SFWC
FTF

Strategic Family Wealth Counselors’s Franklin Limited Duration Income Trust FTF Stock Holding History

Strategic Family Wealth Counselors’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
Q2 		– Sell
-23,300
Closed -$183K – 80
2020
Q1 		$183K Buy
+23,300
New +$209K 0.14% 68

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Osaic Holdings
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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
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
FFG
Ford Financial Group Fresno, California $2.36M AUM 7.29% 1-Year Est. Return

Strategic Family Wealth Counselors's FTF Position: Q2 2020 in Review

Strategic Family Wealth Counselors sold out of Franklin Limited Duration Income Trust (FTF) in Q2 2020, closing a stake of 23,300 shares — an estimated $183K sold.

Strategic Family Wealth Counselors first reported a position in FTF in Q1 2020 and held it in 1 quarter. The position peaked at $183K in Q1 2020. 53 funds tracked by Wall St. Rank hold FTF as of Q2 2020.

  • Strategic Family Wealth Counselors reported no remaining Franklin Limited Duration Income Trust position as of Q2 2020 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 23,300 Franklin Limited Duration Income Trust shares in Q2 2020, an estimated $183K.
  • Strategic Family Wealth Counselors first reported a position in Franklin Limited Duration Income Trust in Q1 2020 and held it in 1 quarter.
  • Strategic Family Wealth Counselors's Franklin Limited Duration Income Trust position peaked at $183K in Q1 2020.
  • 53 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2020.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2020, filed 13 Jul 2020.