SAM
FTF

Synergy Asset Management’s Franklin Limited Duration Income Trust FTF Stock Holding History

Synergy Asset 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
2025
Q1 		– Sell
-1,600
Closed -$10.7K – 343
2024
Q4 		$10.7K Buy
+1,600
New +$10.5K ﹤0.01% 459

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

Synergy Asset Management's FTF Position: Q1 2025 in Review

Synergy Asset Management sold out of Franklin Limited Duration Income Trust (FTF) in Q1 2025, closing a stake of 1,600 shares — an estimated $10.7K sold.

Synergy Asset Management first reported a position in FTF in Q4 2024 and held it in 1 quarter. The position peaked at $10.7K in Q4 2024. 80 funds tracked by Wall St. Rank hold FTF as of Q1 2025.

  • Synergy Asset Management reported no remaining Franklin Limited Duration Income Trust position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 1,600 Franklin Limited Duration Income Trust shares in Q1 2025, an estimated $10.7K.
  • Synergy Asset Management first reported a position in Franklin Limited Duration Income Trust in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Franklin Limited Duration Income Trust position peaked at $10.7K in Q4 2024.
  • 80 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.