FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

75 hedge funds and large institutions have $83.9M invested in Franklin Limited Duration Income Trust in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+1
Holders Change %
+1.35%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
27
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$10.4M
2
COLIM
City of London Investment Management
United Kingdom
$2.6M
3
API
Advisor Partners II
California
$1.34M
4
AA
AQR Arbitrage
Connecticut
$2.3M
5
SCM
Saba Capital Management
New York
$1.12M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.63M
2
BCI
Brinker Capital Investments
Pennsylvania
$2.78M
3
OPS
Orion Portfolio Solutions
Nebraska
$2.78M
4
WAM
Wolverine Asset Management
Illinois
$46.2K
5
SFS
Shaker Financial Services
Virginia
$1.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$563K +$7.33K +1,203 +1%
MC
27
Moors & Cabot
Massachusetts
$518K +$387K +63,500 +295%
CWA
28
Capital Wealth Alliance
Arizona
$460K -$5.94K -976 -1%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$445K -$122 -20 -0%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$335K -$123K -20,235 -27%
RJA
31
Raymond James & Associates
Florida
$306K -$36.6K -6,005 -11%
SWM
32
SeaCrest Wealth Management
New York
$282K -$11.2K -1,843 -4%
LPL Financial
33
LPL Financial
California
$231K -$7.14K -1,173 -3%
HighTower Advisors
34
HighTower Advisors
Illinois
$220K -$138K -23,634 -39%
Wells Fargo
35
Wells Fargo
California
$219K +$70.3K +11,537 +47%
OC
36
Oppenheimer & Co
New York
$205K +$2.3K +378 +1%
CA
37
CoreCap Advisors
Michigan
$202K – – –
LCM
38
Landscape Capital Management
New Jersey
$198K -$65.3K -10,730 -25%
CFD
39
Creative Financial Designs
Indiana
$187K +$3.11K +510 +2%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$179K +$86.3K +14,174 +93%
CAN
41
Cetera Advisor Networks
California
$176K +$51.7K +8,488 +41%
9WM
42
9258 Wealth Management
Ohio
$166K +$1.11K +183 +0.7%
Brown Advisory
43
Brown Advisory
Maryland
$153K – – –
EM
44
ELCO Management
New York
$152K – – –
CL
45
CSS LLC
Illinois
$143K +$3.98K +654 +3%
AWM
46
AE Wealth Management
Kansas
$133K +$10.4K +1,700 +8%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$128K -$35.4K -5,800 -22%
BC
48
Barrett & Company
Rhode Island
$122K -$10.7K -1,750 -8%
CIA
49
Capital Investment Advisors
Georgia
$115K – – –
WA
50
Waverly Advisors
Alabama
$114K – – –
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