Sowell Financial Services’s Franklin Limited Duration Income Trust FTF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$134K	Hold	23,023	–	–	0.01%	1083
2025 Q4	$142K	Sell	23,023 -650	-3%	-$4K	0.01%	1062
2025 Q3	$151K	Sell	23,673 -940	-4%	-$6.04K	0.01%	1021
2025 Q2	$158K	Hold	24,613	–	–	0.01%	987
2025 Q1	$159K	Buy	+24,613	New	+$162K	0.01%	948
2023 Q2	–	Sell	-28,193	Closed	-$174K	–	648
2023 Q1	$174K	Buy	+28,193	New	+$179K	0.01%	699
2022 Q1	–	Sell	-53,910	Closed	-$494K	–	276
2021 Q4	$494K	Sell	53,910 -8,346	-13%	-$75.2K	0.03%	436
2021 Q3	$571K	Buy	62,256 +2,028	+3%	+$18.8K	0.04%	376
2021 Q2	$559K	Buy	60,228 +31,935	+113%	+$294K	0.04%	404
2021 Q1	$263K	Buy	+28,293	New	+$264K	0.01%	901
2018 Q1	–	Sell	-26,269	Closed	-$312K	–	284
2017 Q4	$312K	Sell	26,269 -4,055	-13%	-$48K	0.08%	209
2017 Q3	$361K	Sell	30,324 -2,705	-8%	-$32.2K	0.09%	175
2017 Q2	$392K	Buy	33,029 +8,712	+36%	+$104K	0.11%	160
2017 Q1	$291K	Buy	+24,317	New	+$294K	0.09%	193