QC
FTF

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

Quantedge 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
-10,400
Closed -$64.6K – 151
2022
Q4 		$64.6K Buy
+10,400
New +$64.8K 0.02% 163
2022
Q3 		– Sell
-14,600
Closed -$99K – 237
2022
Q2 		$99K Buy
+14,600
New +$102K 0.02% 267

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

Quantedge Capital's FTF Position: Q1 2023 in Review

Quantedge Capital sold out of Franklin Limited Duration Income Trust (FTF) in Q1 2023, closing a stake of 10,400 shares — an estimated $64.6K sold.

Quantedge Capital first reported a position in FTF in Q2 2022 and held it in 2 quarters. The position peaked at $99K in Q2 2022. 81 funds tracked by Wall St. Rank hold FTF as of Q1 2023.

  • Quantedge Capital reported no remaining Franklin Limited Duration Income Trust position as of Q1 2023 after selling out during the quarter.
  • Quantedge Capital sold 10,400 Franklin Limited Duration Income Trust shares in Q1 2023, an estimated $64.6K.
  • Quantedge Capital first reported a position in Franklin Limited Duration Income Trust in Q2 2022 and held it in 2 quarters.
  • Quantedge Capital's Franklin Limited Duration Income Trust position peaked at $99K in Q2 2022.
  • 81 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q1 2023.

Based on Quantedge Capital's 13F filing for Q1 2023, filed 12 May 2023.