FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

45 hedge funds and large institutions have $62.7M invested in Franklin Limited Duration Income Trust in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
-4
Holders Change %
-8.16%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
15
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
$2.22M
2
GC
Guggenheim Capital
Illinois
$2.76M
3
First Trust Advisors
First Trust Advisors
Illinois
$1.44M
4
Invesco
Invesco
Georgia
$6.15M
5
RJA
Raymond James & Associates
Florida
$2.8M

Top Sellers

1
RVPG
Relative Value Partners Group
$0
2
SIA
Sit Investment Associates
Minnesota
$21.4M
3
SCM
Saba Capital Management
New York
$0
4
Wells Fargo
Wells Fargo
California
$2.27M
5
Morgan Stanley
Morgan Stanley
New York
$2.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
26
IFP Advisors
Florida
$291K – – –
UBS Group
27
UBS Group
Switzerland
$247K -$12.4K -1,038 -5%
RJT
28
Raymond James Trust
Florida
$228K +$228K +18,990 New
FAAS
29
First Allied Advisory Services
California
$217K – – –
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$193K -$21.9K -1,826 -10%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$153K -$52.6K -4,401 -26%
Stifel Financial
32
Stifel Financial
Missouri
$136K +$554 +46 +0.4%
TFCP
33
Twin Focus Capital Partners
Massachusetts
$132K – – –
OC
34
Oppenheimer & Co
New York
$122K +$122K +10,150 New
CCP
35
Clough Capital Partners
Massachusetts
$121K -$311K -26,000 -72%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$43K -$2.29K -191 -5%
SPIA
37
Steward Partners Investment Advisory
New York
$43K +$43K +3,620 New
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$38K – – –
PFSC
39
Peoples Financial Services Corp
Pennsylvania
$36K – – –
NFG
40
Next Financial Group
Texas
$24K +$12K +1,000 +100%
GWM
41
Geneos Wealth Management
Colorado
$17K +$229 +20 +1%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
HCM
43
Highlander Capital Management
New Jersey
$6K +$6K +500 New
AF
44
Allworth Financial
California
$5K -$5K – –
PCM
45
Penserra Capital Management
California
$3K -$1.27K -122 -30%
SFSIG
46
San Francisco Sentry Investment Group
California
$2K -$2K – –
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$1K – – –
RVPG
48
Relative Value Partners Group
– -$5.45M -460,697 Closed
SCM
49
Saba Capital Management
New York
– -$3.35M -283,039 Closed
CWM
50
Cornerstone Wealth Management
Missouri
– -$486K -40,861 Closed
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