FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

55 hedge funds and large institutions have $97M invested in Franklin Limited Duration Income Trust in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 4 closing their positions.

Holders
55
Holders Change
+7
Holders Change %
+14.58%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
15
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$4.82M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$5.49M
3
Citigroup
3
Citigroup
New York
$768K
4
SFS
4
Shaker Financial Services
Virginia
$622K
5
SIA
5
Sit Investment Associates
Minnesota
$59.1M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$1.58M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$1.36M
3
GC
3
Guggenheim Capital
Illinois
$927K
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$3K
5
FFG
5
Ford Financial Group
California
$832K
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
26
SeaCrest Wealth Management
New York
$372K 39,535 -590 -1%
NL
27
NWAM LLC
Washington
$331K 35,172 -7,705 -18%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$306K 32,488 +13,749 +73%
OC
29
Oppenheimer & Co
New York
$295K 31,334 +4,970 +19%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$273K 28,953 -474 -2%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$250K 26,592 -22,979 -46%
DADC
32
D.A. Davidson & Co
Montana
$226K 25,555 – –
CIA
33
Capital Investment Advisors
Georgia
$222K 23,580 -250 -1%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$204K 21,700 -3,919 -15%
SG
35
StoneX Group
New York
$193K 20,350 +20,350 New
KAS
36
Kestra Advisory Services
Texas
$171K 18,311 +1,261 +7%
Stifel Financial
37
Stifel Financial
Missouri
$143K 15,184 +435 +3%
CFD
38
Creative Financial Designs
Indiana
$138K 14,698 -3,838 -21%
RJT
39
Raymond James Trust
Florida
$131K 13,908 – –
SPIA
40
Steward Partners Investment Advisory
New York
$111K 11,801 – –
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$102K 10,806 +3,578 +50%
MML Investors Services
42
MML Investors Services
Massachusetts
$100K 10,638 +10,638 New
Fiera Capital (Canada)
43
Fiera Capital (Canada)
Quebec, Canada
$98K 10,361 -4,808 -32%
Truist Financial
44
Truist Financial
North Carolina
$97K 10,350 -960 -8%
SIS
45
Sound Income Strategies
Florida
$57K 6,046 +40 +0.7%
IAIM
46
International Assets Investment Management
Florida
$55K 5,819 +5,819 New
FF
47
FourThought Financial
Florida
$23K 2,463 +2,463 New
ASN
48
Advisory Services Network
Georgia
$21K 2,274 +2,274 New
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$8K 829 – –
GWM
50
Geneos Wealth Management
Colorado
$8K 864 – –
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2
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