FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

47 hedge funds and large institutions have $59.7M invested in Franklin Limited Duration Income Trust in 2017 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 8 closing their positions.

Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
18
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$5.4M
2
GC
2
Guggenheim Capital
Illinois
$3.64M
3
Invesco
3
Invesco
Georgia
$6.94M
4
Cohen & Steers
4
Cohen & Steers
New York
$4.19M
5
DA
5
Doliver Advisors
Texas
$216K

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$0
2
SIA
2
Sit Investment Associates
Minnesota
$17.9M
3
Ameriprise
3
Ameriprise
Minnesota
$0
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$0
5
Wells Fargo
5
Wells Fargo
California
$1.53M
Name Market Value Shares Shares
Change 		Shares
Change %
DA
26
Doliver Advisors
Texas
$216K 18,249 +18,249 New
FAAS
27
First Allied Advisory Services
California
$207K 17,398 -617 -3%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$204K 17,228 +4,435 +35%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$202K 17,060 +952 +6%
OC
30
Oppenheimer & Co
New York
$167K 14,150 +4,000 +39%
CCP
31
Clough Capital Partners
Massachusetts
$158K 13,388 +3,288 +33%
IA
32
IFP Advisors
Florida
$132K 11,135 -13,100 -54%
Stifel Financial
33
Stifel Financial
Missouri
$128K 10,810 -479 -4%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$125K 10,547 +10,547 New
SIS
35
Sound Income Strategies
Florida
$64K 5,627 +5,627 New
APA
36
American Portfolios Advisors
New York
$59.6K 5,036 +5,036 New
SWP
37
Stratos Wealth Partners
Ohio
$47K 4,010 +4,010 New
SPIA
38
Steward Partners Investment Advisory
New York
$42K 3,620 – –
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$42K 3,591 – –
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$38K 3,202 – –
PFSC
41
Peoples Financial Services Corp
Pennsylvania
$35K 3,000 – –
AOWM
42
Alpha Omega Wealth Management
Virginia
$24K 2,000 +2,000 New
GWM
43
Geneos Wealth Management
Colorado
$17K 1,507 +20 +1%
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9K 750 +750 New
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$8K 666 – –
HCM
46
Highlander Capital Management
New Jersey
$6K 500 – –
AF
47
Allworth Financial
California
– – – –
SFSIG
48
San Francisco Sentry Investment Group
California
– – – –
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$1K 83 – –
1CP
50
1607 Capital Partners
Virginia
– – -369,543 Closed
1
2
3