Money Concepts Capital’s Franklin Limited Duration Income Trust FTF Stock Holding History

Money Concepts Capital’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	-750	Closed	-$4.66K	–	1387
2022 Q4	$4.66K	Buy	+750	New	+$4.67K	﹤0.01%	2377
2022 Q2	–	Sell	-750	Closed	-$6K	–	1874
2022 Q1	$6K	Buy	+750	New	+$5.99K	﹤0.01%	2123

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

Money Concepts Capital's FTF Position: Q1 2023 in Review

Money Concepts Capital sold out of Franklin Limited Duration Income Trust (FTF) in Q1 2023, closing a stake of 750 shares — an estimated $4.66K sold.

Money Concepts Capital first reported a position in FTF in Q1 2022 and held it in 2 quarters. The position peaked at $6K in Q1 2022. 81 funds tracked by Wall St. Rank hold FTF as of Q1 2023.

Money Concepts Capital reported no remaining Franklin Limited Duration Income Trust position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 750 Franklin Limited Duration Income Trust shares in Q1 2023, an estimated $4.66K.
Money Concepts Capital first reported a position in Franklin Limited Duration Income Trust in Q1 2022 and held it in 2 quarters.
Money Concepts Capital's Franklin Limited Duration Income Trust position peaked at $6K in Q1 2022.
81 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.