FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

77 hedge funds and large institutions have $84.3M invested in Franklin Limited Duration Income Trust in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
-2
Holders Change %
-2.53%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
29
Reduced
31
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
$5.06M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
$9.24M
3
Morgan Stanley
Morgan Stanley
New York
$10.2M
4
GC
Guggenheim Capital
Illinois
$2.91M
5
AAM
Advisors Asset Management
Colorado
$602K

Top Sellers

1
COLIM
City of London Investment Management
United Kingdom
$602K
2
SIA
Sit Investment Associates
Minnesota
$8.68M
3
Osaic Holdings
Osaic Holdings
Arizona
$1.39M
4
BCI
Brinker Capital Investments
Pennsylvania
$0
5
OPS
Orion Portfolio Solutions
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$538K +$338K +53,372 +170%
CWA
27
Capital Wealth Alliance
Arizona
$537K +$14.9K +2,345 +3%
Koshinski Asset Management
28
Koshinski Asset Management
Illinois
$530K -$12.6K -1,958 -2%
WAM
29
Wolverine Asset Management
Illinois
$482K -$270K -42,657 -36%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$439K -$2.01K -316 -0.5%
LPL Financial
31
LPL Financial
California
$369K +$11.3K +1,782 +3%
PIA
32
Powell Investment Advisors
Florida
$294K +$178K +28,000 +153%
HighTower Advisors
33
HighTower Advisors
Illinois
$287K -$271 -43 -0.1%
SWM
34
SeaCrest Wealth Management
New York
$267K -$11.2K -1,759 -4%
CFD
35
Creative Financial Designs
Indiana
$260K +$4.48K +706 +2%
Walleye Capital
36
Walleye Capital
New York
$252K -$67.6K -10,663 -21%
CA
37
CoreCap Advisors
Michigan
$252K +$15.9K +2,500 +7%
MC
38
Moors & Cabot
Massachusetts
$241K -$127K -20,000 -34%
Brown Advisory
39
Brown Advisory
Maryland
$223K – – –
OC
40
Oppenheimer & Co
New York
$203K +$8.97K +1,414 +5%
Calamos Advisors
41
Calamos Advisors
Illinois
$181K +$181K +28,499 New
KAS
42
Kestra Advisory Services
Texas
$176K +$55.4K +8,741 +46%
9WM
43
9258 Wealth Management
Ohio
$168K -$4.71K -743 -3%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$165K -$2.33K -368 -1%
WS
45
Wedbush Securities
California
$140K -$3.17K -500 -2%
CL
46
CSS LLC
Illinois
$133K -$20.9K -3,291 -14%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$122K -$381 -60 -0.3%
WA
48
Waverly Advisors
Alabama
$119K – – –
AAS
49
Avantax Advisory Services
Texas
$118K +$4.43K +699 +4%
MML Investors Services
50
MML Investors Services
Massachusetts
$115K +$2.07K +325 +2%
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