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

FourThought Financial’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 Q3	$8K	Hold	1,275	–	–	﹤0.01%	1081
2022 Q2	$9K	Buy	+1,275	New	+$8.91K	﹤0.01%	1039
2022 Q1	–	Sell	-2,463	Closed	-$22K	–	1500
2021 Q4	$22K	Hold	2,463	–	–	﹤0.01%	904
2021 Q3	$22K	Hold	2,463	–	–	﹤0.01%	927
2021 Q2	$22K	Hold	2,463	–	–	﹤0.01%	922
2021 Q1	$22K	Hold	2,463	–	–	﹤0.01%	884
2020 Q4	$23K	Buy	+2,463	New	+$21.4K	﹤0.01%	843

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

FourThought Financial's FTF Position: Q3 2022 in Review

FourThought Financial held its Franklin Limited Duration Income Trust (FTF) position steady in Q3 2022 at 1,275 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1081.

FourThought Financial first reported a position in FTF in Q4 2020 and has held it in 7 quarters since. The position peaked at $23K in Q4 2020. 72 funds tracked by Wall St. Rank hold FTF as of Q3 2022.

FourThought Financial held 1,275 shares of Franklin Limited Duration Income Trust worth $8K as of Q3 2022.
FourThought Financial left its Franklin Limited Duration Income Trust share count unchanged in Q3 2022.
Franklin Limited Duration Income Trust made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1081 holding.
FourThought Financial first reported a position in Franklin Limited Duration Income Trust in Q4 2020 and has held it in 7 quarters since.
FourThought Financial's Franklin Limited Duration Income Trust position peaked at $23K in Q4 2020.
72 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.