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 %
UBS Group
26
UBS Group
Switzerland
$401K 62,416 -13,062 -17%
Raymond James Financial
27
Raymond James Financial
Florida
$382K 59,511 -71,349 -55%
CFD
28
Creative Financial Designs
Indiana
$362K 56,408 +22,650 +67%
PIA
29
Powell Investment Advisors
Florida
$359K 55,982 +275 +0.5%
AWM
30
Apollon Wealth Management
South Carolina
$259K 40,354 +17,279 +75%
Brown Advisory
31
Brown Advisory
Maryland
$225K 35,100 – –
BlackRock
32
BlackRock
New York
$225K 34,984 +4,940 +16%
SWM
33
SeaCrest Wealth Management
New York
$216K 33,703 -662 -2%
CA
34
CoreCap Advisors
Michigan
$213K 33,247 -2,500 -7%
COLIM
35
City of London Investment Management
United Kingdom
$211K 32,803 – –
AAS
36
Avantax Advisory Services
Texas
$209K 32,625 -2,764 -8%
OC
37
Oppenheimer & Co
New York
$192K 29,867 +496 +2%
LNWWM
38
Laird Norton Wetherby Wealth Management
California
$191K 29,743 +29,743 New
KWM
39
Kingsview Wealth Management
Oregon
$173K 26,912 +26,912 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$167K 26,052 +11,562 +80%
SFS
41
Sowell Financial Services
Arkansas
$158K 24,613 – –
AW
42
Alteri Wealth
California
$153K 23,835 – –
YCM
43
Yakira Capital Management
Connecticut
$149K 23,203 – –
CL
44
Choreo LLC
Illinois
$143K 22,227 -175 -0.8%
WA
45
Waverly Advisors
Alabama
$141K 22,035 -913 -4%
AIS
46
Accredited Investor Services
Minnesota
$134K 20,934 -309 -1%
MFG
47
Merit Financial Group
Georgia
$127K 19,751 +1,520 +8%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$122K 18,949 – –
MC
49
Moors & Cabot
Massachusetts
$122K 19,000 -14,000 -42%
EC
50
Elequin Capital
New York
$108K 16,824 +4,833 +40%
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