WAP
FTF

Wealthcare Advisory Partners’s Franklin Limited Duration Income Trust FTF Stock Holding History

Wealthcare Advisory 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
2021
Q2 		– Sell
-1,825
Closed -$17K – 1017
2021
Q1 		$17K Buy
+1,825
New +$17.1K ﹤0.01% 1263
2020
Q2 		– Sell
-1,825
Closed -$14K – 704
2020
Q1 		$14K Buy
+1,825
New +$16.4K ﹤0.01% 821

Other funds holding FTF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthcare Advisory Partners's FTF Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Franklin Limited Duration Income Trust (FTF) in Q2 2021, closing a stake of 1,825 shares — an estimated $17K sold.

Wealthcare Advisory Partners first reported a position in FTF in Q1 2020 and held it in 2 quarters. The position peaked at $17K in Q1 2021. 55 funds tracked by Wall St. Rank hold FTF as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Franklin Limited Duration Income Trust position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 1,825 Franklin Limited Duration Income Trust shares in Q2 2021, an estimated $17K.
  • Wealthcare Advisory Partners first reported a position in Franklin Limited Duration Income Trust in Q1 2020 and held it in 2 quarters.
  • Wealthcare Advisory Partners's Franklin Limited Duration Income Trust position peaked at $17K in Q1 2021.
  • 55 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.