CS
FTF

Clear Street’s Franklin Limited Duration Income Trust FTF Stock Holding History

Clear Street’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
2022
Q4 		– Sell
-242
Closed -$1K – 1100
2022
Q3 		$1K Buy
+242
New +$1.64K ﹤0.01% 1035

Other funds holding FTF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Clear Street's FTF Position: Q4 2022 in Review

Clear Street sold out of Franklin Limited Duration Income Trust (FTF) in Q4 2022, closing a stake of 242 shares — an estimated $1K sold.

Clear Street first reported a position in FTF in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 83 funds tracked by Wall St. Rank hold FTF as of Q4 2022.

  • Clear Street reported no remaining Franklin Limited Duration Income Trust position as of Q4 2022 after selling out during the quarter.
  • Clear Street sold 242 Franklin Limited Duration Income Trust shares in Q4 2022, an estimated $1K.
  • Clear Street first reported a position in Franklin Limited Duration Income Trust in Q3 2022 and held it in 1 quarter.
  • Clear Street's Franklin Limited Duration Income Trust position peaked at $1K in Q3 2022.
  • 83 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q4 2022.

Based on Clear Street's 13F filing for Q4 2022, filed 13 Feb 2023.