FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

79 hedge funds and large institutions have $81.1M invested in Franklin Limited Duration Income Trust in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 22 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
-3
Holders Change %
-3.66%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
30
Reduced
22
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$8.41M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$3.35M
3
SFS
3
Shaker Financial Services
Virginia
$2.59M
4
GA
4
GraniteShares Advisors
New York
$1.41M
5
Morgan Stanley
5
Morgan Stanley
New York
$4.02M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$12.6M
2
RCM
2
Rivernorth Capital Management
Florida
$4.23M
3
Invesco
3
Invesco
Georgia
$3.42M
4
UBS Group
4
UBS Group
Switzerland
$966K
5
1CP
5
1607 Capital Partners
Virginia
$5.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
51
Waverly Advisors
Alabama
$116K +$116K +18,755 New
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$115K +$13K +2,096 +13%
DADC
53
D.A. Davidson & Co
Montana
$115K -$12.3K -2,000 -10%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$102K -$21.7K -3,490 -18%
KAS
55
Kestra Advisory Services
Texas
$95.6K +$105 +17 +0.1%
Nomura Holdings
56
Nomura Holdings
Japan
$92.7K +$92.7K +15,000 New
PIA
57
Powell Investment Advisors
Florida
$90.4K +$90.4K +14,627 New
Stifel Financial
58
Stifel Financial
Missouri
$85.4K +$1.75K +283 +2%
AAS
59
Avantax Advisory Services
Texas
$83.7K +$83.7K +13,548 New
MML Investors Services
60
MML Investors Services
Massachusetts
$76K -$58.7K -9,446 -44%
XT
61
XTX Topco
Cayman Islands
$73.1K +$73.1K +11,825 New
TC
62
TownSquare Capital
Utah
$69.9K +$69.9K +11,308 New
CCM
63
CTC Capital Management
Illinois
$68.4K -$14.8K -2,400 -18%
BWM
64
BlackDiamond Wealth Management
New York
$63.8K -$3.5K -561 -5%
OLVIG
65
Oliver Lagore Vanvalin Investment Group
Michigan
$56.4K +$25.5K +4,119 +82%
SPIA
66
Steward Partners Investment Advisory
New York
$53.1K – – –
HCM
67
Hollencrest Capital Management
California
$49K – – –
SIS
68
Sound Income Strategies
Florida
$40.1K +$340 +55 +0.9%
EC
69
Elequin Capital
New York
$16.6K -$53.8K -8,709 -76%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$13.2K +$13.2K +2,132 New
UB
71
UMB Bank
Missouri
$8.44K +$8.44K +1,366 New
AF
72
Advisornet Financial
Minnesota
$8.24K -$12 -2 -0.1%
Citigroup
73
Citigroup
New York
$6.68K – – –
SWM
74
Spire Wealth Management
Virginia
$6.08K +$6.08K +983 New
Bessemer Group
75
Bessemer Group
New Jersey
$6K +$43 +7 +0.7%
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