FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

47 hedge funds and large institutions have $145M invested in Franklin Limited Duration Income Trust in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
47
Holders Change
-1
Holders Change %
-2.08%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
7
Increased
20
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$4.77M
2
RVPG
2
Relative Value Partners Group
$3.93M
3
IA
3
Icon Advisers
Colorado
$7.3M
4
RCM
4
Rivernorth Capital Management
Florida
$13.6M
5
SIA
5
Sit Investment Associates
Minnesota
$38.3M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$0
2
Invesco
2
Invesco
Georgia
$3.71M
3
AAM
3
Advisors Asset Management
Colorado
$0
4
AA
4
AQR Arbitrage
Connecticut
$195K
5
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
26
Doliver Advisors
Texas
$294K +$167K +13,850 +132%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$290K +$15.9K +1,317 +6%
MFS
28
MSI Financial Services
Massachusetts
$255K +$39.3K +3,242 +18%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$249K -$7.57K -626 -3%
FAAS
30
First Allied Advisory Services
California
$229K +$21.6K +1,788 +10%
AA
31
AQR Arbitrage
Connecticut
$195K -$327K -26,966 -63%
OC
32
Oppenheimer & Co
New York
$174K – – –
Stifel Financial
33
Stifel Financial
Missouri
$157K – – –
UBS Group
34
UBS Group
Switzerland
$144K -$27.4K -2,273 -16%
AG
35
Advisor Group
Arizona
$134K -$5.7K -471 -4%
TFCP
36
Twin Focus Capital Partners
Massachusetts
$133K +$133K +11,000 New
HighTower Advisors
37
HighTower Advisors
Illinois
$129K +$7.68K +633 +6%
Creative Planning
38
Creative Planning
Kansas
$127K +$95.6K +7,900 +305%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$39K – – –
Citigroup
40
Citigroup
New York
$31K -$90.1K -7,560 -74%
GWM
41
Geneos Wealth Management
Colorado
$17K +$120 +10 +0.7%
WP
42
WealthPLAN Partners
Nebraska
$12.1K +$12.1K +1,000 New
AF
43
Allworth Financial
California
$5K -$5K – –
NFG
44
Next Financial Group
Texas
$4K +$4K +300 New
WAM
45
Wealthspire Advisors (Maryland)
Maryland
$4K +$4K +339 New
TRCT
46
Tower Research Capital (TRC)
New York
$2K +$2K +200 New
HW
47
Hedeker Wealth
Illinois
$1.17K +$1.17K +14 New
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$1K – – –
Koshinski Asset Management
49
Koshinski Asset Management
Illinois
– -$2.81M -242,282 Closed
AAM
50
Advisors Asset Management
Colorado
– -$619K -53,338 Closed
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2
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