FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

73 hedge funds and large institutions have $88.7M invested in Franklin Limited Duration Income Trust in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
31
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$11.8M
2
1CP
2
1607 Capital Partners
Virginia
$6.32M
3
Morgan Stanley
3
Morgan Stanley
New York
$3.2M
4
WAM
4
Wolverine Asset Management
Illinois
$1.11M
5
GC
5
Guggenheim Capital
Illinois
$2.01M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$25M
2
CCP
2
Clough Capital Partners
Massachusetts
$0
3
BI
3
Bulldog Investors
New Jersey
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$453K
5
RJA
5
Raymond James & Associates
Florida
$3.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
51
D.A. Davidson & Co
Montana
$81K -$51.1K -7,600 -39%
CAG
52
Csenge Advisory Group
Florida
$80K +$8.43K +1,243 +12%
KAS
53
Kestra Advisory Services
Texas
$79K +$4.87K +722 +7%
CCM
54
CTC Capital Management
Illinois
$75K +$75K +11,066 New
BWM
55
BlackDiamond Wealth Management
New York
$73K +$73K +10,847 New
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$69K +$6.8K +1,000 +11%
SPIA
57
Steward Partners Investment Advisory
New York
$68K -$24.6K -3,611 -27%
WS
58
Wedbush Securities
California
$68K – – –
SIS
59
Sound Income Strategies
Florida
$43K +$347 +51 +0.8%
HNWAG
60
High Net Worth Advisory Group
Florida
$40K – – –
AW
61
ACG Wealth
Georgia
$15K +$15K +2,155 New
AF
62
Advisornet Financial
Minnesota
$9K – – –
FF
63
FourThought Financial
Florida
$9K +$9K +1,275 New
SWM
64
Spire Wealth Management
Virginia
$7K -$7K -983 -50%
CFGS
65
Concourse Financial Group Securities
Alabama
$7K – – –
Citigroup
66
Citigroup
New York
$7K +$7K +1,081 New
IA
67
IFP Advisors
Florida
$5K – – –
GWM
68
Geneos Wealth Management
Colorado
$4K – – –
AF
69
Allworth Financial
California
$3K – – –
SCA
70
Stonebridge Capital Advisors
Minnesota
$2K – – –
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$80 +$80 +10,000 New
CCP
72
Clough Capital Partners
Massachusetts
– -$3.44M -453,195 Closed
BI
73
Bulldog Investors
New Jersey
– -$1.24M -163,739 Closed
FFG
74
Ford Financial Group
California
– -$498K -65,731 Closed
KA
75
Kovack Advisors
Florida
– -$99K -13,131 Closed
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