CA
FTF

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

CoreCap 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
2026
Q2 		$87.6K Hold
15,127
– – ﹤0.01% 1164
2026
Q1 		$88.2K Sell
15,127
-18,120
-55% -$110K ﹤0.01% 1072
2025
Q4 		$204K Hold
33,247
– – 0.01% 787
2025
Q3 		$212K Hold
33,247
– – 0.01% 786
2025
Q2 		$213K Sell
33,247
-2,500
-7% -$15.8K 0.01% 719
2025
Q1 		$231K Hold
35,747
– – 0.01% 641
2024
Q4 		$237K Sell
35,747
-4,000
-10% -$26.4K 0.01% 659
2024
Q3 		$265K Hold
39,747
– – 0.01% 603
2024
Q2 		$252K Buy
39,747
+2,500
+7% +$15.7K 0.03% 328
2024
Q1 		$234K Buy
37,247
+4,000
+12% +$25.2K 0.01% 584
2023
Q4 		$207K Hold
33,247
– – 0.01% 543
2023
Q3 		$202K Hold
33,247
– – 0.01% 502
2023
Q2 		$205K Buy
+33,247
New +$205K 0.01% 527
2022
Q4 		$217K Sell
34,972
-2,530
-7% -$15.8K 0.02% 517
2022
Q3 		$232K Buy
37,502
+6,200
+20% +$42K 0.02% 458
2022
Q2 		$212K Sell
31,302
-1,048
-3% -$7.32K 0.02% 499
2022
Q1 		$245K Buy
32,350
+12,300
+61% +$98.2K 0.02% 455
2021
Q4 		$182K Buy
+20,050
New +$181K 0.01% 551

Other funds holding FTF

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return