FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

47 hedge funds and large institutions have $149M invested in Franklin Limited Duration Income Trust in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
–
Holders Change %
0%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
14
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
1
Laurion Capital Management
New York
$3.77M
2
RVPG
2
Relative Value Partners Group
$5.93M
3
RCM
3
Rivernorth Capital Management
Florida
$14.1M
4
Wells Fargo
4
Wells Fargo
California
$5.23M
5
CCP
5
Clough Capital Partners
Massachusetts
$396K

Top Sellers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$0
2
IA
2
Icon Advisers
Colorado
$6.17M
3
NFG
3
Nations Financial Group
Iowa
$0
4
SIA
4
Sit Investment Associates
Minnesota
$37.8M
5
1CP
5
1607 Capital Partners
Virginia
$7.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
26
Doliver Advisors
Texas
$299K +$5.45K +452 +2%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$266K +$18.3K +1,519 +7%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$248K -$40.8K -3,391 -14%
FAAS
29
First Allied Advisory Services
California
$245K +$16.5K +1,366 +7%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$224K -$152K -12,630 -40%
SIM
31
Strategic Investment Management
Virginia
$204K +$204K +17,000 New
BI
32
Bulldog Investors
New Jersey
$203K +$203K +16,860 New
UBS Group
33
UBS Group
Switzerland
$194K +$50.2K +4,164 +35%
Stifel Financial
34
Stifel Financial
Missouri
$174K +$16.9K +1,405 +11%
OC
35
Oppenheimer & Co
New York
$173K – – –
Fiera Capital (Canada)
36
Fiera Capital (Canada)
Quebec, Canada
$135K +$135K +11,200 New
AG
37
Advisor Group
Arizona
$133K – – –
TFCP
38
Twin Focus Capital Partners
Massachusetts
$132K – – –
HighTower Advisors
39
HighTower Advisors
Illinois
$128K – – –
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$106K +$106K +9,033 New
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$39K – – –
Creative Planning
42
Creative Planning
Kansas
$31K -$94.5K -7,900 -75%
GWM
43
Geneos Wealth Management
Colorado
$17K +$131 +11 +0.8%
AF
44
Allworth Financial
California
$5K -$5K – –
NFG
45
Next Financial Group
Texas
$4K – – –
WAM
46
Wealthspire Advisors (Maryland)
Maryland
$4K – – –
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$1K – – –
Kovitz Investment Group Partners
48
Kovitz Investment Group Partners
Illinois
– -$1.17M -96,640 Closed
NFG
49
Nations Financial Group
Iowa
– -$325K -26,849 Closed
AA
50
AQR Arbitrage
Connecticut
– -$195K -16,100 Closed
1
2
3