Ford Financial Group’s Franklin Limited Duration Income Trust FTF Stock Holding History

Ford Financial Group’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
2022 Q2	–	Sell	-65,731	Closed	-$498K	–	127
2022 Q1	$498K	Sell	65,731 -4,030	-6%	-$32.2K	0.19%	62
2021 Q4	$634	Buy	69,761 +114	+0.2%	+$1.03K	0.13%	51
2021 Q3	$633K	Buy	69,647 +110	+0.2%	+$1.02K	0.24%	48
2021 Q2	$640K	Sell	69,537 -19,156	-22%	-$177K	0.24%	50
2021 Q1	$815K	Buy	88,693 +333	+0.4%	+$3.11K	0.35%	42
2020 Q4	$832K	Sell	88,360 -24,252	-22%	-$211K	0.39%	39
2020 Q3	$960K	Sell	112,612 -22,635	-17%	-$198K	0.52%	34
2020 Q2	$1.14M	Sell	135,247 -2,531	-2%	-$20.7K	0.64%	28
2020 Q1	$1.08M	Sell	137,778 -1,767	-1%	-$15.9K	0.72%	25
2019 Q4	$1.34M	Buy	139,545 +4,020	+3%	+$37.6K	0.77%	22
2019 Q3	$1.26M	Buy	135,525 +4,270	+3%	+$40.7K	0.8%	21
2019 Q2	$1.26M	Buy	131,255 +1,044	+0.8%	+$10.1K	0.86%	22
2019 Q1	$1.25M	Sell	130,211 -10,398	-7%	-$99K	0.9%	23
2018 Q4	$1.27M	Buy	+140,609	New	+$1.32M	0.96%	20
2018 Q3	–	Sell	-85,650	Closed	-$942K	–	46
2018 Q2	$942K	Buy	85,650 +3,800	+5%	+$42K	0.69%	16
2018 Q1	$914K	Buy	81,850 +22,300	+37%	+$256K	0.71%	21
2017 Q4	$707K	Buy	+59,550	New	+$705K	0.53%	21

Other funds holding FTF

SIA

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BCI

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

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

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

Ford Financial Group's FTF Position: Q2 2022 in Review

Ford Financial Group sold out of Franklin Limited Duration Income Trust (FTF) in Q2 2022, closing a stake of 65,731 shares — an estimated $498K sold.

Ford Financial Group first reported a position in FTF in Q4 2017 and held it in 17 quarters. The position peaked at $1.34M in Q4 2019. 74 funds tracked by Wall St. Rank hold FTF as of Q2 2022.

Ford Financial Group reported no remaining Franklin Limited Duration Income Trust position as of Q2 2022 after selling out during the quarter.
Ford Financial Group sold 65,731 Franklin Limited Duration Income Trust shares in Q2 2022, an estimated $498K.
Ford Financial Group first reported a position in Franklin Limited Duration Income Trust in Q4 2017 and held it in 17 quarters.
Ford Financial Group's Franklin Limited Duration Income Trust position peaked at $1.34M in Q4 2019.
74 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2022.

Based on Ford Financial Group's 13F filing for Q2 2022, filed 14 Jul 2022.