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Sowell Financial Services LLC → FTF
Sowell Financial Services LLC FTF Position History
Franklin Limited Duration Income Trust • Financial Services
Quarters held
5
Latest value
$123K
Q3 2026
Peak value
$142K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $142K |
| Q1 2026 | $134K |
| Q2 2026 | $133K |
| Q3 2026 | $123K |
| Q3 2026 | $123K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $123K | 23.0K | — | — |
| Q3 2026 | $123K | 23.0K | — | — |
| Q2 2026 | $133K | 23.0K | — | — |
| Q1 2026 | $134K | 23.0K | — | — |
| Q4 2025 | $142K | 23.0K | — | — |
Other funds holding FTF
$47.8M
$15.5M
$15.5M
$15.5M
$15M
$15M
$14.7M
$14.5M