UR
FTF

USCA RIA’s Franklin Limited Duration Income Trust FTF Stock Holding History

USCA RIA’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
Q1 		– Sell
-11,802
Closed -$113K – 433
2019
Q4 		$113K Buy
+11,802
New +$110K 0.01% 454

Other funds holding FTF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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
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

USCA RIA's FTF Position: Q1 2020 in Review

USCA RIA sold out of Franklin Limited Duration Income Trust (FTF) in Q1 2020, closing a stake of 11,802 shares — an estimated $113K sold.

USCA RIA first reported a position in FTF in Q4 2019 and held it in 1 quarter. The position peaked at $113K in Q4 2019. 67 funds tracked by Wall St. Rank hold FTF as of Q1 2020.

  • USCA RIA reported no remaining Franklin Limited Duration Income Trust position as of Q1 2020 after selling out during the quarter.
  • USCA RIA sold 11,802 Franklin Limited Duration Income Trust shares in Q1 2020, an estimated $113K.
  • USCA RIA first reported a position in Franklin Limited Duration Income Trust in Q4 2019 and held it in 1 quarter.
  • USCA RIA's Franklin Limited Duration Income Trust position peaked at $113K in Q4 2019.
  • 67 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q1 2020.

Based on USCA RIA's 13F filing for Q1 2020, filed 13 Apr 2020.