LA
FTF

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

Lifeworks 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
2022
Q3 		– Sell
-30,480
Closed -$206K – 140
2022
Q2 		$206K Hold
30,480
– – 0.13% 135
2022
Q1 		$231K Buy
+30,480
New +$243K 0.15% 117

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
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
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
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

Lifeworks Advisors's FTF Position: Q3 2022 in Review

Lifeworks Advisors sold out of Franklin Limited Duration Income Trust (FTF) in Q3 2022, closing a stake of 30,480 shares — an estimated $206K sold.

Lifeworks Advisors first reported a position in FTF in Q1 2022 and held it in 2 quarters. The position peaked at $231K in Q1 2022. 72 funds tracked by Wall St. Rank hold FTF as of Q3 2022.

  • Lifeworks Advisors reported no remaining Franklin Limited Duration Income Trust position as of Q3 2022 after selling out during the quarter.
  • Lifeworks Advisors sold 30,480 Franklin Limited Duration Income Trust shares in Q3 2022, an estimated $206K.
  • Lifeworks Advisors first reported a position in Franklin Limited Duration Income Trust in Q1 2022 and held it in 2 quarters.
  • Lifeworks Advisors's Franklin Limited Duration Income Trust position peaked at $231K in Q1 2022.
  • 72 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q3 2022.

Based on Lifeworks Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.