FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

51 hedge funds and large institutions have $96.5M invested in Franklin Limited Duration Income Trust in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+4
Holders Change %
+8.51%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
15
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
1
Laurion Capital Management
New York
$8.59M
2
Ameriprise
2
Ameriprise
Minnesota
$1.26M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.84M
4
Cohen & Steers
4
Cohen & Steers
New York
$2.21M
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$820K

Top Sellers

1
SCM
1
Saba Capital Management
New York
$20.5M
2
SIA
2
Sit Investment Associates
Minnesota
$23.3M
3
RCM
3
Rivernorth Capital Management
Florida
$3.59M
4
IA
4
Icon Advisers
Colorado
$0
5
1CP
5
1607 Capital Partners
Virginia
$5.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
TJHA
26
Thomas J. Herzfeld Advisors
Florida
$343K +$343K +28,651 New
UBS Group
27
UBS Group
Switzerland
$325K +$133K +11,091 +69%
CIA
28
Capital Investment Advisors
Georgia
$319K – – –
IA
29
IFP Advisors
Florida
$296K -$4.13K -345 -1%
SFS
30
Sowell Financial Services
Arkansas
$291K +$291K +24,317 New
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$290K +$290K +24,213 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$237K -$27.1K -2,269 -10%
Koshinski Asset Management
33
Koshinski Asset Management
Illinois
$236K +$236K +19,705 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$206K -$17.3K -1,448 -8%
FAAS
35
First Allied Advisory Services
California
$190K -$53.7K -4,481 -22%
Millennium Management
36
Millennium Management
New York
$188K +$188K +15,710 New
Stifel Financial
37
Stifel Financial
Missouri
$152K -$21K -1,757 -12%
SG Americas Securities
38
SG Americas Securities
New York
$133K +$133K +11,151 New
TFCP
39
Twin Focus Capital Partners
Massachusetts
$132K – – –
AG
40
Advisor Group
Arizona
$129K -$3.53K -295 -3%
CRC
41
Curi RMB Capital
Illinois
$126K +$126K +10,508 New
OC
42
Oppenheimer & Co
New York
$121K -$50.7K -4,250 -30%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$99K -$9.33K -778 -9%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$38K – – –
PFSC
45
Peoples Financial Services Corp
Pennsylvania
$36K +$36K +3,000 New
Creative Planning
46
Creative Planning
Kansas
$31K – – –
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$25K +$24K +2,044 +2,463%
GWM
48
Geneos Wealth Management
Colorado
$17K +$223 +19 +1%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$11K +$11K +948 New
WAM
50
Wealthspire Advisors (Maryland)
Maryland
$6K +$1.97K +166 +49%
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