Creative Financial Designs’s Franklin Limited Duration Income Trust FTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Buy |
56,408
+22,650
| +67% | +$145K | 0.03% | 363 |
|
|
2025
Q1 | $218K | Buy |
33,758
+477
| +1% | +$3.08K | 0.02% | 420 |
|
|
2024
Q4 | $221K | Buy |
33,281
+467
| +1% | +$3.1K | 0.02% | 421 |
|
|
2024
Q3 | $219K | Sell |
32,814
-8,131
| -20% | -$54.2K | 0.02% | 426 |
|
|
2024
Q2 | $260K | Buy |
40,945
+706
| +2% | +$4.48K | 0.02% | 378 |
|
|
2024
Q1 | $252K | Buy |
40,239
+3,943
| +11% | +$24.7K | 0.02% | 368 |
|
|
2023
Q4 | $226K | Buy |
36,296
+5,667
| +19% | +$35.2K | 0.02% | 364 |
|
|
2023
Q3 | $187K | Buy |
30,629
+510
| +2% | +$3.11K | 0.02% | 347 |
|
|
2023
Q2 | $186K | Buy |
30,119
+499
| +2% | +$3.08K | 0.02% | 354 |
|
|
2023
Q1 | $183K | Buy |
29,620
+478
| +2% | +$2.95K | 0.02% | 341 |
|
|
2022
Q4 | $181K | Buy |
29,142
+469
| +2% | +$2.91K | 0.03% | 327 |
|
|
2022
Q3 | $177K | Buy |
28,673
+7,946
| +38% | +$49.1K | 0.03% | 313 |
|
|
2022
Q2 | $140K | Buy |
20,727
+448
| +2% | +$3.03K | 0.02% | 365 |
|
|
2022
Q1 | $154K | Buy |
20,279
+6,829
| +51% | +$51.9K | 0.02% | 355 |
|
|
2021
Q4 | $122K | Buy |
13,450
+226
| +2% | +$2.05K | 0.02% | 410 |
|
|
2021
Q3 | $120K | Buy |
13,224
+215
| +2% | +$1.95K | 0.02% | 410 |
|
|
2021
Q2 | $120K | Sell |
13,009
-1,947
| -13% | -$18K | 0.02% | 409 |
|
|
2021
Q1 | $137K | Buy |
14,956
+258
| +2% | +$2.36K | 0.03% | 355 |
|
|
2020
Q4 | $138K | Sell |
14,698
-3,838
| -21% | -$36K | 0.03% | 317 |
|
|
2020
Q3 | $158K | Buy |
18,536
+332
| +2% | +$2.83K | 0.04% | 272 |
|
|
2020
Q2 | $154K | Buy |
+18,204
| New | +$154K | 0.05% | 229 |
|