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

Spire 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
2024 Q2	–	Sell	-983	Closed	-$6.16K	–	2280
2024 Q1	$6.16K	Hold	983	–	–	﹤0.01%	1880
2023 Q4	$6.08K	Hold	983	–	–	﹤0.01%	1907
2023 Q3	$5.99K	Hold	983	–	–	﹤0.01%	1893
2023 Q2	$6.08K	Hold	983	–	–	﹤0.01%	1955
2023 Q1	$6.08K	Buy	+983	New	+$6.25K	﹤0.01%	1989
2022 Q3	–	Sell	-983	Closed	-$7K	–	2328
2022 Q2	$7K	Sell	983 -983	-50%	-$6.87K	﹤0.01%	2022
2022 Q1	$15K	Hold	1,966	–	–	﹤0.01%	1897
2021 Q4	$18K	Hold	1,966	–	–	﹤0.01%	2154
2021 Q3	$18K	Hold	1,966	–	–	﹤0.01%	1893
2021 Q2	$18K	Hold	1,966	–	–	﹤0.01%	1913
2021 Q1	$18K	Buy	+1,966	New	+$18.4K	﹤0.01%	2188

Other funds holding FTF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

SFS

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Spire Wealth Management's FTF Position: Q2 2024 in Review

Spire Wealth Management sold out of Franklin Limited Duration Income Trust (FTF) in Q2 2024, closing a stake of 983 shares — an estimated $6.16K sold.

Spire Wealth Management first reported a position in FTF in Q1 2021 and held it in 11 quarters. The position peaked at $18K in Q4 2021. 79 funds tracked by Wall St. Rank hold FTF as of Q2 2024.

Spire Wealth Management reported no remaining Franklin Limited Duration Income Trust position as of Q2 2024 after selling out during the quarter.
Spire Wealth Management sold 983 Franklin Limited Duration Income Trust shares in Q2 2024, an estimated $6.16K.
Spire Wealth Management first reported a position in Franklin Limited Duration Income Trust in Q1 2021 and held it in 11 quarters.
Spire Wealth Management's Franklin Limited Duration Income Trust position peaked at $18K in Q4 2021.
79 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.