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

EverSource Wealth 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
2023 Q3	–	Sell	-26	Closed	-$161	–	2562
2023 Q2	$161	Hold	26	–	–	﹤0.01%	2430
2023 Q1	$161	Hold	26	–	–	﹤0.01%	2313
2022 Q4	$161	Hold	26	–	–	﹤0.01%	2265
2022 Q3	$0	Buy	+26	New	+$176	﹤0.01%	2017

Other funds holding FTF

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

EverSource Wealth Advisors's FTF Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of Franklin Limited Duration Income Trust (FTF) in Q3 2023, closing a stake of 26 shares — an estimated $161 sold.

EverSource Wealth Advisors first reported a position in FTF in Q3 2022 and held it in 4 quarters. The position peaked at $161 in Q2 2023. 76 funds tracked by Wall St. Rank hold FTF as of Q3 2023.

EverSource Wealth Advisors reported no remaining Franklin Limited Duration Income Trust position as of Q3 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 26 Franklin Limited Duration Income Trust shares in Q3 2023, an estimated $161.
EverSource Wealth Advisors first reported a position in Franklin Limited Duration Income Trust in Q3 2022 and held it in 4 quarters.
EverSource Wealth Advisors's Franklin Limited Duration Income Trust position peaked at $161 in Q2 2023.
76 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.