FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

71 hedge funds and large institutions have $90.4M invested in Franklin Limited Duration Income Trust in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+14
Holders Change %
+24.56%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
22
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$37.8M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$8.21M
3
CCP
3
Clough Capital Partners
Massachusetts
$3.44M
4
RJA
4
Raymond James & Associates
Florida
$4.7M
5
YCM
5
Yakira Capital Management
Connecticut
$2.27M

Top Sellers

1
SFS
1
Sowell Financial Services
Arkansas
$0
2
SFS
2
Shaker Financial Services
Virginia
$124K
3
OPS
3
Orion Portfolio Solutions
Nebraska
$655K
4
SG
4
StoneX Group
New York
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$110K
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
51
Rivernorth Capital Management
Florida
$99K +$99K +13,017 New
KA
52
Kovack Advisors
Florida
$99K +$99K +13,131 New
Stifel Financial
53
Stifel Financial
Missouri
$98K -$4.02K -531 -4%
SPL
54
Smart Portfolios LLC
Washington
$91K +$91K +12,001 New
TFA
55
Teamwork Financial Advisors
Texas
$88K -$55.2K -7,242 -39%
KAS
56
Kestra Advisory Services
Texas
$83K +$3.98K +527 +5%
CAG
57
Csenge Advisory Group
Florida
$80K +$80K +10,560 New
PAG
58
Private Advisor Group
New Jersey
$79K – – –
WS
59
Wedbush Securities
California
$76K – – –
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$69K -$43.6K -5,779 -39%
SIS
61
Sound Income Strategies
Florida
$48K +$497 +65 +1%
HNWAG
62
High Net Worth Advisory Group
Florida
$45K – – –
SWM
63
Spire Wealth Management
Virginia
$15K – – –
AF
64
Advisornet Financial
Minnesota
$10K +$10K +1,333 New
CFGS
65
Concourse Financial Group Securities
Alabama
$7K – – –
MCC
66
Money Concepts Capital
Florida
$6K +$6K +750 New
IA
67
IFP Advisors
Florida
$5K +$5K +273 New
GWM
68
Geneos Wealth Management
Colorado
$4K – – –
AF
69
Allworth Financial
California
$3K – – –
SCA
70
Stonebridge Capital Advisors
Minnesota
$2K – – –
SFS
71
Sowell Financial Services
Arkansas
– -$494K -53,910 Closed
SG
72
StoneX Group
New York
– -$171K -18,645 Closed
Nomura Holdings
73
Nomura Holdings
Japan
– -$127K -14,000 Closed
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
– -$111K -12,247 Closed
GP
75
Geneva Partners
Wisconsin
– -$100K -10,992 Closed
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