FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

52 hedge funds and large institutions have $76.9M invested in Franklin Limited Duration Income Trust in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
1.14%
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
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$2.72M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$3.63M
3
UBS Group
3
UBS Group
Switzerland
$1.45M
4
Wells Fargo
4
Wells Fargo
California
$768K
5
SFS
5
Shaker Financial Services
Virginia
$1.4M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$41.4M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$0
3
AG
3
Advisor Group
Arizona
$214K
4
Invesco
4
Invesco
Georgia
$4.33M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.45M
Name Market Value Shares Shares
Change 		Shares
Change %
CCFM
26
Clear Creek Financial Management
Washington
$264K 28,515 -3,733 -12%
DADC
27
D.A. Davidson & Co
Montana
$261K 28,055 – –
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$261K 28,029 +6,231 +29%
CIA
29
Capital Investment Advisors
Georgia
$235K 25,225 – –
AG
30
Advisor Group
Arizona
$214K 22,983 -142,088 -86%
OC
31
Oppenheimer & Co
New York
$131K 14,150 – –
BTS
32
BB&T Securities
Virginia
$125K 13,275 -553 -4%
Fiera Capital (Canada)
33
Fiera Capital (Canada)
Quebec, Canada
$104K 11,203 -833 -7%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$94K 10,001 +3,460 +53%
SIS
35
Sound Income Strategies
Florida
$54K 5,851 +36 +0.6%
SPIA
36
Steward Partners Investment Advisory
New York
$35K 3,865 – –
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$17K 1,827 – –
APA
38
American Portfolios Advisors
New York
$15.8K 1,700 – –
EIP
39
Ellis Investment Partners
Pennsylvania
$15K 1,677 -1,483 -47%
FANJ
40
Financial Architects (New Jersey)
New Jersey
$14K 1,500 – –
RIA
41
Realta Investment Advisors
Delaware
$9K 1,006 – –
GWM
42
Geneos Wealth Management
Colorado
$8K 864 – –
PAM
43
Panagora Asset Management
Massachusetts
$8K 885 +885 New
GWMIA
44
Global Wealth Management Investment Advisory
Florida
$6K 691 – –
RCM
45
Rivernorth Capital Management
Florida
$5.07K 544,303 -382,372 -41%
AF
46
Allworth Financial
California
$4K 450 +450 New
CFGS
47
Concourse Financial Group Securities
Alabama
$3K 336 -1,677 -83%
SCA
48
Stonebridge Capital Advisors
Minnesota
$3K 300 – –
Citigroup
49
Citigroup
New York
$3K 376 +10 +3%
WAM
50
Wolverine Asset Management
Illinois
$1K 200 +200 New
1
2
3