MWM
FTF

MinichMacGregor Wealth Management’s Franklin Limited Duration Income Trust FTF Stock Holding History

MinichMacGregor Wealth Management’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
-252
Closed -$1.56K – 285
2022
Q4 		$1.56K Buy
+252
New +$1.57K ﹤0.01% 595

Other funds holding FTF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

MinichMacGregor Wealth Management's FTF Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Franklin Limited Duration Income Trust (FTF) in Q1 2023, closing a stake of 252 shares — an estimated $1.56K sold.

MinichMacGregor Wealth Management first reported a position in FTF in Q4 2022 and held it in 1 quarter. The position peaked at $1.56K in Q4 2022. 81 funds tracked by Wall St. Rank hold FTF as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Franklin Limited Duration Income Trust position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 252 Franklin Limited Duration Income Trust shares in Q1 2023, an estimated $1.56K.
  • MinichMacGregor Wealth Management first reported a position in Franklin Limited Duration Income Trust in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Franklin Limited Duration Income Trust position peaked at $1.56K in Q4 2022.
  • 81 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.