FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

55 hedge funds and large institutions have $85.3M invested in Franklin Limited Duration Income Trust in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+3
Holders Change %
+5.77%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
18
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
$44.9M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$2.23M
3
LPL Financial
LPL Financial
California
$1.87M
4
NFG
Next Financial Group
Texas
$736K
5
UBS Group
UBS Group
Switzerland
$1.72M

Top Sellers

1
SFS
Shaker Financial Services
Virginia
$725K
2
BCI
Brinker Capital Investments
Pennsylvania
$3.41M
3
Invesco
Invesco
Georgia
$4.15M
4
Cohen & Steers
Cohen & Steers
New York
$2.01M
5
NL
NWAM LLC
Washington
$422K
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
26
First Allied Advisory Services
California
$400K +$201 +21 +0.1%
AG
27
Advisor Group
Arizona
$378K +$158K +16,496 +72%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$372K +$103K +10,775 +38%
CL
29
CSS LLC
Illinois
$368K – – –
CIA
30
Capital Investment Advisors
Georgia
$240K -$1.68K -175 -0.7%
DADC
31
D.A. Davidson & Co
Montana
$231K -$22.6K -2,500 -9%
CCFM
32
Clear Creek Financial Management
Washington
$218K -$59.3K -6,098 -21%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$174K +$174K +18,195 New
Stifel Financial
34
Stifel Financial
Missouri
$138K +$138K +14,382 New
OC
35
Oppenheimer & Co
New York
$136K – – –
Truist Financial
36
Truist Financial
North Carolina
$127K +$127K +13,283 New
HF
37
HRT Financial
New York
$124K +$124K +13,010 New
UR
38
USCA RIA
Texas
$113K +$113K +11,802 New
Fiera Capital (Canada)
39
Fiera Capital (Canada)
Quebec, Canada
$107K – – –
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$98K +$1.64K +170 +2%
FIA
41
FNY Investment Advisers
New York
$60K +$60K +6,340 New
SIS
42
Sound Income Strategies
Florida
$56K +$342 +36 +0.6%
SPIA
43
Steward Partners Investment Advisory
New York
$37K – – –
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$18K +$319 +33 +2%
APA
45
American Portfolios Advisors
New York
$16.3K – – –
EIP
46
Ellis Investment Partners
Pennsylvania
$12K -$3.61K -388 -23%
CFGS
47
Concourse Financial Group Securities
Alabama
$12K +$8.87K +950 +283%
RIA
48
Realta Investment Advisors
Delaware
$9K – – –
GWM
49
Geneos Wealth Management
Colorado
$8K – – –
GWMIA
50
Global Wealth Management Investment Advisory
Florida
$7K – – –
1
2
3