Wall Capital Group’s Franklin Limited Duration Income Trust FTF Stock Holding History

Wall Capital Group’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
2023 Q4	$69.5K	Buy	+11,176	New	+$68.2K	0.08%	23

Other funds holding FTF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wall Capital Group's FTF Position: Q4 2023 in Review

Wall Capital Group opened a new position in Franklin Limited Duration Income Trust (FTF) in Q4 2023: 11,176 shares worth $69.5K. The stake represents 0.08% of the portfolio and ranks #23 among its holdings.

73 funds tracked by Wall St. Rank hold FTF as of Q4 2023.

Wall Capital Group held 11,176 shares of Franklin Limited Duration Income Trust worth $69.5K as of Q4 2023.
Franklin Limited Duration Income Trust was a new Wall Capital Group position in Q4 2023.
Franklin Limited Duration Income Trust made up 0.08% of Wall Capital Group's portfolio in Q4 2023, its #23 holding.
73 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q4 2023.

Based on Wall Capital Group's 13F filing for Q4 2023, filed 8 Feb 2024.