FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

54 hedge funds and large institutions have $47.7M invested in Franklin Limited Duration Income Trust in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 3 closing their positions.

Holders
54
Holders Change
+6
Holders Change %
+12.5%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
16
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Cornerstone Wealth Management
Missouri
$864K
2
CF
2
Centaurus Financial
California
$417K
3
DA
3
Doliver Advisors
Texas
$239K
4
RJA
4
Raymond James & Associates
Florida
$2.24M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.71M

Top Sellers

1
LCM
1
Laurion Capital Management
New York
$0
2
BCI
2
Brinker Capital Investments
Pennsylvania
$3.62M
3
SIA
3
Sit Investment Associates
Minnesota
$10.4M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$336K
5
Cohen & Steers
5
Cohen & Steers
New York
$2.44M
Name Market Value Shares Shares
Change 		Shares
Change %
CIA
26
Capital Investment Advisors
Georgia
$264K 24,215 -4,625 -16%
UBS Group
27
UBS Group
Switzerland
$258K 23,589 +313 +1%
AA
28
Ancora Advisors
Ohio
$244K 22,300 +3,300 +17%
DA
29
Doliver Advisors
Texas
$239K 21,869 +21,869 New
RJT
30
Raymond James Trust
Florida
$198K 18,115 -338 -2%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$194K 17,794 +1,604 +10%
FAAS
32
First Allied Advisory Services
California
$157K 14,536 -3,628 -20%
OC
33
Oppenheimer & Co
New York
$155K 14,150 – –
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$146K 13,355 -135 -1%
CCP
35
Clough Capital Partners
Massachusetts
$146K 13,388 – –
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$140K 12,856 +1,850 +17%
IA
37
IFP Advisors
Florida
$122K 11,135 – –
MML Investors Services
38
MML Investors Services
Massachusetts
$118K 10,806 +10,806 New
Fiera Capital (Canada)
39
Fiera Capital (Canada)
Quebec, Canada
$113K 10,306 +10,306 New
SBIA
40
Sheaff Brock Investment Advisors
Indiana
$109K 10,000 +10,000 New
Citigroup
41
Citigroup
New York
$80K 7,365 +3,825 +108%
SIS
42
Sound Income Strategies
Florida
$62K 5,679 +32 +0.6%
APA
43
American Portfolios Advisors
New York
$55K 5,036 – –
OIA
44
Optimum Investment Advisors
Illinois
$44K 4,000 – –
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$39K 3,591 – –
PFSC
46
Peoples Financial Services Corp
Pennsylvania
$33K 3,000 – –
AOWM
47
Alpha Omega Wealth Management
Virginia
$22K 2,000 – –
QCIG
48
Quad-Cities Investment Group
Iowa
$18K 1,621 +1,621 New
GWM
49
Geneos Wealth Management
Colorado
$17K 1,594 -1,291 -45%
SPIA
50
Steward Partners Investment Advisory
New York
$9K 865 -2,755 -76%
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