DWM
FTF

Dakota Wealth Management’s Franklin Limited Duration Income Trust FTF Stock Holding History

Dakota Wealth Management’s Portfolio FTF Stock Details FTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,910
Closed -$66.4K – 672
2023
Q3 		$66.4K Sell
10,910
-5,455
-33% -$33.2K ﹤0.01% 637
2023
Q2 		$101K Buy
+16,365
New +$101K ﹤0.01% 624