FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

55 hedge funds and large institutions have $95.3M invested in Franklin Limited Duration Income Trust in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+5
Holders Change %
+10%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
28
Reduced
14
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$11.9M
2
SIA
2
Sit Investment Associates
Minnesota
$20.1M
3
EML
3
Eos Management LP
New York
$1.62M
4
RCM
4
Rivernorth Capital Management
Florida
$6.92M
5
Invesco
5
Invesco
Georgia
$11.6M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$6.44M
2
DA
2
Doliver Advisors
Texas
$182K
3
WAM
3
Wolverine Asset Management
Illinois
$1.15M
4
PPA
4
Parametric Portfolio Associates
Washington
$0
5
LPL Financial
5
LPL Financial
California
$711K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$523K +$353K +27,015 +208%
UCFA
27
United Capital Financial Advisors
Texas
$523K +$353K +27,015 +208%
U
28
UBS
Switzerland
$428K +$3.17K +242 +0.7%
Wells Fargo
29
Wells Fargo
California
$350K -$5.96K -455 -2%
CWM
30
Cabot Wealth Management
Massachusetts
$337K -$1.81K -138 -0.5%
FAAS
31
First Allied Advisory Services
California
$336K -$12.2K -923 -4%
AIG
32
American International Group
New York
$331K +$497 +38 +0.2%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$276K +$380 +29 +0.1%
HK
34
Horizon Kinetics
New York
$253K -$26.9K -2,062 -10%
SFS
35
Shaker Financial Services
Virginia
$249K +$105K +8,044 +73%
OC
36
Oppenheimer & Co
New York
$248K – – –
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$216K +$26.4K +2,021 +14%
DI
38
Dalton Investments
Nevada
$210K +$3.46K +265 +2%
LCM
39
Landscape Capital Management
New Jersey
$196K +$196K +14,989 New
ICAS
40
Investors Capital Advisory Services
Massachusetts
$183K -$1.01K -77 -0.5%
DA
41
Doliver Advisors
Texas
$182K -$358K -27,414 -66%
CS
42
Credit Suisse
Switzerland
$168K +$15.4K +1,174 +10%
B
43
Baird
Wisconsin
$159K +$19.8K +1,514 +14%
Northern Trust
44
Northern Trust
Illinois
$134K +$134K +10,224 New
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$107K +$1.06K +81 +1%
Creative Planning
46
Creative Planning
Kansas
$59K -$19.6K -1,500 -25%
NFG
47
Next Financial Group
Texas
$35K +$35K +2,720 New
TCM
48
TD Capital Management
Tennessee
$15K +$15K +1,168 New
HCM
49
Highlander Capital Management
New Jersey
$10.5K – – –
OIA
50
Optimum Investment Advisors
Illinois
$9K – – –
1
2
3