FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

49 hedge funds and large institutions have $76.1M invested in Franklin Limited Duration Income Trust in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-2
Holders Change %
-3.92%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
21
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
$26M
2
Invesco
Invesco
Georgia
$5.64M
3
AG
Advisor Group
Arizona
$1.5M
4
GC
Guggenheim Capital
Illinois
$1.8M
5
Cohen & Steers
Cohen & Steers
New York
$3.32M

Top Sellers

1
SCM
Saba Capital Management
New York
$3.35M
2
LCM
Laurion Capital Management
New York
$0
3
RCM
Rivernorth Capital Management
Florida
$0
4
RVPG
Relative Value Partners Group
$5.45M
5
Wells Fargo
Wells Fargo
California
$3.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$396K -$3.54K -300 -0.9%
SFS
27
Sowell Financial Services
Arkansas
$392K +$103K +8,712 +36%
GWM
28
Greenwich Wealth Management
Connecticut
$370K -$1.87K -158 -0.5%
CIA
29
Capital Investment Advisors
Georgia
$351K +$35.5K +3,000 +11%
TJHA
30
Thomas J. Herzfeld Advisors
Florida
$339K – – –
IA
31
IFP Advisors
Florida
$287K -$5.92K -500 -2%
LPL Financial
32
LPL Financial
California
$276K -$207K -17,507 -43%
UBS Group
33
UBS Group
Switzerland
$256K -$65.6K -5,549 -20%
FAAS
34
First Allied Advisory Services
California
$214K +$25.7K +2,167 +14%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$212K -$22.5K -1,905 -10%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$203K – – –
Millennium Management
37
Millennium Management
New York
$139K -$46.7K -3,952 -25%
Stifel Financial
38
Stifel Financial
Missouri
$133K -$17.2K -1,455 -11%
TFCP
39
Twin Focus Capital Partners
Massachusetts
$130K – – –
Creative Planning
40
Creative Planning
Kansas
$50K +$19.4K +1,647 +64%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$45K -$53.2K -4,473 -54%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$38K – – –
PFSC
43
Peoples Financial Services Corp
Pennsylvania
$35K – – –
GWM
44
Geneos Wealth Management
Colorado
$17K +$220 +19 +1%
NFG
45
Next Financial Group
Texas
$12K +$12K +1,000 New
VWA
46
V Wealth Advisors
Kansas
$12K +$12K +1,000 New
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$8K -$3.39K -282 -30%
AF
48
Allworth Financial
California
$5K -$5K – –
PCM
49
Penserra Capital Management
California
$4K +$361 +37 +10%
SFSIG
50
San Francisco Sentry Investment Group
California
$2K – – –
1
2
3