FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

48 hedge funds and large institutions have $53.8M invested in Franklin Limited Duration Income Trust in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
12
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
Laurion Capital Management
New York
$2.28M
2
GC
Guggenheim Capital
Illinois
$4.1M
3
SG Americas Securities
SG Americas Securities
New York
$564K
4
RJFSA
Raymond James Financial Services Advisors
Florida
$546K
5
BCI
Brinker Capital Investments
Pennsylvania
$5.5M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$12M
2
Wells Fargo
Wells Fargo
California
$528K
3
Cohen & Steers
Cohen & Steers
New York
$3.12M
4
RJA
Raymond James & Associates
Florida
$2.07M
5
Invesco
Invesco
Georgia
$6.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
26
Capital Investment Advisors
Georgia
$322K -$53.8K -4,820 -14%
UBS Group
27
UBS Group
Switzerland
$260K -$58.5K -5,235 -18%
AA
28
Ancora Advisors
Ohio
$212K -$11.2K -1,000 -5%
RJT
29
Raymond James Trust
Florida
$206K -$29.7K -2,662 -13%
FAAS
30
First Allied Advisory Services
California
$202K +$8.52K +766 +4%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$181K -$11.6K -1,038 -6%
OC
32
Oppenheimer & Co
New York
$158K – – –
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$151K -$40K -3,570 -21%
CCP
34
Clough Capital Partners
Massachusetts
$150K – – –
IA
35
IFP Advisors
Florida
$132K – – –
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$123K +$5.13K +459 +4%
SIS
37
Sound Income Strategies
Florida
$63K +$223 +20 +0.4%
APA
38
American Portfolios Advisors
New York
$56.3K – – –
OIA
39
Optimum Investment Advisors
Illinois
$45K +$45K +4,000 New
SPIA
40
Steward Partners Investment Advisory
New York
$40K – – –
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$40K – – –
Citigroup
42
Citigroup
New York
$40K +$40K +3,540 New
PFSC
43
Peoples Financial Services Corp
Pennsylvania
$34K – – –
GWM
44
Geneos Wealth Management
Colorado
$32K +$15.3K +1,378 +91%
AOWM
45
Alpha Omega Wealth Management
Virginia
$22K – – –
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
AF
47
Allworth Financial
California
$5K -$5K – –
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$4K -$34.5K -2,869 -90%
SFSIG
49
San Francisco Sentry Investment Group
California
$2K -$2K – –
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$1K – – –
1
2
3