Cetera Advisor Networks’s Franklin Limited Duration Income Trust FTF Stock Holding History

Cetera Advisor Networks’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 Q1	$240K	Buy	38,217 +8,138	+27%	+$51.3K	﹤0.01%	2459
2023 Q4	$187K	Buy	30,079 +1,118	+4%	+$6.82K	﹤0.01%	2555
2023 Q3	$176K	Buy	28,961 +8,488	+41%	+$52.8K	﹤0.01%	2466
2023 Q2	$127K	Hold	20,473	–	–	﹤0.01%	2436
2023 Q1	$127K	Sell	20,473 -607	-3%	-$3.86K	﹤0.01%	2409
2022 Q4	$131K	Buy	21,080 +1,362	+7%	+$8.49K	﹤0.01%	2347
2022 Q3	$122K	Hold	19,718	–	–	﹤0.01%	1933
2022 Q2	$133K	Buy	19,718 +142	+0.7%	+$992	﹤0.01%	1921
2022 Q1	$148K	Sell	19,576 -533	-3%	-$4.26K	﹤0.01%	1939
2021 Q4	$183K	Sell	20,109 -128	-0.6%	-$1.15K	﹤0.01%	1896
2021 Q3	$184K	Buy	20,237 +4,556	+29%	+$42.3K	﹤0.01%	1819
2021 Q2	$144K	Buy	+15,681	New	+$145K	﹤0.01%	1813

Other funds holding FTF

SIA

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

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 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

TJHA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Advisor Networks's FTF Position: Q1 2024 in Review

Cetera Advisor Networks increased its Franklin Limited Duration Income Trust (FTF) stake by 27% in Q1 2024, buying an estimated $51.3K and bringing the position to 38,217 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #2459.

Cetera Advisor Networks first reported a position in FTF in Q2 2021 and has held it in 12 quarters since. 82 funds tracked by Wall St. Rank hold FTF as of Q1 2024.

Cetera Advisor Networks held 38,217 shares of Franklin Limited Duration Income Trust worth $240K as of Q1 2024.
Cetera Advisor Networks bought 8,138 Franklin Limited Duration Income Trust shares in Q1 2024, an estimated $51.3K.
Franklin Limited Duration Income Trust made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2459 holding.
Cetera Advisor Networks first reported a position in Franklin Limited Duration Income Trust in Q2 2021 and has held it in 12 quarters since.
82 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.