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Franklin Limited Duration Income Trust

86 hedge funds and large institutions have $85.7M invested in Franklin Limited Duration Income Trust in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 29

1.61% less ownership

Funds ownership: 37.99%36.38% (-1.6%)

9% less capital invested

Capital invested by funds: $94.5M → $85.7M (-$8.77M)

12% less funds holding

Funds holding: 9886 (-12)

53% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 15

Holders
86
Holders Change
-12
Holders Change %
-12.24%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
30
Reduced
29
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EMAM
26
Encompass More Asset Management
California
$518K -$14.9K -2,452 -3%
FIT
27
Financially in Tune
Massachusetts
$483K
PAG
28
Private Advisor Group
New Jersey
$459K -$33.6K -5,515 -7%
Koshinski Asset Management
29
Koshinski Asset Management
Illinois
$442K
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$397K +$15.4K +2,538 +4%
Stifel Financial
31
Stifel Financial
Missouri
$368K +$152 +25 +0%
PIA
32
Powell Investment Advisors
Florida
$350K +$1.93K +317 +0.5%
COLIM
33
City of London Investment Management
United Kingdom
$349K
Raymond James Financial
34
Raymond James Financial
Florida
$340K -$1.11K -182 -0.3%
UBS Group
35
UBS Group
Switzerland
$339K -$88.6K -14,555 -20%
AWM
36
Apollon Wealth Management
South Carolina
$301K +$2.47K +406 +0.8%
KA
37
Kovack Advisors
Florida
$233K +$58.1K +9,544 +31%
OC
38
Oppenheimer & Co
New York
$203K +$4K +658 +2%
SWM
39
SeaCrest Wealth Management
New York
$185K -$12K -1,966 -6%
POIA
40
Pin Oak Investment Advisors
Texas
$181K
IA
41
Integrity Alliance
Iowa
$178K -$73 -12 -0%
BlackRock
42
BlackRock
New York
$159K +$6.69K +1,099 +4%
CL
43
Choreo LLC
Illinois
$145K +$7.37K +1,211 +5%
AW
44
Alteri Wealth
California
$139K
SI
45
Stephens Inc
Arkansas
$138K +$77K +12,649 +115%
Brown Advisory
46
Brown Advisory
Maryland
$135K
SFS
47
Sowell Financial Services
Arkansas
$134K
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$134K -$7.5K -1,233 -5%
AIS
49
Accredited Investor Services
Minnesota
$130K -$3.48K -571 -3%
IAS
50
Integrity Advisory Solutions
Texas
$124K +$17.8K +2,924 +16%