SCP
FTF

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

Shorepoint Capital Partners’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
2021
Q1 		$184K Buy
+20,000
New +$187K 0.1% 75

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BCI
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Invesco
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Cohen & Steers
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
Morgan Stanley
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OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Shorepoint Capital Partners's FTF Position: Q1 2021 in Review

Shorepoint Capital Partners opened a new position in Franklin Limited Duration Income Trust (FTF) in Q1 2021: 20,000 shares worth $184K. The stake represents 0.1% of the portfolio and ranks #75 among its holdings.

58 funds tracked by Wall St. Rank hold FTF as of Q1 2021.

  • Shorepoint Capital Partners held 20,000 shares of Franklin Limited Duration Income Trust worth $184K as of Q1 2021.
  • Franklin Limited Duration Income Trust was a new Shorepoint Capital Partners position in Q1 2021.
  • Franklin Limited Duration Income Trust made up 0.1% of Shorepoint Capital Partners's portfolio in Q1 2021, its #75 holding.
  • 58 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q1 2021.

Based on Shorepoint Capital Partners's 13F filing for Q1 2021, filed 10 May 2021.