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

Independent 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 Q1	–	Sell	-10,067	Closed	-$91.5K	–	799
2021 Q4	$91.5K	Buy	+10,067	New	+$90.7K	0.01%	758
2020 Q4	–	Sell	-13,490	Closed	-$115K	–	583
2020 Q3	$115K	Sell	13,490 -747	-5%	-$6.52K	0.02%	487
2020 Q2	$120K	Buy	14,237 +182	+1%	+$1.49K	0.03%	455
2020 Q1	$110K	Buy	+14,055	New	+$126K	0.03%	378

Other funds holding FTF

SIA

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

CCP

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

YCM

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Independent Financial Group's FTF Position: Q1 2022 in Review

Independent Financial Group sold out of Franklin Limited Duration Income Trust (FTF) in Q1 2022, closing a stake of 10,067 shares — an estimated $91.5K sold.

Independent Financial Group first reported a position in FTF in Q1 2020 and held it in 4 quarters. The position peaked at $120K in Q2 2020. 72 funds tracked by Wall St. Rank hold FTF as of Q1 2022.

Independent Financial Group reported no remaining Franklin Limited Duration Income Trust position as of Q1 2022 after selling out during the quarter.
Independent Financial Group sold 10,067 Franklin Limited Duration Income Trust shares in Q1 2022, an estimated $91.5K.
Independent Financial Group first reported a position in Franklin Limited Duration Income Trust in Q1 2020 and held it in 4 quarters.
Independent Financial Group's Franklin Limited Duration Income Trust position peaked at $120K in Q2 2020.
72 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q1 2022.

Based on Independent Financial Group's 13F filing for Q1 2022, filed 12 Jun 2026.