RE Dickinson Investment Advisors’s Franklin Limited Duration Income Trust FTF Stock Holding History

RE Dickinson Investment Advisors’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	$0	Buy	+2	New	+$13	﹤0.01%	309

Other funds holding FTF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

RE Dickinson Investment Advisors's FTF Position: Q4 2024 in Review

RE Dickinson Investment Advisors opened a new position in Franklin Limited Duration Income Trust (FTF) in Q4 2024: 2 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #309 among its holdings.

81 funds tracked by Wall St. Rank hold FTF as of Q4 2024.

RE Dickinson Investment Advisors held 2 shares of Franklin Limited Duration Income Trust worth $0 as of Q4 2024.
Franklin Limited Duration Income Trust was a new RE Dickinson Investment Advisors position in Q4 2024.
Franklin Limited Duration Income Trust made up ﹤0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #309 holding.
81 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.