FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

71 hedge funds and large institutions have $90.4M invested in Franklin Limited Duration Income Trust in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+14
Holders Change %
+24.56%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
22
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$37.8M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$8.21M
3
CCP
3
Clough Capital Partners
Massachusetts
$3.44M
4
RJA
4
Raymond James & Associates
Florida
$4.7M
5
YCM
5
Yakira Capital Management
Connecticut
$2.27M

Top Sellers

1
SFS
1
Sowell Financial Services
Arkansas
$0
2
SFS
2
Shaker Financial Services
Virginia
$124K
3
OPS
3
Orion Portfolio Solutions
Nebraska
$655K
4
SG
4
StoneX Group
New York
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$110K
Name Holding Trade Value Shares
Change 		Shares
Change %
MIG
26
Mariner Investment Group
New York
$337K +$337K +44,509 New
SWM
27
SeaCrest Wealth Management
New York
$333K +$52.1K +6,876 +19%
LPL Financial
28
LPL Financial
California
$328K +$11.8K +1,561 +4%
9WM
29
9258 Wealth Management
Ohio
$293K -$30.2K -3,977 -9%
CA
30
CoreCap Advisors
Michigan
$245K +$93.2K +12,300 +61%
OC
31
Oppenheimer & Co
New York
$243K -$31.1K -4,094 -11%
LA
32
Lifeworks Advisors
Michigan
$231K +$231K +30,480 New
SLWA
33
San Luis Wealth Advisors
California
$230K – – –
EM
34
ELCO Management
New York
$220K +$110K +14,500 +100%
DA
35
Detalus Advisors
Missouri
$204K +$46K +6,079 +29%
WAM
36
Wolverine Asset Management
Illinois
$204K +$204K +27,040 New
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$200K -$9.46K -1,250 -5%
AWM
38
AE Wealth Management
Kansas
$188K +$41.4K +5,477 +28%
CL
39
CSS LLC
Illinois
$180K +$180K +23,771 New
CIA
40
Capital Investment Advisors
Georgia
$176K – – –
MML Investors Services
41
MML Investors Services
Massachusetts
$164K -$44.9K -5,928 -21%
Truist Financial
42
Truist Financial
North Carolina
$160K -$1.5K -198 -0.9%
CFD
43
Creative Financial Designs
Indiana
$154K +$51.9K +6,829 +51%
DADC
44
D.A. Davidson & Co
Montana
$149K – – –
CAN
45
Cetera Advisor Networks
California
$148K -$4.03K -533 -3%
SFS
46
Shaker Financial Services
Virginia
$124K -$465K -61,465 -79%
Brown Advisory
47
Brown Advisory
Maryland
$114K +$114K +15,000 New
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$110K -$147K -19,402 -57%
Wells Fargo
49
Wells Fargo
California
$104K -$8 -1 -0%
SPIA
50
Steward Partners Investment Advisory
New York
$103K +$52.5K +6,938 +104%
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