MSAM
FTF

Moloney Securities Asset Management’s Franklin Limited Duration Income Trust FTF Stock Holding History

Moloney Securities Asset 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
2024
Q4 		– Sell
-10,403
Closed -$69.4K – 486
2024
Q3 		$69.4K Buy
10,403
+141
+1% +$931 0.01% 464
2024
Q2 		$65.1K Buy
10,262
+181
+2% +$1.14K 0.01% 449
2024
Q1 		$63.2K Buy
+10,081
New +$63.5K 0.01% 435

Other funds holding FTF

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Moloney Securities Asset Management's FTF Position: Q4 2024 in Review

Moloney Securities Asset Management sold out of Franklin Limited Duration Income Trust (FTF) in Q4 2024, closing a stake of 10,403 shares — an estimated $69.4K sold.

Moloney Securities Asset Management first reported a position in FTF in Q1 2024 and held it in 3 quarters. The position peaked at $69.4K in Q3 2024. 81 funds tracked by Wall St. Rank hold FTF as of Q4 2024.

  • Moloney Securities Asset Management reported no remaining Franklin Limited Duration Income Trust position as of Q4 2024 after selling out during the quarter.
  • Moloney Securities Asset Management sold 10,403 Franklin Limited Duration Income Trust shares in Q4 2024, an estimated $69.4K.
  • Moloney Securities Asset Management first reported a position in Franklin Limited Duration Income Trust in Q1 2024 and held it in 3 quarters.
  • Moloney Securities Asset Management's Franklin Limited Duration Income Trust position peaked at $69.4K in Q3 2024.
  • 81 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q4 2024.

Based on Moloney Securities Asset Management's 13F filing for Q4 2024, filed 28 Jan 2025.