FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

79 hedge funds and large institutions have $93.3M invested in Franklin Limited Duration Income Trust in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+7
Holders Change %
+9.72%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
33
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cetera Advisors
Colorado
$5.62M
2
Wells Fargo
2
Wells Fargo
California
$3.31M
3
SFS
3
Shaker Financial Services
Virginia
$3.25M
4
COLIM
4
City of London Investment Management
United Kingdom
$4.96M
5
AIA
5
Absolute Investment Advisers
Florida
$813K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.74M
2
1CP
2
1607 Capital Partners
Virginia
$3.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$102K
4
CCP
4
Clough Capital Partners
Massachusetts
$0
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$3.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
26
Wolverine Asset Management
Illinois
$744K +$695K +110,880 +1,432%
PAG
27
Private Advisor Group
New Jersey
$612K -$3.46K -552 -0.6%
Koshinski Asset Management
28
Koshinski Asset Management
Illinois
$528K -$448K -71,400 -46%
CWA
29
Capital Wealth Alliance
Arizona
$516K +$49.8K +7,944 +11%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$435K +$25.4K +4,058 +6%
MC
31
Moors & Cabot
Massachusetts
$364K +$75.2K +12,000 +26%
LPL Financial
32
LPL Financial
California
$354K +$56.8K +9,059 +19%
QL
33
Quarry LP
New York
$347K -$299K -47,763 -46%
Walleye Capital
34
Walleye Capital
New York
$316K +$316K +50,427 New
HighTower Advisors
35
HighTower Advisors
Illinois
$285K +$48.8K +7,810 +21%
SWM
36
SeaCrest Wealth Management
New York
$275K -$18.9K -3,009 -6%
RJA
37
Raymond James & Associates
Florida
$272K +$29.3K +4,675 +12%
CFD
38
Creative Financial Designs
Indiana
$252K +$24.7K +3,943 +11%
CAN
39
Cetera Advisor Networks
California
$240K +$51K +8,138 +27%
CA
40
CoreCap Advisors
Michigan
$234K +$25.1K +4,000 +12%
Brown Advisory
41
Brown Advisory
Maryland
$220K +$62.7K +10,000 +40%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$197K +$197K +31,417 New
OC
43
Oppenheimer & Co
New York
$192K +$2.48K +395 +1%
9WM
44
9258 Wealth Management
Ohio
$171K +$171K +27,201 New
RJFSA
45
Raymond James Financial Services Advisors
Florida
$166K -$125K -19,936 -43%
CL
46
CSS LLC
Illinois
$152K +$1.45K +231 +1%
WS
47
Wedbush Securities
California
$142K +$3.86K +614 +3%
EM
48
ELCO Management
New York
$141K -$9.41K -1,500 -6%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$121K -$552 -88 -0.5%
KAS
50
Kestra Advisory Services
Texas
$119K +$15.4K +2,450 +15%
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