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

IFP 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
2023 Q1	–	Sell	-194	Closed	-$5K	–	3772
2022 Q4	$5K	Sell	194 -4	-2%	-$25	﹤0.01%	3777
2022 Q3	$5K	Sell	198 -75	-27%	-$507	﹤0.01%	4029
2022 Q2	$5K	Hold	273	–	–	﹤0.01%	3780
2022 Q1	$5K	Buy	+273	New	+$2.18K	﹤0.01%	3780
2019 Q1	$53K	Hold	5,507	–	–	0.01%	942
2018 Q4	$50K	Sell	5,507 -5,628	-51%	-$52.9K	﹤0.01%	1616
2018 Q3	$113K	Hold	11,135	–	–	﹤0.01%	1399
2018 Q2	$122K	Hold	11,135	–	–	0.01%	1371
2018 Q1	$132K	Hold	11,135	–	–	0.01%	1215
2017 Q4	$132K	Sell	11,135 -13,100	-54%	-$155K	0.01%	1225
2017 Q3	$291K	Hold	24,235	–	–	0.01%	934
2017 Q2	$287K	Sell	24,235 -500	-2%	-$5.98K	0.01%	923
2017 Q1	$296K	Sell	24,735 -345	-1%	-$4.17K	0.01%	908
2016 Q4	$302K	Sell	25,080 -400	-2%	-$4.79K	0.01%	848
2016 Q3	$308K	Hold	25,480	–	–	0.02%	800
2016 Q2	$296K	Buy	25,480 +19,973	+363%	+$230K	0.02%	795
2016 Q1	$53K	Sell	5,507 -23,128	-81%	-$249K	0.01%	941
2015 Q4	$307K	Buy	+28,635	New	+$314K	0.02%	655

Other funds holding FTF

SIA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

BCI

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

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

IFP Advisors's FTF Position: Q1 2023 in Review

IFP Advisors sold out of Franklin Limited Duration Income Trust (FTF) in Q1 2023, closing a stake of 194 shares — an estimated $5K sold.

IFP Advisors first reported a position in FTF in Q4 2015 and held it in 18 quarters. The position peaked at $308K in Q3 2016. 81 funds tracked by Wall St. Rank hold FTF as of Q1 2023.

IFP Advisors reported no remaining Franklin Limited Duration Income Trust position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 194 Franklin Limited Duration Income Trust shares in Q1 2023, an estimated $5K.
IFP Advisors first reported a position in Franklin Limited Duration Income Trust in Q4 2015 and held it in 18 quarters.
IFP Advisors's Franklin Limited Duration Income Trust position peaked at $308K in Q3 2016.
81 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.