FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

48 hedge funds and large institutions have $80.5M invested in Franklin Limited Duration Income Trust in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
-3
Holders Change %
-5.88%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
12
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
$52.9M
2
Osaic Holdings
Osaic Holdings
Arizona
$3.23M
3
CWA
Capital Wealth Alliance
Arizona
$375K
4
CF
Centaurus Financial
California
$730K
5
RJFSA
Raymond James Financial Services Advisors
Florida
$1.7M

Top Sellers

1
YCM
Yakira Capital Management
Connecticut
$0
2
Invesco
Invesco
Georgia
$2.9M
3
CRC
Curi RMB Capital
Illinois
$0
4
GC
Guggenheim Capital
Illinois
$1.16M
5
RJA
Raymond James & Associates
Florida
$2.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
26
Oppenheimer & Co
New York
$225K +$7.66K +897 +4%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$219K +$27.3K +3,194 +14%
DADC
28
D.A. Davidson & Co
Montana
$218K – – –
CIA
29
Capital Investment Advisors
Georgia
$203K – – –
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$160K -$7.51K -879 -4%
CFD
31
Creative Financial Designs
Indiana
$158K +$2.83K +332 +2%
KAS
32
Kestra Advisory Services
Texas
$145K +$145K +17,050 New
Fiera Capital (Canada)
33
Fiera Capital (Canada)
Quebec, Canada
$129K – – –
Stifel Financial
34
Stifel Financial
Missouri
$126K +$1.01K +118 +0.8%
RJT
35
Raymond James Trust
Florida
$119K – – –
SPIA
36
Steward Partners Investment Advisory
New York
$101K – – –
Truist Financial
37
Truist Financial
North Carolina
$96K +$110 +13 +0.1%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$62K -$11.6K -1,350 -16%
SIS
39
Sound Income Strategies
Florida
$51K +$323 +38 +0.6%
Barclays
40
Barclays
United Kingdom
$13K +$13K +1,407 New
CFGS
41
Concourse Financial Group Securities
Alabama
$8K – – –
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$7K – – –
GWM
43
Geneos Wealth Management
Colorado
$7K – – –
APA
44
American Portfolios Advisors
New York
$5.97K – – –
EIP
45
Ellis Investment Partners
Pennsylvania
$4K -$3.8K -553 -49%
AF
46
Allworth Financial
California
$4K – – –
PAM
47
Panagora Asset Management
Massachusetts
$4K – – –
Koshinski Asset Management
48
Koshinski Asset Management
Illinois
$1.85K +$1.85K +212,657 New
YCM
49
Yakira Capital Management
Connecticut
– -$1.06M -125,713 Closed
CRC
50
Curi RMB Capital
Illinois
– -$752K -88,904 Closed
1
2
3