FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

77 hedge funds and large institutions have $84.3M invested in Franklin Limited Duration Income Trust in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
-2
Holders Change %
-2.53%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
29
Reduced
31
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
$5.06M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
$9.24M
3
Morgan Stanley
Morgan Stanley
New York
$10.2M
4
GC
Guggenheim Capital
Illinois
$2.91M
5
AAM
Advisors Asset Management
Colorado
$602K

Top Sellers

1
COLIM
City of London Investment Management
United Kingdom
$602K
2
SIA
Sit Investment Associates
Minnesota
$8.68M
3
Osaic Holdings
Osaic Holdings
Arizona
$1.39M
4
BCI
Brinker Capital Investments
Pennsylvania
$0
5
OPS
Orion Portfolio Solutions
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
Avior Wealth Management
Nebraska
$115K +$43.3K +6,831 +61%
EM
52
ELCO Management
New York
$112K -$30.4K -4,800 -21%
CIA
53
Capital Investment Advisors
Georgia
$110K – – –
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$103K – – –
BC
55
Barrett & Company
Rhode Island
$98.2K -$11.8K -1,866 -11%
Stifel Financial
56
Stifel Financial
Missouri
$97.7K +$7.2K +1,135 +8%
AIA
57
Absolute Investment Advisers
Florida
$88.1K -$734K -115,740 -89%
CL
58
Choreo LLC
Illinois
$84.6K +$84.6K +13,320 New
SI
59
Stephens Inc
Arkansas
$84.3K +$8.24K +1,300 +11%
DA
60
Detalus Advisors
Missouri
$79.7K -$7.93K -1,250 -9%
OLVIG
61
Oliver Lagore Vanvalin Investment Group
Michigan
$79.4K +$10.8K +1,700 +16%
BWM
62
BlackDiamond Wealth Management
New York
$76.4K -$3.59K -540 -4%
PS
63
Principal Securities
Iowa
$70.9K +$4.67K +736 +7%
MSAM
64
Moloney Securities Asset Management
Missouri
$65.1K +$1.15K +181 +2%
LOPW
65
Live Oak Private Wealth
North Carolina
$63.4K +$63.4K +10,000 New
SIS
66
Sound Income Strategies
Florida
$43.1K +$418 +66 +1%
QL
67
Quarry LP
New York
$37.6K -$313K -49,404 -89%
CP
68
Camelot Portfolios
Ohio
$12.7K +$12.7K +2,000 New
IAIM
69
International Assets Investment Management
Florida
$10.5K +$10.5K +1,652 New
AF
70
Advisornet Financial
Minnesota
$8.7K – – –
HNB
71
Hilltop National Bank
Wyoming
$8.4K – – –
Bessemer Group
72
Bessemer Group
New Jersey
$8K +$420 +66 +6%
SPIA
73
Steward Partners Investment Advisory
New York
$5.48K – – –
Comerica Bank
74
Comerica Bank
Texas
$4.6K -$1.65K -261 -26%
FFA
75
Farther Finance Advisors
California
$3.21K +$1.82K +286 +131%
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