UR
FTF icon

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

Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Raymond James Financial Services Advisors
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. 66 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.
  • 66 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.