FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

79 hedge funds and large institutions have $630M invested in Franklin Limited Duration Income Trust in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+3
Holders Change %
+3.95%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
27
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$5.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$15.6M
3
GA
3
GraniteShares Advisors
New York
$2.48M
4
GC
4
Guggenheim Capital
Illinois
$5.33M
5
AAM
5
Advisors Asset Management
Colorado
$3.52M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$539M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$310K
3
SIA
3
Sit Investment Associates
Minnesota
$1.98M
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$1.79M
5
MC
5
Matisse Capital
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$595K +$6.09K +918 +1%
SWP
27
Stratos Wealth Partners
Ohio
$536K +$32.2K +4,850 +6%
YCM
28
Yakira Capital Management
Connecticut
$483K -$397K -59,880 -45%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$432K -$39.6K -5,964 -8%
PIA
30
Powell Investment Advisors
Florida
$368K +$60.5K +9,128 +20%
COLIM
31
City of London Investment Management
United Kingdom
$367K -$213K -32,197 -37%
SWM
32
SeaCrest Wealth Management
New York
$317K +$21.9K +3,310 +7%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$310K -$5.44M -820,163 -95%
AAS
34
Avantax Advisory Services
Texas
$244K +$73K +11,011 +43%
CA
35
CoreCap Advisors
Michigan
$237K -$26.5K -4,000 -10%
Brown Advisory
36
Brown Advisory
Maryland
$233K – – –
CFD
37
Creative Financial Designs
Indiana
$221K +$3.1K +467 +1%
MC
38
Moors & Cabot
Massachusetts
$219K – – –
WA
39
Waverly Advisors
Alabama
$190K +$66.1K +9,966 +53%
OC
40
Oppenheimer & Co
New York
$187K -$27.5K -4,146 -13%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$168K +$168K +25,384 New
AW
42
Alteri Wealth
California
$154K +$154K +23,235 New
AWM
43
Apollon Wealth Management
South Carolina
$153K +$153K +23,075 New
AWM
44
Avior Wealth Management
Nebraska
$138K -$18.8K -2,838 -12%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$137K +$137K +20,695 New
MML Investors Services
46
MML Investors Services
Massachusetts
$123K -$286 -43 -0.2%
CL
47
Choreo LLC
Illinois
$118K +$11.5K +1,748 +11%
CIA
48
Capital Investment Advisors
Georgia
$109K – – –
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$107K – – –
BC
50
Barrett & Company
Rhode Island
$103K – – –
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