FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

48 hedge funds and large institutions have $134M invested in Franklin Limited Duration Income Trust in 2016 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
48
Holders Change
-2
Holders Change %
-4%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
4
Increased
19
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
Icon Advisers
Colorado
$5.72M
2
SIA
2
Sit Investment Associates
Minnesota
$36M
3
RCM
3
Rivernorth Capital Management
Florida
$11.9M
4
SCM
4
Saba Capital Management
New York
$46.8M
5
IA
5
IFP Advisors
Florida
$296K

Top Sellers

1
FIMG
1
Financial & Investment Management Group
Michigan
$0
2
Invesco
2
Invesco
Georgia
$4.58M
3
AA
3
AQR Arbitrage
Connecticut
$500K
4
PPA
4
Parametric Portfolio Associates
Washington
$0
5
AAM
5
Advisors Asset Management
Colorado
$619K
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
26
Nations Financial Group
Iowa
$307K +$6.9K +595 +2%
IA
27
IFP Advisors
Florida
$296K +$232K +19,973 +363%
State of New Jersey Common Pension Fund D
28
State of New Jersey Common Pension Fund D
New Jersey
$290K – – –
RJFSA
29
Raymond James Financial Services Advisors
Florida
$263K -$57.5K -4,965 -18%
CWM
30
Concert Wealth Management
California
$251K +$133K +11,479 +113%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$246K -$46.7K -4,024 -16%
ICAS
32
Investors Capital Advisory Services
Massachusetts
$238K +$53.5K +4,620 +29%
MFS
33
MSI Financial Services
Massachusetts
$207K +$18.5K +1,594 +10%
FAAS
34
First Allied Advisory Services
California
$199K -$4.64K -400 -2%
OC
35
Oppenheimer & Co
New York
$167K – – –
UBS Group
36
UBS Group
Switzerland
$165K +$13.5K +1,160 +9%
Stifel Financial
37
Stifel Financial
Missouri
$151K -$5.03K -435 -3%
LCM
38
Landscape Capital Management
New Jersey
$137K +$12.9K +1,112 +10%
AG
39
Advisor Group
Arizona
$133K +$133K +11,551 New
DA
40
Doliver Advisors
Texas
$121K +$121K +10,488 New
Citigroup
41
Citigroup
New York
$118K +$118K +10,161 New
HighTower Advisors
42
HighTower Advisors
Illinois
$116K – – –
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$37K +$173 +15 +0.5%
Creative Planning
44
Creative Planning
Kansas
$30K +$1.16K +100 +4%
GWM
45
Geneos Wealth Management
Colorado
$16K -$5.91K -520 -27%
AF
46
Allworth Financial
California
$5K -$5K – –
PCM
47
Penserra Capital Management
California
$3K – – –
ASN
48
Advisory Services Network
Georgia
$3K +$3K +250 New
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$1K – – –
FIMG
50
Financial & Investment Management Group
Michigan
– -$1.12M -98,933 Closed
1
2
3