GI
FTF

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

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

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.