FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

51 hedge funds and large institutions have $81M invested in Franklin Limited Duration Income Trust in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 17 increasing their positions, 22 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
-14
Holders Change %
-21.54%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
17
Reduced
22
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
$49.6M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$299K
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$190K
4
CFD
Creative Financial Designs
Indiana
$154K
5
Invesco
Invesco
Georgia
$3.92M

Top Sellers

1
MC
Matisse Capital
Oregon
$0
2
Osaic Holdings
Osaic Holdings
Arizona
$2.5M
3
CRC
Curi RMB Capital
Illinois
$752K
4
NFG
Next Financial Group
Texas
$0
5
SFS
Shaker Financial Services
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$299K +$296K +34,965 +10,758%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$242K -$81.1K -9,578 -25%
DADC
28
D.A. Davidson & Co
Montana
$216K – – –
OC
29
Oppenheimer & Co
New York
$216K +$712 +84 +0.3%
CIA
30
Capital Investment Advisors
Georgia
$202K -$4.24K -500 -2%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$190K +$190K +22,425 New
CCFM
32
Clear Creek Financial Management
Washington
$188K +$3K +352 +2%
AA
33
AQR Arbitrage
Connecticut
$180K +$12.4K +1,459 +7%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$166K +$17.8K +2,106 +12%
CFD
35
Creative Financial Designs
Indiana
$154K +$154K +18,204 New
Fiera Capital (Canada)
36
Fiera Capital (Canada)
Quebec, Canada
$128K +$28.3K +3,353 +28%
Stifel Financial
37
Stifel Financial
Missouri
$124K +$1.09K +128 +0.9%
RJT
38
Raymond James Trust
Florida
$118K -$11.3K -1,327 -9%
SPIA
39
Steward Partners Investment Advisory
New York
$100K +$55.1K +6,497 +122%
Truist Financial
40
Truist Financial
North Carolina
$96K -$3.68K -433 -4%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$73K -$664 -78 -0.9%
SIS
42
Sound Income Strategies
Florida
$50K +$343 +41 +0.7%
EIP
43
Ellis Investment Partners
Pennsylvania
$9K +$246 +31 +3%
CFGS
44
Concourse Financial Group Securities
Alabama
$8K – – –
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$7K -$10.3K -1,223 -60%
GWM
46
Geneos Wealth Management
Colorado
$7K – – –
APA
47
American Portfolios Advisors
New York
$5.92K – – –
PAM
48
Panagora Asset Management
Massachusetts
$4K – – –
AF
49
Allworth Financial
California
$4K – – –
SCA
50
Stonebridge Capital Advisors
Minnesota
$3K – – –
1
2
3