FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

65 hedge funds and large institutions have $70.6M invested in Franklin Limited Duration Income Trust in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+10
Holders Change %
+18.18%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
19
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MC
Matisse Capital
Oregon
$2.61M
2
CRC
Curi RMB Capital
Illinois
$1.32M
3
PPA
Parametric Portfolio Associates
Washington
$529K
4
OPS
Orion Portfolio Solutions
Nebraska
$497K
5
RJA
Raymond James & Associates
Florida
$2.72M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$33.2M
2
UBS Group
UBS Group
Switzerland
$719K
3
BCI
Brinker Capital Investments
Pennsylvania
$2.19M
4
Morgan Stanley
Morgan Stanley
New York
$994K
5
HF
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
26
Saba Capital Management
New York
$426K +$426K +54,276 New
SWP
27
Stratos Wealth Partners
Ohio
$421K -$12.1K -1,535 -3%
SWM
28
SeaCrest Wealth Management
New York
$419K -$14K -1,784 -3%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$411K +$14.1K +1,799 +4%
Goldman Sachs
30
Goldman Sachs
New York
$326K +$326K +41,581 New
CL
31
CSS LLC
Illinois
$305K +$3.41K +434 +1%
WAM
32
Wolverine Asset Management
Illinois
$304K +$304K +38,762 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$300K -$5.09K -647 -2%
Koshinski Asset Management
34
Koshinski Asset Management
Illinois
$235K +$3.02K +3,018 +1%
OC
35
Oppenheimer & Co
New York
$199K +$88.1K +11,233 +79%
DADC
36
D.A. Davidson & Co
Montana
$198K – – –
CIA
37
Capital Investment Advisors
Georgia
$191K -$5.65K -720 -3%
SFWC
38
Strategic Family Wealth Counselors
New Jersey
$183K +$183K +23,300 New
LCM
39
Landscape Capital Management
New Jersey
$179K +$179K +22,816 New
CCFM
40
Clear Creek Financial Management
Washington
$171K -$5.54K -704 -3%
AA
41
AQR Arbitrage
Connecticut
$155K +$155K +19,762 New
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$137K -$5.34K -683 -4%
RJT
43
Raymond James Trust
Florida
$120K +$120K +15,235 New
Stifel Financial
44
Stifel Financial
Missouri
$114K +$951 +121 +0.8%
Fiera Capital (Canada)
45
Fiera Capital (Canada)
Quebec, Canada
$93K +$4.83K +613 +5%
Truist Financial
46
Truist Financial
North Carolina
$92K -$12.2K -1,553 -12%
MML Investors Services
47
MML Investors Services
Massachusetts
$82K +$82K +10,499 New
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$68K -$11.9K -1,515 -15%
SIS
49
Sound Income Strategies
Florida
$47K +$317 +40 +0.7%
SPIA
50
Steward Partners Investment Advisory
New York
$41K +$11.1K +1,439 +37%
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