FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

51 hedge funds and large institutions have $86.6M invested in Franklin Limited Duration Income Trust in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
-3
Holders Change %
-5.56%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
19
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CF
1
Centaurus Financial
California
$806K
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$3.33M
3
Wells Fargo
3
Wells Fargo
California
$666K
4
RJA
4
Raymond James & Associates
Florida
$2.16M
5
UBS Group
5
UBS Group
Switzerland
$1.34M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$46.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.76M
3
Invesco
3
Invesco
Georgia
$5.24M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$0
5
Bank of America
5
Bank of America
North Carolina
$826K
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
26
CSS LLC
Illinois
$370K +$3.27K +339 +0.9%
FAAS
27
First Allied Advisory Services
California
$326K -$8.79K -914 -3%
CCFM
28
Clear Creek Financial Management
Washington
$313K +$313K +32,248 New
DADC
29
D.A. Davidson & Co
Montana
$270K – – –
CIA
30
Capital Investment Advisors
Georgia
$243K – – –
CCP
31
Clough Capital Partners
Massachusetts
$233K -$186K -19,300 -44%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$210K +$7.32K +760 +4%
OC
33
Oppenheimer & Co
New York
$137K – – –
BTS
34
BB&T Securities
Virginia
$133K +$4.53K +471 +4%
Fiera Capital (Canada)
35
Fiera Capital (Canada)
Quebec, Canada
$116K +$5.89K +611 +5%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$63K -$42.8K -4,446 -40%
SIS
37
Sound Income Strategies
Florida
$56K +$337 +35 +0.6%
SPIA
38
Steward Partners Investment Advisory
New York
$37K +$37K +3,865 New
EIP
39
Ellis Investment Partners
Pennsylvania
$30K -$67.8K -7,140 -69%
PFSC
40
Peoples Financial Services Corp
Pennsylvania
$29K – – –
CFGS
41
Concourse Financial Group Securities
Alabama
$20K -$2.88K -290 -13%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$18K – – –
APA
43
American Portfolios Advisors
New York
$16.4K -$32.1K -3,336 -66%
FANJ
44
Financial Architects (New Jersey)
New Jersey
$14K – – –
RIA
45
Realta Investment Advisors
Delaware
$10K +$10K +1,006 New
RCM
46
Rivernorth Capital Management
Florida
$8.92K -$1.98K -205,399 -18%
GWM
47
Geneos Wealth Management
Colorado
$8K -$6.76K -730 -46%
GWMIA
48
Global Wealth Management Investment Advisory
Florida
$7K – – –
AF
49
Allworth Financial
California
$4K -$4K – –
Citigroup
50
Citigroup
New York
$4K +$109 +10 +3%
1
2
3