SWM
FTF

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

SeaCrest 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
2026
Q2 		$186K Buy
32,161
+420
+1% +$2.46K 0.02% 536
2026
Q1 		$185K Sell
31,741
-1,966
-6% -$12K 0.02% 609
2025
Q4 		$208K Sell
33,707
-436
-1% -$2.69K 0.02% 589
2025
Q3 		$219K Buy
34,143
+440
+1% +$2.83K 0.02% 566
2025
Q2 		$216K Sell
33,703
-662
-2% -$4.19K 0.02% 554
2025
Q1 		$222K Sell
34,365
-13,506
-28% -$88.8K 0.03% 587
2024
Q4 		$317K Buy
47,871
+3,310
+7% +$21.8K 0.03% 471
2024
Q3 		$297K Buy
44,561
+2,498
+6% +$16.5K 0.03% 495
2024
Q2 		$267K Sell
42,063
-1,759
-4% -$11K 0.03% 498
2024
Q1 		$275K Sell
43,822
-3,009
-6% -$19K 0.03% 473
2023
Q4 		$301K Buy
46,831
+589
+1% +$3.59K 0.04% 452
2023
Q3 		$282K Sell
46,242
-1,843
-4% -$11.5K 0.04% 477
2023
Q2 		$297K Sell
48,085
-197
-0.4% -$1.22K 0.04% 464
2023
Q1 		$298K Buy
48,282
+2,488
+5% +$15.8K 0.04% 467
2022
Q4 		$284K Buy
45,794
+386
+0.9% +$2.41K 0.04% 460
2022
Q3 		$281K Buy
45,408
+1,525
+3% +$10.3K 0.04% 448
2022
Q2 		$297K Sell
43,883
-50
-0.1% -$349 0.04% 466
2022
Q1 		$333K Buy
43,933
+6,876
+19% +$54.9K 0.04% 479
2021
Q4 		$337K Sell
37,057
-389
-1% -$3.5K 0.04% 472
2021
Q3 		$340K Buy
37,446
+106
+0.3% +$984 0.04% 463
2021
Q2 		$344K Buy
37,340
+3,756
+11% +$34.6K 0.04% 452
2021
Q1 		$309K Sell
33,584
-5,951
-15% -$55.6K 0.04% 465
2020
Q4 		$372K Sell
39,535
-590
-1% -$5.13K 0.05% 362
2020
Q3 		$342K Sell
40,125
-2,586
-6% -$22.6K 0.05% 351
2020
Q2 		$361K Sell
42,711
-10,630
-20% -$86.7K 0.06% 332
2020
Q1 		$419K Sell
53,341
-1,784
-3% -$16K 0.09% 240
2019
Q4 		$529K Buy
55,125
+6,808
+14% +$63.6K 0.09% 265
2019
Q3 		$450K Buy
48,317
+6,807
+16% +$64.9K 0.08% 285
2019
Q2 		$400K Buy
41,510
+8,322
+25% +$80.2K 0.08% 298
2019
Q1 		$320K Sell
33,188
-360
-1% -$3.43K 0.05% 344
2018
Q4 		$303K Sell
33,548
-1,240
-4% -$11.7K 0.06% 331
2018
Q3 		$354K Buy
34,788
+263
+0.8% +$2.93K 0.06% 351
2018
Q2 		$377K Buy
34,525
+2,306
+7% +$25.5K 0.07% 316
2018
Q1 		$360K Sell
32,219
-1,237
-4% -$14.2K 0.07% 325
2017
Q4 		$396K Buy
+33,456
New +$396K 0.07% 301

Other funds holding FTF

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return