Fidelity Investments’s Franklin Limited Duration Income Trust FTF Stock Holding History

Fidelity Investments’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
2024 Q4	–	Sell	-1	Closed	-$7	–	5650
2024 Q3	$7	Buy	+1	New	+$7	﹤0.01%	5447
2022 Q2	–	Sell	-1	Closed	–	–	5126
2022 Q1	$0	Buy	+1	New	+$8	﹤0.01%	5157
2021 Q1	–	Sell	-1	Closed	–	–	4172
2020 Q4	$0	Buy	+1	New	+$9	﹤0.01%	3999
2020 Q2	–	Sell	-1	Closed	–	–	3789
2020 Q1	$0	Buy	+1	New	+$9	﹤0.01%	3837
2019 Q4	–	Sell	-1	Closed	–	–	3941
2019 Q3	$0	Buy	+1	New	+$10	﹤0.01%	3925

Other funds holding FTF

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Fidelity Investments's FTF Position: Q4 2024 in Review

Fidelity Investments sold out of Franklin Limited Duration Income Trust (FTF) in Q4 2024, closing a stake of 1 share — an estimated $7 sold.

Fidelity Investments first reported a position in FTF in Q3 2019 and held it in 5 quarters. The position peaked at $7 in Q3 2024. 81 funds tracked by Wall St. Rank hold FTF as of Q4 2024.

Fidelity Investments reported no remaining Franklin Limited Duration Income Trust position as of Q4 2024 after selling out during the quarter.
Fidelity Investments sold 1 Franklin Limited Duration Income Trust share in Q4 2024, an estimated $7.
Fidelity Investments first reported a position in Franklin Limited Duration Income Trust in Q3 2019 and held it in 5 quarters.
Fidelity Investments's Franklin Limited Duration Income Trust position peaked at $7 in Q3 2024.
81 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q4 2024.

Based on Fidelity Investments's 13F filing for Q4 2024, filed 13 Feb 2025.