CCM
FTF

Coldstream Capital Management’s Franklin Limited Duration Income Trust FTF Stock Holding History

Coldstream Capital Management’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
2025
Q2 		– Sell
-677
Closed -$4.37K – 1927
2025
Q1 		$4.37K Buy
+677
New +$4.45K ﹤0.01% 2758

Other funds holding FTF

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PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return

Coldstream Capital Management's FTF Position: Q2 2025 in Review

Coldstream Capital Management sold out of Franklin Limited Duration Income Trust (FTF) in Q2 2025, closing a stake of 677 shares — an estimated $4.37K sold.

Coldstream Capital Management first reported a position in FTF in Q1 2025 and held it in 1 quarter. The position peaked at $4.37K in Q1 2025. 85 funds tracked by Wall St. Rank hold FTF as of Q2 2025.

  • Coldstream Capital Management reported no remaining Franklin Limited Duration Income Trust position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 677 Franklin Limited Duration Income Trust shares in Q2 2025, an estimated $4.37K.
  • Coldstream Capital Management first reported a position in Franklin Limited Duration Income Trust in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Franklin Limited Duration Income Trust position peaked at $4.37K in Q1 2025.
  • 85 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.