Creative Financial Designs’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	$780K	Buy	133,856 +21,465	+19%	+$131K	0.05%	264
2025 Q4	$691K	Sell	112,391 -25,612	-19%	-$158K	0.04%	284
2025 Q3	$879K	Buy	138,003 +81,595	+145%	+$524K	0.06%	248
2025 Q2	$362K	Buy	56,408 +22,650	+67%	+$143K	0.03%	363
2025 Q1	$218K	Buy	33,758 +477	+1%	+$3.14K	0.02%	420
2024 Q4	$221K	Buy	33,281 +467	+1%	+$3.08K	0.02%	421
2024 Q3	$219K	Sell	32,814 -8,131	-20%	-$53.7K	0.02%	426
2024 Q2	$260K	Buy	40,945 +706	+2%	+$4.43K	0.02%	378
2024 Q1	$252K	Buy	40,239 +3,943	+11%	+$24.9K	0.02%	368
2023 Q4	$226K	Buy	36,296 +5,667	+19%	+$34.6K	0.02%	364
2023 Q3	$187K	Buy	30,629 +510	+2%	+$3.17K	0.02%	347
2023 Q2	$186K	Buy	30,119 +499	+2%	+$3.08K	0.02%	354
2023 Q1	$183K	Buy	29,620 +478	+2%	+$3.04K	0.02%	341
2022 Q4	$181K	Buy	29,142 +469	+2%	+$2.92K	0.03%	327
2022 Q3	$177K	Buy	28,673 +7,946	+38%	+$53.8K	0.03%	313
2022 Q2	$140K	Buy	20,727 +448	+2%	+$3.13K	0.02%	365
2022 Q1	$154K	Buy	20,279 +6,829	+51%	+$54.5K	0.02%	355
2021 Q4	$122K	Buy	13,450 +226	+2%	+$2.04K	0.02%	410
2021 Q3	$120K	Buy	13,224 +215	+2%	+$2K	0.02%	410
2021 Q2	$120K	Sell	13,009 -1,947	-13%	-$17.9K	0.02%	409
2021 Q1	$137K	Buy	14,956 +258	+2%	+$2.41K	0.03%	355
2020 Q4	$138K	Sell	14,698 -3,838	-21%	-$33.4K	0.03%	317
2020 Q3	$158K	Buy	18,536 +332	+2%	+$2.9K	0.04%	272
2020 Q2	$154K	Buy	+18,204	New	+$149K	0.05%	229