SWP
FTF

Stratos Wealth Partners’s Franklin Limited Duration Income Trust FTF Stock Holding History

Stratos Wealth 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
2025
Q1 		– Sell
-80,773
Closed -$536K – 1417
2024
Q4 		$536K Buy
80,773
+4,850
+6% +$32K 0.01% 910
2024
Q3 		$506K Buy
+75,923
New +$501K 0.01% 940
2022
Q4 		– Sell
-39,275
Closed -$243K – 1160
2022
Q3 		$243K Sell
39,275
-60,690
-61% -$411K 0.01% 943
2022
Q2 		$676K Buy
99,965
+6,858
+7% +$47.9K 0.02% 619
2022
Q1 		$706K Buy
93,107
+30,899
+50% +$247K 0.02% 673
2021
Q4 		$565K Buy
62,208
+1,000
+2% +$9.01K 0.01% 762
2021
Q3 		$556K Buy
61,208
+1,300
+2% +$12.1K 0.01% 707
2021
Q2 		$552K Buy
59,908
+825
+1% +$7.6K 0.01% 735
2021
Q1 		$543K Buy
59,083
+1,885
+3% +$17.6K 0.02% 697
2020
Q4 		$539K Buy
57,198
+2,450
+4% +$21.3K 0.02% 653
2020
Q3 		$467K Hold
54,748
– – 0.02% 645
2020
Q2 		$463K Buy
54,748
+1,150
+2% +$9.38K 0.02% 624
2020
Q1 		$421K Sell
53,598
-1,535
-3% -$13.8K 0.02% 578
2019
Q4 		$529K Buy
55,133
+5,760
+12% +$53.9K 0.02% 575
2019
Q3 		$460K Buy
49,373
+1,350
+3% +$12.9K 0.02% 592
2019
Q2 		$462K Buy
48,023
+700
+1% +$6.75K 0.02% 599
2019
Q1 		$456K Buy
47,323
+1,725
+4% +$16.4K 0.02% 579
2018
Q4 		$411K Buy
45,598
+7,846
+21% +$73.8K 0.02% 569
2018
Q3 		$384K Buy
37,752
+2,435
+7% +$27.1K 0.02% 622
2018
Q2 		$386K Buy
35,317
+1,550
+5% +$17.1K 0.02% 648
2018
Q1 		$377K Buy
33,767
+29,757
+742% +$342K 0.02% 646
2017
Q4 		$47K Buy
+4,010
New +$47.5K ﹤0.01% 1540

Other funds holding FTF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Stratos Wealth Partners's FTF Position: Q1 2025 in Review

Stratos Wealth Partners sold out of Franklin Limited Duration Income Trust (FTF) in Q1 2025, closing a stake of 80,773 shares — an estimated $536K sold.

Stratos Wealth Partners first reported a position in FTF in Q4 2017 and held it in 22 quarters. The position peaked at $706K in Q1 2022. 80 funds tracked by Wall St. Rank hold FTF as of Q1 2025.

  • Stratos Wealth Partners reported no remaining Franklin Limited Duration Income Trust position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 80,773 Franklin Limited Duration Income Trust shares in Q1 2025, an estimated $536K.
  • Stratos Wealth Partners first reported a position in Franklin Limited Duration Income Trust in Q4 2017 and held it in 22 quarters.
  • Stratos Wealth Partners's Franklin Limited Duration Income Trust position peaked at $706K in Q1 2022.
  • 80 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q1 2025.

Based on Stratos Wealth Partners's 13F filing for Q1 2025, filed 30 Apr 2025.