FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

72 hedge funds and large institutions have $95.4M invested in Franklin Limited Duration Income Trust in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 10 closing their positions.

Holders
72
Holders Change
-3
Holders Change %
-4%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
31
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$14.2M
2
CCP
2
Clough Capital Partners
Massachusetts
$1.54M
3
Wells Fargo
3
Wells Fargo
California
$1.23M
4
COLIM
4
City of London Investment Management
United Kingdom
$3.4M
5
QL
5
Quarry LP
New York
$641K

Top Sellers

1
GA
1
GraniteShares Advisors
New York
$0
2
SCM
2
Saba Capital Management
New York
$0
3
Lazard Asset Management
3
Lazard Asset Management
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$3.12M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$5.7M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
51
Waverly Advisors
Alabama
$117K 18,755 – –
MML Investors Services
52
MML Investors Services
Massachusetts
$110K 17,679 -664 -4%
KAS
53
Kestra Advisory Services
Texas
$103K 16,590 +1,393 +9%
AAS
54
Avantax Advisory Services
Texas
$101K 16,284 +2,639 +19%
PIA
55
Powell Investment Advisors
Florida
$91K 14,627 – –
DA
56
Detalus Advisors
Missouri
$86K 13,828 -2,145 -13%
BWM
57
BlackDiamond Wealth Management
New York
$76.2K 12,055 +1,700 +16%
WCG
58
Wall Capital Group
Arizona
$69.5K 11,176 +11,176 New
OLVIG
59
Oliver Lagore Vanvalin Investment Group
Michigan
$67.3K 10,819 – –
CAS
60
CTC Alternative Strategies
Illinois
$65.4K 10,512 -554 -5%
PS
61
Principal Securities
Iowa
$65K 10,445 +10,445 New
CAG
62
Csenge Advisory Group
Florida
$64.1K 10,309 +10,309 New
WAM
63
Wolverine Asset Management
Illinois
$48.1K 7,741 +150 +2%
SIS
64
Sound Income Strategies
Florida
$41.3K 6,644 +61 +0.9%
HCM
65
Highlander Capital Management
New Jersey
$33.6K 5,400 – –
AF
66
Advisornet Financial
Minnesota
$8.29K 1,333 – –
SWM
67
Spire Wealth Management
Virginia
$6.08K 983 – –
Bessemer Group
68
Bessemer Group
New Jersey
$6K 914 +35 +4%
Comerica Bank
69
Comerica Bank
Texas
$5.53K 889 +150 +20%
SPIA
70
Steward Partners Investment Advisory
New York
$5.38K 865 -3,414 -80%
AF
71
Allworth Financial
California
$2.8K 450 – –
FFA
72
Farther Finance Advisors
California
$1.36K 219 – –
GA
73
GraniteShares Advisors
New York
– – -235,345 Closed
SCM
74
Saba Capital Management
New York
– – -184,497 Closed
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
– – -29,448 Closed
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