FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

79 hedge funds and large institutions have $630M invested in Franklin Limited Duration Income Trust in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+3
Holders Change %
+3.95%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
27
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$5.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$15.6M
3
GA
3
GraniteShares Advisors
New York
$2.48M
4
GC
4
Guggenheim Capital
Illinois
$5.33M
5
AAM
5
Advisors Asset Management
Colorado
$3.52M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$539M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$310K
3
SIA
3
Sit Investment Associates
Minnesota
$1.98M
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$1.79M
5
MC
5
Matisse Capital
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$101K +$178 +27 +0.2%
EM
52
ELCO Management
New York
$97.5K -$19.9K -3,000 -17%
VF
53
Virtu Financial
New York
$87K -$20.5K -3,075 -19%
LCM
54
Landscape Capital Management
New Jersey
$85.1K +$85.1K +12,829 New
Citadel Advisors
55
Citadel Advisors
Florida
$85K +$85K +12,820 New
Stifel Financial
56
Stifel Financial
Missouri
$84.5K -$35K -5,286 -29%
Mariner
57
Mariner
Kansas
$76.2K +$76.2K +11,486 New
PS
58
Principal Securities
Iowa
$74.1K – – –
OLVIG
59
Oliver Lagore Vanvalin Investment Group
Michigan
$71.7K – – –
BWM
60
BlackDiamond Wealth Management
New York
$70.4K -$3.95K -596 -5%
WS
61
Wedbush Securities
California
$70K -$98.9K -15,000 -59%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$67K +$67K +10,095 New
LOPW
63
Live Oak Private Wealth
North Carolina
$66.3K – – –
UWP
64
Uniting Wealth Partners
Kansas
$66.3K +$66.3K +10,000 New
ACM
65
Anfield Capital Management
California
$56.9K +$56.9K +8,586 New
SIS
66
Sound Income Strategies
Florida
$45.9K +$444 +67 +1%
WA
67
WPG Advisers
Maryland
$11.9K +$11.9K +1,793 New
SAM
68
Synergy Asset Management
Washington
$10.7K +$10.7K +1,600 New
AF
69
Advisornet Financial
Minnesota
$9.1K – – –
HNB
70
Hilltop National Bank
Wyoming
$8.79K – – –
GWM
71
Geneos Wealth Management
Colorado
$8.45K +$2.27K +343 +37%
SPIA
72
Steward Partners Investment Advisory
New York
$6.4K +$663 +100 +12%
Comerica Bank
73
Comerica Bank
Texas
$5.82K +$789 +119 +16%
Jones Financial Companies
74
Jones Financial Companies
Missouri
$3.04K +$3.04K +458 New
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
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