FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

71 hedge funds and large institutions have $79.6M invested in Franklin Limited Duration Income Trust in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
-2
Holders Change %
-2.74%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
25
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$24M
2
SFS
2
Shaker Financial Services
Virginia
$673K
3
PAG
3
Private Advisor Group
New Jersey
$465K
4
LPL Financial
4
LPL Financial
California
$449K
5
WAM
5
Wolverine Asset Management
Illinois
$1.19M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$9.61M
2
1CP
2
1607 Capital Partners
Virginia
$4.89M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
SWP
4
Stratos Wealth Partners
Ohio
$243K
5
Morgan Stanley
5
Morgan Stanley
New York
$2.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$79K +$6.67K +1,081 +9%
SLWA
52
San Luis Wealth Advisors
California
$78K -$13.5K -2,199 -15%
CCM
53
CTC Capital Management
Illinois
$68K – – –
CAG
54
Csenge Advisory Group
Florida
$66K -$7.15K -1,153 -10%
BWM
55
BlackDiamond Wealth Management
New York
$66K -$214 -35 -0.3%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$53K -$9.18K -1,499 -15%
SPIA
57
Steward Partners Investment Advisory
New York
$53K -$8.6K -1,395 -14%
SIS
58
Sound Income Strategies
Florida
$39K +$318 +52 +0.8%
HNWAG
59
High Net Worth Advisory Group
Florida
$36K – – –
AF
60
Advisornet Financial
Minnesota
$8K – – –
FF
61
FourThought Financial
Florida
$8K – – –
Citigroup
62
Citigroup
New York
$7K – – –
GEA
63
Glen Eagle Advisors
New Jersey
$6.24K +$6.24K +1,009 New
IA
64
IFP Advisors
Florida
$5K -$1.89K -75 -27%
AF
65
Allworth Financial
California
$3K – – –
SCA
66
Stonebridge Capital Advisors
Minnesota
$2K – – –
GI
67
Gradient Investments
Minnesota
$1K +$1K +143 New
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1K +192 New
CS
69
Clear Street
New York
$1K +$1K +242 New
HHGC
70
Hunting Hill Global Capital
New York
– -$212K -96,936 Closed
Goldman Sachs
71
Goldman Sachs
New York
– -$453K -67,001 Closed
LA
72
Lifeworks Advisors
Michigan
– -$206K -30,480 Closed
QC
73
Quantedge Capital
Singapore
– -$99K -14,600 Closed
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
– -$80 -10,000 Closed
AW
75
ACG Wealth
Georgia
– -$15K -2,155 Closed
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