FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

79 hedge funds and large institutions have $90.6M invested in Franklin Limited Duration Income Trust in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
–
Holders Change %
0%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
30
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$4.58M
2
Morgan Stanley
Morgan Stanley
New York
+$3.43M
3
AAM
Advisors Asset Management
Colorado
+$1.95M
4
GC
Guggenheim Capital
Illinois
+$767K
5
RAM
Readystate Asset Management
Illinois
+$693K

Top Sellers

1
Pathstone Holdings
Pathstone Holdings
New Jersey
-$5.37M
2
SIA
Sit Investment Associates
Minnesota
-$1.88M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
-$1.79M
4
PCM
Penserra Capital Management
California
-$768K
5
1CP
1607 Capital Partners
Virginia
-$685K
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
51
Mariner
Kansas
$106K +$31.4K +4,868 +42%
CIA
52
Capital Investment Advisors
Georgia
$99.2K -$7.43K -1,150 -7%
BC
53
Barrett & Company
Rhode Island
$95.2K -$4.85K -751 -5%
EM
54
ELCO Management
New York
$95K – – –
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$94K -$5.19K -800 -5%
MML Investors Services
56
MML Investors Services
Massachusetts
$86K -$33.7K -5,208 -28%
AWM
57
Avior Wealth Management
Nebraska
$84.3K -$50.2K -7,777 -37%
Stifel Financial
58
Stifel Financial
Missouri
$84.1K +$1.71K +264 +2%
NAS
59
NWF Advisory Services
California
$84K +$84K +13,000 New
EC
60
Elequin Capital
New York
$77.5K +$77.5K +11,991 New
PS
61
Principal Securities
Iowa
$74.1K – – –
PAS
62
Park Avenue Securities
New York
$70K +$70K +10,798 New
WS
63
Wedbush Securities
California
$69K – – –
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$69K +$3.44K +530 +5%
BWM
65
BlackDiamond Wealth Management
New York
$67.1K -$762 -119 -1%
UWP
66
Uniting Wealth Partners
Kansas
$64.6K – – –
LOPW
67
Live Oak Private Wealth
North Carolina
$64.6K – – –
SIA
68
Sit Investment Associates
Minnesota
$61K -$1.88M -289,610 -97%
ACM
69
Anfield Capital Management
California
$55.5K – – –
SIS
70
Sound Income Strategies
Florida
$45.2K +$446 +69 +1%
WA
71
WPG Advisers
Maryland
$17K +$5.38K +833 +46%
SPIA
72
Steward Partners Investment Advisory
New York
$12.7K +$6.46K +1,000 +104%
AF
73
Advisornet Financial
Minnesota
$8.86K – – –
Comerica Bank
74
Comerica Bank
Texas
$6.36K +$691 +107 +12%
CCM
75
Coldstream Capital Management
Washington
$4.37K +$4.37K +677 New
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