |
2,800
| – | – | ﹤0.01% | 546 |
|
|
2022
Q2 | $18.9K | Hold |
2,800
| – | – | ﹤0.01% | 549 |
|
|
2022
Q1 | $21.2K | Hold |
2,800
| – | – | ﹤0.01% | 558 |
|
|
2021
Q4 | $25.5K | Hold |
2,800
| – | – | ﹤0.01% | 539 |
|
|
2021
Q3 | $25.5K | Hold |
2,800
| – | – | ﹤0.01% | 532 |
|
|
2021
Q2 | $25.8K | Hold |
2,800
| – | – | ﹤0.01% | 537 |
|
|
2021
Q1 | $25.7K | Hold |
2,800
| – | – | ﹤0.01% | 525 |
|
|
2020
Q4 | $26.4K | Hold |
2,800
| – | – | ﹤0.01% | 503 |
|
|
2020
Q3 | $23.9K | Hold |
2,800
| – | – | ﹤0.01% | 510 |
|
|
2020
Q2 | $23.7K | Hold |
2,800
| – | – | ﹤0.01% | 527 |
|
|
2020
Q1 | $22K | Hold |
2,800
| – | – | ﹤0.01% | 538 |
|
|
2019
Q4 | $26.9K | Buy |
+2,800
| New | +$26.2K | ﹤0.01% | 552 |
|
Other funds holding FTF
PCM
AAM
GC
SFS