FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

74 hedge funds and large institutions have $88.1M invested in Franklin Limited Duration Income Trust in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 31 reducing their positions, and 12 closing their positions.

Holders
74
Holders Change
-5
Holders Change %
-6.33%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
18
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$4.61M
2
Morgan Stanley
2
Morgan Stanley
New York
$6.91M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$6.01M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$6.01M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$905K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
WAM
2
Wolverine Asset Management
Illinois
$668K
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$594K
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$6.46M
5
GC
5
Guggenheim Capital
Illinois
$2.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
51
Capital Investment Advisors
Georgia
$116K -$9.58K -1,550 -8%
WA
52
Waverly Advisors
Alabama
$116K – – –
CAG
53
Csenge Advisory Group
Florida
$116K +$116K +18,724 New
MML Investors Services
54
MML Investors Services
Massachusetts
$113K +$37.4K +6,053 +49%
DWM
55
Dakota Wealth Management
Florida
$101K +$101K +16,365 New
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$94.4K +$94.4K +15,274 New
PIA
57
Powell Investment Advisors
Florida
$90.4K – – –
AAS
58
Avantax Advisory Services
Texas
$86.8K +$3.08K +498 +4%
Stifel Financial
59
Stifel Financial
Missouri
$86K +$637 +103 +0.7%
KAS
60
Kestra Advisory Services
Texas
$85.5K -$10.2K -1,647 -11%
DADC
61
D.A. Davidson & Co
Montana
$79.4K -$35.2K -5,700 -31%
CAS
62
CTC Alternative Strategies
Illinois
$68.4K +$68.4K +11,066 New
BWM
63
BlackDiamond Wealth Management
New York
$62.6K -$738 -119 -1%
OLVIG
64
Oliver Lagore Vanvalin Investment Group
Michigan
$56.4K – – –
HCM
65
Hollencrest Capital Management
California
$49K – – –
SIS
66
Sound Income Strategies
Florida
$40.4K +$352 +57 +0.9%
SPIA
67
Steward Partners Investment Advisory
New York
$26.4K -$26.7K -4,318 -50%
UB
68
UMB Bank
Missouri
$8.44K – – –
AF
69
Advisornet Financial
Minnesota
$8.24K – – –
Bessemer Group
70
Bessemer Group
New Jersey
$8K +$1.92K +311 +32%
SWM
71
Spire Wealth Management
Virginia
$6.08K – – –
EC
72
Elequin Capital
New York
$3.74K -$12.8K -2,075 -77%
AF
73
Allworth Financial
California
$2.78K – – –
EWA
74
EverSource Wealth Advisors
Alabama
$161 – – –
RCM
75
Rivernorth Capital Management
Florida
– -$4.23M -684,485 Closed
1 2
3
4