FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

75 hedge funds and large institutions have $83.9M invested in Franklin Limited Duration Income Trust in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+1
Holders Change %
+1.35%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
27
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$10.4M
2
COLIM
City of London Investment Management
United Kingdom
$2.6M
3
API
Advisor Partners II
California
$1.34M
4
AA
AQR Arbitrage
Connecticut
$2.3M
5
SCM
Saba Capital Management
New York
$1.12M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.63M
2
BCI
Brinker Capital Investments
Pennsylvania
$2.78M
3
OPS
Orion Portfolio Solutions
Nebraska
$2.78M
4
WAM
Wolverine Asset Management
Illinois
$46.2K
5
SFS
Shaker Financial Services
Virginia
$1.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$112K +$336 +55 +0.3%
WS
52
Wedbush Securities
California
$110K -$49.8K -8,200 -31%
VF
53
Virtu Financial
New York
$105K +$105K +17,270 New
DA
54
Detalus Advisors
Missouri
$97.3K -$34.1K -5,600 -26%
KAS
55
Kestra Advisory Services
Texas
$92.6K +$8.33K +1,367 +10%
PIA
56
Powell Investment Advisors
Florida
$89.1K – – –
Stifel Financial
57
Stifel Financial
Missouri
$85.4K +$639 +105 +0.8%
AAS
58
Avantax Advisory Services
Texas
$83.1K -$2.44K -401 -3%
CF
59
Centaurus Financial
California
$82K -$64.1K -10,463 -44%
DADC
60
D.A. Davidson & Co
Montana
$78.3K – – –
CAS
61
CTC Alternative Strategies
Illinois
$67.4K – – –
DWM
62
Dakota Wealth Management
Florida
$66.4K -$33.2K -5,455 -33%
OLVIG
63
Oliver Lagore Vanvalin Investment Group
Michigan
$65.9K +$10.4K +1,700 +19%
BWM
64
BlackDiamond Wealth Management
New York
$60.3K +$1.48K +254 +3%
HCM
65
Hollencrest Capital Management
California
$48.3K – – –
WAM
66
Wolverine Asset Management
Illinois
$46.2K -$612K -100,527 -93%
SIS
67
Sound Income Strategies
Florida
$40.1K +$238 +39 +0.6%
HCM
68
Highlander Capital Management
New Jersey
$33K +$33K +5,400 New
SPIA
69
Steward Partners Investment Advisory
New York
$26.1K – – –
EC
70
Elequin Capital
New York
$15.8K +$12.1K +1,984 +328%
AF
71
Advisornet Financial
Minnesota
$8.12K – – –
SWM
72
Spire Wealth Management
Virginia
$5.99K – – –
Bessemer Group
73
Bessemer Group
New Jersey
$5K -$2.36K -414 -32%
Comerica Bank
74
Comerica Bank
Texas
$4.5K +$4.5K +739 New
AF
75
Allworth Financial
California
$2.74K – – –
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