FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

57 hedge funds and large institutions have $34.4M invested in Franklin Limited Duration Income Trust in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
57
Holders Change
+3
Holders Change %
+5.56%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
20
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$2.87M
2
NA
2
NewEdge Advisors
Louisiana
$1.56M
3
SFS
3
Shaker Financial Services
Virginia
$708K
4
Invesco
4
Invesco
Georgia
$3.76M
5
UBS Group
5
UBS Group
Switzerland
$1.53M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$1.75M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$0
3
TSS
3
Two Sigma Securities
New York
$0
4
Ameriprise
4
Ameriprise
Minnesota
$0
5
Lazard Asset Management
5
Lazard Asset Management
New York
$109K
Name Market Value Shares Shares
Change 		Shares
Change %
CIA
26
Capital Investment Advisors
Georgia
$211K 23,255 -85 -0.4%
Truist Financial
27
Truist Financial
North Carolina
$194K 21,372 +21,372 New
DA
28
Detalus Advisors
Missouri
$190K 20,884 +20,884 New
CAN
29
Cetera Advisor Networks
California
$183K 20,109 -128 -0.6%
CA
30
CoreCap Advisors
Michigan
$182K 20,050 +20,050 New
AWM
31
AE Wealth Management
Kansas
$176K 19,386 -9,615 -33%
TFA
32
Teamwork Financial Advisors
Texas
$171K 18,786 -9,615 -34%
SG
33
StoneX Group
New York
$171K 18,645 +18,645 New
DADC
34
D.A. Davidson & Co
Montana
$165K 19,655 – –
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$136K 14,929 +323 +2%
EM
36
ELCO Management
New York
$132K 14,500 +14,500 New
Nomura Holdings
37
Nomura Holdings
Japan
$127K 14,000 +14,000 New
Wells Fargo
38
Wells Fargo
California
$125K 13,701 -2,499 -15%
Stifel Financial
39
Stifel Financial
Missouri
$123K 13,480 +133 +1%
CFD
40
Creative Financial Designs
Indiana
$122K 13,450 +226 +2%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$111K 12,247 -8,589 -41%
Lazard Asset Management
42
Lazard Asset Management
New York
– – – –
GP
43
Geneva Partners
Wisconsin
$100K 10,992 +10,992 New
KAS
44
Kestra Advisory Services
Texas
$95K 10,465 -8,449 -45%
PAG
45
Private Advisor Group
New Jersey
$95K 10,400 – –
WS
46
Wedbush Securities
California
$91K 10,000 -1,268 -11%
SPIA
47
Steward Partners Investment Advisory
New York
$61K 6,665 – –
SIS
48
Sound Income Strategies
Florida
$56K 6,210 +43 +0.7%
HNWAG
49
High Net Worth Advisory Group
Florida
$53K 5,872 +5,872 New
FF
50
FourThought Financial
Florida
$22K 2,463 – –
1
2
3