FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

81 hedge funds and large institutions have $87.2M invested in Franklin Limited Duration Income Trust in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 6 closing their positions.

Holders
81
Holders Change
+2
Holders Change %
+2.53%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
28
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$6.68M
2
SFS
2
Shaker Financial Services
Virginia
$4.32M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$707K
4
PCM
4
Penserra Capital Management
California
$7.11M
5
Morgan Stanley
5
Morgan Stanley
New York
$18.8M

Top Sellers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$1.48M
2
1CP
2
1607 Capital Partners
Virginia
$0
3
Raymond James Financial
3
Raymond James Financial
Florida
$382K
4
IA
4
Integrity Alliance
Iowa
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.13M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$18.8M 2,920,610 +30,611 +1%
LPL Financial
2
LPL Financial
California
$9.91M 1,543,762 -40,395 -3%
PCM
3
Penserra Capital Management
California
$7.11M 1,108,227 +32,741 +3%
AAM
4
Advisors Asset Management
Colorado
$6.68M 1,040,829 +208,236 +25%
GC
5
Guggenheim Capital
Illinois
$5.75M 895,982 -27,248 -3%
Invesco
6
Invesco
Georgia
$5.28M 821,918 +30,220 +4%
Wells Fargo
7
Wells Fargo
California
$5.04M 785,670 +15,716 +2%
SFS
8
Shaker Financial Services
Virginia
$4.32M 672,153 +123,481 +23%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$2.93M 456,578 – –
GA
10
GraniteShares Advisors
New York
$2.73M 424,579 +26,532 +7%
Pathstone Holdings
11
Pathstone Holdings
New Jersey
$1.48M 229,834 -634,054 -73%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.13M 170,437 -63,010 -27%
Bank of America
13
Bank of America
North Carolina
$1.11M 172,847 +14,821 +9%
KAS
14
Kestra Advisory Services
Texas
$1.11M 172,544 +2,410 +1%
RC
15
Rareview Capital
Nevada
$1.08M 168,741 -17,325 -9%
FPGK
16
Financial Partners Group (Kansas)
Kansas
$771K 120,140 -10,235 -8%
NA
17
NewEdge Advisors
Louisiana
$741K 115,479 -3,400 -3%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$707K 110,142 +34,738 +46%
RAM
19
Readystate Asset Management
Illinois
$678K 105,637 -1,700 -2%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$589K 91,674 +1,581 +2%
EMAM
21
Encompass More Asset Management
California
$581K 90,449 +2,073 +2%
PAG
22
Private Advisor Group
New Jersey
$545K 84,854 -8,936 -10%
Koshinski Asset Management
23
Koshinski Asset Management
Illinois
$513K 79,920 +46 +0.1%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$497K 77,355 +4,533 +6%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$431K 67,116 -1,963 -3%
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