FANJ
FTF

Financial Architects (New Jersey)’s Franklin Limited Duration Income Trust FTF Stock Holding History

Financial Architects (New Jersey)’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
2019
Q4 		– Sell
-1,500
Closed -$14K – 929
2019
Q3 		$14K Hold
1,500
– – ﹤0.01% 662
2019
Q2 		$14K Hold
1,500
– – ﹤0.01% 803
2019
Q1 		$14K Buy
+1,500
New +$14.3K ﹤0.01% 1002

Other funds holding FTF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Architects (New Jersey)'s FTF Position: Q4 2019 in Review

Financial Architects (New Jersey) sold out of Franklin Limited Duration Income Trust (FTF) in Q4 2019, closing a stake of 1,500 shares — an estimated $14K sold.

Financial Architects (New Jersey) first reported a position in FTF in Q1 2019 and held it in 3 quarters. The position peaked at $14K in Q3 2019. 56 funds tracked by Wall St. Rank hold FTF as of Q4 2019.

  • Financial Architects (New Jersey) reported no remaining Franklin Limited Duration Income Trust position as of Q4 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 1,500 Franklin Limited Duration Income Trust shares in Q4 2019, an estimated $14K.
  • Financial Architects (New Jersey) first reported a position in Franklin Limited Duration Income Trust in Q1 2019 and held it in 3 quarters.
  • Financial Architects (New Jersey)'s Franklin Limited Duration Income Trust position peaked at $14K in Q3 2019.
  • 56 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q4 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2019, filed 14 Feb 2020.