First Trust Advisors
FTF

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

First Trust 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
2018
Q3 		– Sell
-30,781
Closed -$336K – 2464
2018
Q2 		$336K Sell
30,781
-84,539
-73% -$934K ﹤0.01% 2260
2018
Q1 		$1.29M Sell
115,320
-9,520
-8% -$109K ﹤0.01% 1687
2017
Q4 		$1.48M Buy
124,840
+5,288
+4% +$62.6K ﹤0.01% 1683
2017
Q3 		$1.44M Buy
119,552
+68,641
+135% +$816K ﹤0.01% 1675
2017
Q2 		$602K Buy
+50,911
New +$609K ﹤0.01% 2018

Other funds holding FTF

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

First Trust Advisors's FTF Position: Q3 2018 in Review

First Trust Advisors sold out of Franklin Limited Duration Income Trust (FTF) in Q3 2018, closing a stake of 30,781 shares — an estimated $336K sold.

First Trust Advisors first reported a position in FTF in Q2 2017 and held it in 5 quarters. The position peaked at $1.48M in Q4 2017. 58 funds tracked by Wall St. Rank hold FTF as of Q3 2018.

  • First Trust Advisors reported no remaining Franklin Limited Duration Income Trust position as of Q3 2018 after selling out during the quarter.
  • First Trust Advisors sold 30,781 Franklin Limited Duration Income Trust shares in Q3 2018, an estimated $336K.
  • First Trust Advisors first reported a position in Franklin Limited Duration Income Trust in Q2 2017 and held it in 5 quarters.
  • First Trust Advisors's Franklin Limited Duration Income Trust position peaked at $1.48M in Q4 2017.
  • 58 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q3 2018.

Based on First Trust Advisors's 13F filing for Q3 2018, filed 25 Oct 2018.