FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

79 hedge funds and large institutions have $93.3M invested in Franklin Limited Duration Income Trust in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+7
Holders Change %
+9.72%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
33
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cetera Advisors
Colorado
$5.62M
2
Wells Fargo
2
Wells Fargo
California
$3.31M
3
SFS
3
Shaker Financial Services
Virginia
$3.25M
4
COLIM
4
City of London Investment Management
United Kingdom
$4.96M
5
AIA
5
Absolute Investment Advisers
Florida
$813K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.74M
2
1CP
2
1607 Capital Partners
Virginia
$3.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$102K
4
CCP
4
Clough Capital Partners
Massachusetts
$0
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$3.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
51
Waverly Advisors
Alabama
$118K – – –
PIA
52
Powell Investment Advisors
Florida
$115K +$23.2K +3,693 +25%
AAS
53
Avantax Advisory Services
Texas
$112K +$10.3K +1,650 +10%
MML Investors Services
54
MML Investors Services
Massachusetts
$111K +$407 +65 +0.4%
CIA
55
Capital Investment Advisors
Georgia
$109K -$9.09K -1,450 -8%
BC
56
Barrett & Company
Rhode Island
$109K -$17.2K -2,750 -14%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$102K -$1.77M -282,984 -95%
Stifel Financial
58
Stifel Financial
Missouri
$89.5K +$89.5K +14,269 New
DA
59
Detalus Advisors
Missouri
$86.7K – – –
BWM
60
BlackDiamond Wealth Management
New York
$75.5K -$119 -19 -0.2%
SI
61
Stephens Inc
Arkansas
$75.2K +$75.2K +12,000 New
AWM
62
Avior Wealth Management
Nebraska
$70.7K +$70.7K +11,277 New
OLVIG
63
Oliver Lagore Vanvalin Investment Group
Michigan
$67.8K – – –
PS
64
Principal Securities
Iowa
$65.5K – – –
MSAM
65
Moloney Securities Asset Management
Missouri
$63.2K +$63.2K +10,081 New
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$45.3K +$45.3K +7,224 New
SIS
67
Sound Income Strategies
Florida
$42.2K +$520 +83 +1%
HCM
68
Highlander Capital Management
New Jersey
$33.9K – – –
BBPWM
69
Blue Bell Private Wealth Management
Pennsylvania
$12.5K +$12.5K +2,000 New
AF
70
Advisornet Financial
Minnesota
$8.6K +$244 +39 +3%
HNB
71
Hilltop National Bank
Wyoming
$8.31K +$8.31K +1,325 New
Bessemer Group
72
Bessemer Group
New Jersey
$7K +$1.63K +277 +30%
Comerica Bank
73
Comerica Bank
Texas
$6.19K +$614 +98 +11%
SWM
74
Spire Wealth Management
Virginia
$6.16K – – –
SPIA
75
Steward Partners Investment Advisory
New York
$5.42K – – –
1 2
3
4