RIA
FTF

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

Realta 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
2020
Q1 		– Sell
-1,006
Closed -$9K – 701
2019
Q4 		$9K Hold
1,006
– – ﹤0.01% 1165
2019
Q3 		$9K Hold
1,006
– – ﹤0.01% 1137
2019
Q2 		$10K Buy
+1,006
New +$9.7K ﹤0.01% 1135

Other funds holding FTF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Realta Investment Advisors's FTF Position: Q1 2020 in Review

Realta Investment Advisors sold out of Franklin Limited Duration Income Trust (FTF) in Q1 2020, closing a stake of 1,006 shares — an estimated $9K sold.

Realta Investment Advisors first reported a position in FTF in Q2 2019 and held it in 3 quarters. The position peaked at $10K in Q2 2019. 67 funds tracked by Wall St. Rank hold FTF as of Q1 2020.

  • Realta Investment Advisors reported no remaining Franklin Limited Duration Income Trust position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 1,006 Franklin Limited Duration Income Trust shares in Q1 2020, an estimated $9K.
  • Realta Investment Advisors first reported a position in Franklin Limited Duration Income Trust in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Franklin Limited Duration Income Trust position peaked at $10K in Q2 2019.
  • 67 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.