FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

79 hedge funds and large institutions have $90.6M invested in Franklin Limited Duration Income Trust in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
–
Holders Change %
0%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
30
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$4.58M
2
Morgan Stanley
Morgan Stanley
New York
+$3.43M
3
AAM
Advisors Asset Management
Colorado
+$1.95M
4
GC
Guggenheim Capital
Illinois
+$767K
5
RAM
Readystate Asset Management
Illinois
+$693K

Top Sellers

1
Pathstone Holdings
Pathstone Holdings
New Jersey
-$5.37M
2
SIA
Sit Investment Associates
Minnesota
-$1.88M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
-$1.79M
4
PCM
Penserra Capital Management
California
-$768K
5
1CP
1607 Capital Partners
Virginia
-$685K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$487K +$185K +28,657 +61%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$470K +$366K +56,612 +349%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$446K +$25.6K +3,959 +6%
IA
29
Integrity Alliance
Iowa
$423K +$423K +65,554 New
PIA
30
Powell Investment Advisors
Florida
$360K +$1.67K +259 +0.5%
CA
31
CoreCap Advisors
Michigan
$231K – – –
AAS
32
Avantax Advisory Services
Texas
$229K -$9.12K -1,412 -4%
Brown Advisory
33
Brown Advisory
Maryland
$227K – – –
SWM
34
SeaCrest Wealth Management
New York
$222K -$87.2K -13,506 -28%
CFD
35
Creative Financial Designs
Indiana
$218K +$3.08K +477 +1%
MC
36
Moors & Cabot
Massachusetts
$213K – – –
COLIM
37
City of London Investment Management
United Kingdom
$212K -$145K -22,500 -41%
BlackRock
38
BlackRock
New York
$194K +$194K +30,044 New
OC
39
Oppenheimer & Co
New York
$190K +$7.17K +1,110 +4%
GWM
40
Geneos Wealth Management
Colorado
$177K +$159K +11,391 +893%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$175K +$41.6K +6,442 +31%
SFS
42
Sowell Financial Services
Arkansas
$159K +$159K +24,613 New
AW
43
Alteri Wealth
California
$154K +$3.88K +600 +3%
YCM
44
Yakira Capital Management
Connecticut
$150K -$321K -49,701 -68%
AWM
45
Apollon Wealth Management
South Carolina
$149K – – –
WA
46
Waverly Advisors
Alabama
$148K -$37.3K -5,773 -20%
CL
47
Choreo LLC
Illinois
$145K +$28.6K +4,420 +25%
AIS
48
Accredited Investor Services
Minnesota
$137K +$137K +21,243 New
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$122K -$41.4K -6,435 -25%
MFG
50
Merit Financial Group
Georgia
$118K +$118K +18,231 New
1
2
3 4