FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

76 hedge funds and large institutions have $86.6M invested in Franklin Limited Duration Income Trust in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
-1
Holders Change %
-1.3%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
25
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
$7.65M
2
Morgan Stanley
Morgan Stanley
New York
$13M
3
Pathstone Holdings
Pathstone Holdings
New Jersey
$11.7M
4
AAM
Advisors Asset Management
Colorado
$1.93M
5
EMAM
Encompass More Asset Management
California
$577K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$5.22M
2
Bank of America
Bank of America
North Carolina
$1.03M
3
1CP
1607 Capital Partners
Virginia
$1.84M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
$3.54M
5
AA
AQR Arbitrage
Connecticut
$161K
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
26
Koshinski Asset Management
Illinois
$549K +$267 +40 +0%
SWP
27
Stratos Wealth Partners
Ohio
$506K +$506K +75,923 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$474K +$13.4K +2,002 +3%
LPL Financial
29
LPL Financial
California
$422K +$33.4K +5,004 +9%
PIA
30
Powell Investment Advisors
Florida
$309K – – –
SWM
31
SeaCrest Wealth Management
New York
$297K +$16.7K +2,498 +6%
CA
32
CoreCap Advisors
Michigan
$265K – – –
Brown Advisory
33
Brown Advisory
Maryland
$234K – – –
FPGK
34
Financial Partners Group (Kansas)
Kansas
$231K +$231K +34,655 New
MC
35
Moors & Cabot
Massachusetts
$220K -$33.4K -5,000 -13%
CFD
36
Creative Financial Designs
Indiana
$219K -$54.2K -8,131 -20%
OC
37
Oppenheimer & Co
New York
$216K +$2.99K +448 +1%
KAS
38
Kestra Advisory Services
Texas
$202K +$17K +2,544 +9%
9WM
39
9258 Wealth Management
Ohio
$178K +$1.09K +164 +0.6%
AAS
40
Avantax Advisory Services
Texas
$172K +$47.7K +7,157 +38%
WS
41
Wedbush Securities
California
$171K +$23.4K +3,500 +16%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$167K -$7.18K -1,076 -4%
AA
43
AQR Arbitrage
Connecticut
$161K -$1.33M -199,671 -89%
AWM
44
Avior Wealth Management
Nebraska
$158K +$37.1K +5,557 +31%
Bessemer Group
45
Bessemer Group
New Jersey
$153K +$145K +21,743 +1,730%
Jane Street
46
Jane Street
New York
$130K +$130K +19,501 New
WA
47
Waverly Advisors
Alabama
$125K – – –
MML Investors Services
48
MML Investors Services
Massachusetts
$124K +$3.14K +470 +3%
Stifel Financial
49
Stifel Financial
Missouri
$120K +$17.6K +2,633 +17%
EM
50
ELCO Management
New York
$118K – – –
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