FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

55 hedge funds and large institutions have $110M invested in Franklin Limited Duration Income Trust in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+7
Holders Change %
+14.58%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
11
Increased
12
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$26M
2
1CP
2
1607 Capital Partners
Virginia
$5.46M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.88M
4
NL
4
NWAM LLC
Washington
$820K
5
CRC
5
Curi RMB Capital
Illinois
$769K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$29.8M
2
AAM
2
Advisors Asset Management
Colorado
$2.9M
3
Invesco
3
Invesco
Georgia
$6.96M
4
RVPG
4
Relative Value Partners Group
$2.53M
5
FIMG
5
Financial & Investment Management Group
Michigan
$2.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$440K -$17.6K -1,637 -4%
DADC
27
D.A. Davidson & Co
Montana
$398K -$105K -9,824 -21%
CIA
28
Capital Investment Advisors
Georgia
$395K -$11.5K -1,075 -3%
SG Americas Securities
29
SG Americas Securities
New York
$344K +$344K +32,098 New
IA
30
IFP Advisors
Florida
$307K +$307K +28,635 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$288K +$40.1K +3,737 +16%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$279K -$211K -19,695 -43%
NFG
33
Nations Financial Group
Iowa
$263K +$263K +24,574 New
UBS Group
34
UBS Group
Switzerland
$239K +$4K +372 +2%
FAAS
35
First Allied Advisory Services
California
$195K -$13.1K -1,230 -6%
Wells Fargo
36
Wells Fargo
California
$194K -$147K -13,665 -43%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$194K -$9.84K -918 -5%
WAM
38
Weiss Asset Management
Massachusetts
$194K +$194K +18,115 New
ICAS
39
Investors Capital Advisory Services
Massachusetts
$170K -$56.6K -5,311 -25%
MFS
40
MSI Financial Services
Massachusetts
$169K +$169K +15,725 New
Baird Financial Group
41
Baird Financial Group
Wisconsin
$156K +$750 +70 +0.5%
OC
42
Oppenheimer & Co
New York
$154K -$10.7K -1,000 -6%
Stifel Financial
43
Stifel Financial
Missouri
$145K – – –
AIG
44
American International Group
New York
$138K – – –
GC
45
Guggenheim Capital
Illinois
$123K +$10.9K +1,018 +10%
MC
46
Matisse Capital
Oregon
$114K +$114K +10,600 New
HighTower Advisors
47
HighTower Advisors
Illinois
$107K – – –
Creative Planning
48
Creative Planning
Kansas
$48K – – –
BA
49
BlackRock Advisors
Delaware
$27K -$36.3K -3,428 -57%
DAM
50
Delta Asset Management
Tennessee
$10K – – –
1
2
3