Fidelity Investments
FTF

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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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.