FTF

Franklin Limited Duration Income Trust

76 hedge funds and large institutions have $86.6M invested in Franklin Limited Duration Income Trust in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
-1
Holders Change %
-1.3%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
25
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
51
Capital Investment Advisors
Georgia
$110K -$5.84K -875 -5%
CL
52
Choreo LLC
Illinois
$109K +$19.6K +2,914 +22%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$108K
VF
54
Virtu Financial
New York
$108K +$108K +16,156 New
BC
55
Barrett & Company
Rhode Island
$103K
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$102K -$26.4K -3,957 -21%
SI
57
Stephens Inc
Arkansas
$84.2K -$4.5K -675 -5%
PS
58
Principal Securities
Iowa
$74.6K
DA
59
Detalus Advisors
Missouri
$73.9K -$10K -1,500 -12%
BWM
60
BlackDiamond Wealth Management
New York
$73.5K -$1.9K -289 -3%
OLVIG
61
Oliver Lagore Vanvalin Investment Group
Michigan
$72.2K -$11.3K -1,700 -14%
MSAM
62
Moloney Securities Asset Management
Missouri
$69.4K +$940 +141 +1%
CP
63
Covenant Partners
Tennessee
$68.5K +$68.5K +10,270 New
LOPW
64
Live Oak Private Wealth
North Carolina
$66.7K
SIS
65
Sound Income Strategies
Florida
$45.7K +$427 +64 +0.9%
UCI
66
Uncommon Cents Investing
Wisconsin
$10K +$10K +1,500 New
AF
67
Advisornet Financial
Minnesota
$9.15K
HNB
68
Hilltop National Bank
Wyoming
$8.84K
GWM
69
Geneos Wealth Management
Colorado
$6.22K +$6.22K +932 New
SPIA
70
Steward Partners Investment Advisory
New York
$5.77K
Comerica Bank
71
Comerica Bank
Texas
$5.06K +$220 +33 +5%
FFA
72
Farther Finance Advisors
California
$3.37K
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$2K +$2K +242 New
AF
74
Allworth Financial
California
$1K
AssetMark Inc
75
AssetMark Inc
California
$293