FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

79 hedge funds and large institutions have $81.1M invested in Franklin Limited Duration Income Trust in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 22 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
-3
Holders Change %
-3.66%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
30
Reduced
22
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$8.41M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$3.35M
3
SFS
3
Shaker Financial Services
Virginia
$2.59M
4
GA
4
GraniteShares Advisors
New York
$1.41M
5
Morgan Stanley
5
Morgan Stanley
New York
$4.02M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$12.6M
2
RCM
2
Rivernorth Capital Management
Florida
$4.23M
3
Invesco
3
Invesco
Georgia
$3.42M
4
UBS Group
4
UBS Group
Switzerland
$966K
5
1CP
5
1607 Capital Partners
Virginia
$5.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
26
B. Riley Wealth Advisors
Florida
$457K +$68K +11,010 +17%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$447K +$292K +47,180 +187%
RJA
28
Raymond James & Associates
Florida
$377K -$165K -26,653 -30%
WP
29
Woodline Partners
California
$340K – – –
SWM
30
SeaCrest Wealth Management
New York
$298K +$15.4K +2,488 +5%
HighTower Advisors
31
HighTower Advisors
Illinois
$288K -$8.01K -1,312 -3%
LCM
32
Landscape Capital Management
New Jersey
$277K +$72.5K +11,727 +35%
LPL Financial
33
LPL Financial
California
$267K +$2.89K +468 +1%
ACM
34
Arlington Capital Management
Illinois
$254K +$254K +41,046 New
OC
35
Oppenheimer & Co
New York
$218K -$890 -144 -0.4%
CF
36
Centaurus Financial
California
$188K -$39.3K -6,343 -17%
CFD
37
Creative Financial Designs
Indiana
$183K +$2.95K +478 +2%
SFS
38
Sowell Financial Services
Arkansas
$174K +$174K +28,193 New
9WM
39
9258 Wealth Management
Ohio
$167K -$142 -23 -0.1%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$166K +$3.6K +584 +2%
WS
41
Wedbush Securities
California
$163K +$48.3K +7,800 +42%
CL
42
CSS LLC
Illinois
$162K +$1.53K +247 +1%
Wells Fargo
43
Wells Fargo
California
$158K – – –
DA
44
Detalus Advisors
Missouri
$156K +$692 +112 +0.4%
Brown Advisory
45
Brown Advisory
Maryland
$155K – – –
EM
46
ELCO Management
New York
$155K -$18.5K -3,000 -11%
BC
47
Barrett & Company
Rhode Island
$149K – – –
CAN
48
Cetera Advisor Networks
California
$127K -$3.75K -607 -3%
CIA
49
Capital Investment Advisors
Georgia
$126K – – –
AWM
50
AE Wealth Management
Kansas
$124K -$11.2K -1,810 -8%
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