FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

74 hedge funds and large institutions have $88.1M invested in Franklin Limited Duration Income Trust in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 31 reducing their positions, and 12 closing their positions.

Holders
74
Holders Change
-5
Holders Change %
-6.33%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
18
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$4.61M
2
Morgan Stanley
2
Morgan Stanley
New York
$6.91M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$6.01M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$6.01M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$905K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
WAM
2
Wolverine Asset Management
Illinois
$668K
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$594K
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$6.46M
5
GC
5
Guggenheim Capital
Illinois
$2.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$465K -$126K -20,462 -21%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$451K +$4.02K +650 +0.9%
LSC
28
Logan Stone Capital
Illinois
$446K -$303K -48,950 -40%
HighTower Advisors
29
HighTower Advisors
Illinois
$382K +$87.8K +14,090 +30%
Lazard Asset Management
30
Lazard Asset Management
New York
$370K – – –
RJA
31
Raymond James & Associates
Florida
$347K -$30.1K -4,866 -8%
SWM
32
SeaCrest Wealth Management
New York
$297K -$1.22K -197 -0.4%
LCM
33
Landscape Capital Management
New Jersey
$267K -$10.3K -1,670 -4%
LPL Financial
34
LPL Financial
California
$242K -$25.6K -4,149 -10%
OC
35
Oppenheimer & Co
New York
$206K -$11.6K -1,870 -5%
CA
36
CoreCap Advisors
Michigan
$205K +$205K +33,247 New
CFD
37
Creative Financial Designs
Indiana
$186K +$3.08K +499 +2%
9WM
38
9258 Wealth Management
Ohio
$168K +$1.1K +178 +0.7%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$165K -$950 -154 -0.6%
WS
40
Wedbush Securities
California
$163K – – –
Brown Advisory
41
Brown Advisory
Maryland
$155K – – –
EM
42
ELCO Management
New York
$155K – – –
Wells Fargo
43
Wells Fargo
California
$151K -$6.38K -1,032 -4%
CF
44
Centaurus Financial
California
$147K -$40K -6,497 -21%
CL
45
CSS LLC
Illinois
$141K -$20.8K -3,358 -13%
BC
46
Barrett & Company
Rhode Island
$135K -$14.2K -2,300 -10%
DA
47
Detalus Advisors
Missouri
$133K -$22.2K -3,595 -14%
MC
48
Moors & Cabot
Massachusetts
$133K +$133K +21,500 New
CAN
49
Cetera Advisor Networks
California
$127K – – –
AWM
50
AE Wealth Management
Kansas
$124K – – –
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2
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