FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

57 hedge funds and large institutions have $79.2M invested in Franklin Limited Duration Income Trust in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+2
Holders Change %
+3.64%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
16
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
MML Investors Services
Massachusetts
$441K
2
SFS
Sowell Financial Services
Arkansas
$263K
3
WS
Wedbush Securities
California
$199K
4
SCP
Shorepoint Capital Partners
Massachusetts
$184K
5
SG
StoneX Group
New York
$321K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$48.7M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$0
3
Invesco
Invesco
Georgia
$2.68M
4
LPL Financial
LPL Financial
California
$706K
5
Citigroup
Citigroup
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$283K +$17.2K +1,871 +6%
Wells Fargo
27
Wells Fargo
California
$273K -$340K -37,028 -55%
SFS
28
Sowell Financial Services
Arkansas
$263K +$263K +28,293 New
DADC
29
D.A. Davidson & Co
Montana
$235K – – –
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$222K -$21.4K -2,339 -9%
CIA
31
Capital Investment Advisors
Georgia
$217K – – –
WS
32
Wedbush Securities
California
$199K +$199K +21,630 New
NL
33
NWAM LLC
Washington
$191K -$131K -14,338 -41%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$187K -$12.8K -1,393 -6%
SCP
35
Shorepoint Capital Partners
Massachusetts
$184K +$184K +20,000 New
KAS
36
Kestra Advisory Services
Texas
$181K +$12.9K +1,409 +8%
CFD
37
Creative Financial Designs
Indiana
$137K +$2.36K +258 +2%
RJT
38
Raymond James Trust
Florida
$128K – – –
Stifel Financial
39
Stifel Financial
Missouri
$123K -$16.9K -1,831 -12%
SPIA
40
Steward Partners Investment Advisory
New York
$108K – – –
Jane Street
41
Jane Street
New York
$102K +$102K +11,149 New
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$99K – – –
Truist Financial
43
Truist Financial
North Carolina
$92K -$3.18K -346 -3%
SIS
44
Sound Income Strategies
Florida
$55.9K +$368 +40 +0.7%
IAIM
45
International Assets Investment Management
Florida
$55K – – –
FF
46
FourThought Financial
Florida
$22K – – –
SWM
47
Spire Wealth Management
Virginia
$18K +$18K +1,966 New
WAP
48
Wealthcare Advisory Partners
Pennsylvania
$17K +$17K +1,825 New
HNB
49
Huntington National Bank
Ohio
$9K +$9K +1,010 New
GWM
50
Geneos Wealth Management
Colorado
$8K – – –
1
2
3