FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

54 hedge funds and large institutions have $96.9M invested in Franklin Limited Duration Income Trust in 2019 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
-4
Holders Change %
-6.9%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
19
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Shaker Financial Services
Virginia
+$415K
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$317K
3
UBS Group
UBS Group
Switzerland
+$309K
4
RCM
Rivernorth Capital Management
Florida
+$205K
5
MAFM
Mid Atlantic Financial Management
Pennsylvania
+$123K

Top Sellers

1
Invesco
Invesco
Georgia
-$970K
2
SIA
Sit Investment Associates
Minnesota
-$652K
3
Morgan Stanley
Morgan Stanley
New York
-$584K
4
LCM
Landscape Capital Management
New Jersey
-$584K
5
CCP
Clough Capital Partners
Massachusetts
-$322K
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
26
First Allied Advisory Services
California
$337K +$103K +10,623 +44%
SWM
27
SeaCrest Wealth Management
New York
$320K -$3.47K -360 -1%
Wells Fargo
28
Wells Fargo
California
$277K +$12.9K +1,346 +5%
DADC
29
D.A. Davidson & Co
Montana
$270K – – –
CIA
30
Capital Investment Advisors
Georgia
$243K +$5.78K +600 +2%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$203K +$10.4K +1,080 +5%
AA
32
AQR Arbitrage
Connecticut
$196K -$70.9K -7,350 -27%
LCM
33
Landscape Capital Management
New Jersey
$150K -$584K -60,690 -80%
OC
34
Oppenheimer & Co
New York
$137K – – –
BTS
35
BB&T Securities
Virginia
$128K +$67 +7 +0.1%
WAM
36
Wolverine Asset Management
Illinois
$121K -$80K -8,375 -40%
Stifel Financial
37
Stifel Financial
Missouri
$112K -$1.41K -146 -1%
Fiera Capital (Canada)
38
Fiera Capital (Canada)
Quebec, Canada
$110K -$13.6K -1,411 -11%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$106K -$135 -14 -0.1%
EIP
40
Ellis Investment Partners
Pennsylvania
$99K +$99K +10,300 New
CF
41
Centaurus Financial
California
$80.2K +$6.23K +60 +8%
SIS
42
Sound Income Strategies
Florida
$56K +$329 +34 +0.6%
IA
43
IFP Advisors
Florida
$53K – – –
APA
44
American Portfolios Advisors
New York
$48.5K – – –
PFSC
45
Peoples Financial Services Corp
Pennsylvania
$29K – – –
CFGS
46
Concourse Financial Group Securities
Alabama
$22K – – –
CIAS
47
Capital Investment Advisory Services
North Carolina
$21K – – –
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$18K – – –
GWM
49
Geneos Wealth Management
Colorado
$15K – – –
FANJ
50
Financial Architects (New Jersey)
New Jersey
$14K +$14K +1,500 New
1
2
3