Gradient Investments’s Franklin Limited Duration Income Trust FTF Stock Holding History

Gradient 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
2022 Q4	–	Sell	-143	Closed	-$1K	–	1552
2022 Q3	$1K	Buy	+143	New	+$968	﹤0.01%	1234
2022 Q1	–	Sell	-252	Closed	-$2K	–	1229
2021 Q4	$2K	Buy	+252	New	+$2.27K	﹤0.01%	1061
2014 Q3	–	Sell	-100	Closed	-$1K	–	501
2014 Q2	$1K	Hold	100	–	–	﹤0.01%	462
2014 Q1	$1K	Buy	+100	New	+$1.31K	﹤0.01%	480

Other funds holding FTF

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Gradient Investments's FTF Position: Q4 2022 in Review

Gradient Investments sold out of Franklin Limited Duration Income Trust (FTF) in Q4 2022, closing a stake of 143 shares — an estimated $1K sold.

Gradient Investments first reported a position in FTF in Q1 2014 and held it in 4 quarters. The position peaked at $2K in Q4 2021. 83 funds tracked by Wall St. Rank hold FTF as of Q4 2022.

Gradient Investments reported no remaining Franklin Limited Duration Income Trust position as of Q4 2022 after selling out during the quarter.
Gradient Investments sold 143 Franklin Limited Duration Income Trust shares in Q4 2022, an estimated $1K.
Gradient Investments first reported a position in Franklin Limited Duration Income Trust in Q1 2014 and held it in 4 quarters.
Gradient Investments's Franklin Limited Duration Income Trust position peaked at $2K in Q4 2021.
83 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.