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

Northwestern Mutual 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 Q2	–	Sell	-2,132	Closed	-$13.2K	–	3432
2023 Q1	$13.2K	Buy	+2,132	New	+$13.6K	﹤0.01%	2406
2022 Q4	–	Sell	-192	Closed	-$1K	–	3370
2022 Q3	$1K	Buy	+192	New	+$1.3K	﹤0.01%	2972
2018 Q4	–	Sell	-1,650	Closed	-$17K	–	2468
2018 Q3	$17K	Buy	+1,650	New	+$18.4K	﹤0.01%	1728

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 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

Northwestern Mutual Wealth Management's FTF Position: Q2 2023 in Review

Northwestern Mutual Wealth Management sold out of Franklin Limited Duration Income Trust (FTF) in Q2 2023, closing a stake of 2,132 shares — an estimated $13.2K sold.

Northwestern Mutual Wealth Management first reported a position in FTF in Q3 2018 and held it in 3 quarters. The position peaked at $17K in Q3 2018. 75 funds tracked by Wall St. Rank hold FTF as of Q2 2023.

Northwestern Mutual Wealth Management reported no remaining Franklin Limited Duration Income Trust position as of Q2 2023 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 2,132 Franklin Limited Duration Income Trust shares in Q2 2023, an estimated $13.2K.
Northwestern Mutual Wealth Management first reported a position in Franklin Limited Duration Income Trust in Q3 2018 and held it in 3 quarters.
Northwestern Mutual Wealth Management's Franklin Limited Duration Income Trust position peaked at $17K in Q3 2018.
75 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.