Powell Investment Advisors’s Franklin Limited Duration Income Trust FTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Buy |
55,982
+275
| +0.5% | +$1.77K | 0.13% | 95 |
|
|
2025
Q1 | $360K | Buy |
55,707
+259
| +0.5% | +$1.67K | 0.18% | 76 |
|
|
2024
Q4 | $368K | Buy |
55,448
+9,128
| +20% | +$60.5K | 0.17% | 82 |
|
|
2024
Q3 | $309K | Hold |
46,320
| – | – | 0.14% | 86 |
|
|
2024
Q2 | $294K | Buy |
46,320
+28,000
| +153% | +$178K | 0.15% | 86 |
|
|
2024
Q1 | $115K | Buy |
18,320
+3,693
| +25% | +$23.2K | 0.06% | 128 |
|
|
2023
Q4 | $91K | Hold |
14,627
| – | – | 0.05% | 129 |
|
|
2023
Q3 | $89.1K | Hold |
14,627
| – | – | 0.05% | 121 |
|
|
2023
Q2 | $90.4K | Hold |
14,627
| – | – | 0.05% | 115 |
|
|
2023
Q1 | $90.4K | Buy |
+14,627
| New | +$90.4K | 0.05% | 114 |
|