Back to FTF
Capital Investment Advisors, LLC → FTF
Capital Investment Advisors, LLC FTF Position History
Franklin Limited Duration Income Trust • Financial Services
Quarters held
5
Latest value
$270K
Q3 2026
Peak value
$282K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $93K |
| Q1 2026 | $97K |
| Q1 2026 | $97K |
| Q2 2026 | $282K |
| Q3 2026 | $270K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $270K | 50.5K | — | — |
| Q2 2026 | $282K | 48.8K | — | — |
| Q1 2026 | $97K | 16.7K | — | — |
| Q1 2026 | $97K | 16.7K | — | — |
| Q4 2025 | $93K | 15.1K | — | — |
Other funds holding FTF
$47.8M
$15.5M
$15.5M
$15.5M
$15M
$15M
$14.7M
$14.5M