FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

83 hedge funds and large institutions have $87.3M invested in Franklin Limited Duration Income Trust in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
28
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
Advisors Asset Management
Colorado
$6.68M
2
SFS
Shaker Financial Services
Virginia
$4.32M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$707K
4
PCM
Penserra Capital Management
California
$7.11M
5
Morgan Stanley
Morgan Stanley
New York
$18.8M

Top Sellers

1
Pathstone Holdings
Pathstone Holdings
New Jersey
$1.48M
2
1CP
1607 Capital Partners
Virginia
$0
3
Raymond James Financial
Raymond James Financial
Florida
$382K
4
IA
Integrity Alliance
Iowa
$0
5
Osaic Holdings
Osaic Holdings
Arizona
$1.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
51
Virtu Financial
New York
$106K +$106K +16,477 New
Mariner
52
Mariner
Kansas
$102K -$3.36K -524 -3%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$98.4K -$75.8K -11,811 -44%
DADC
54
D.A. Davidson & Co
Montana
$98.1K +$98.1K +15,275 New
BC
55
Barrett & Company
Rhode Island
$94.6K +$6 +1 +0%
CIA
56
Capital Investment Advisors
Georgia
$94.6K -$4.05K -630 -4%
MML Investors Services
57
MML Investors Services
Massachusetts
$87K +$1.86K +290 +2%
Stifel Financial
58
Stifel Financial
Missouri
$83.6K +$83 +13 +0.1%
GWM
59
Geneos Wealth Management
Colorado
$80K -$1.33K -207 -2%
EM
60
ELCO Management
New York
$78.3K -$16.1K -2,500 -17%
PS
61
Principal Securities
Iowa
$71.8K – – –
OLVIG
62
Oliver Lagore Vanvalin Investment Group
Michigan
$69.9K +$69.9K +10,819 New
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$69K +$426 +66 +0.6%
WS
64
Wedbush Securities
California
$68K – – –
PAS
65
Park Avenue Securities
New York
$66K -$3.68K -570 -5%
UWP
66
Uniting Wealth Partners
Kansas
$64.2K – – –
LOPW
67
Live Oak Private Wealth
North Carolina
$64.2K – – –
SIA
68
Sit Investment Associates
Minnesota
$60K – – –
WAM
69
Wolverine Asset Management
Illinois
$56.3K +$56.3K +8,762 New
ACM
70
Anfield Capital Management
California
$55.1K – – –
SIS
71
Sound Income Strategies
Florida
$45.4K +$469 +73 +1%
CIBC Private Wealth Group
72
CIBC Private Wealth Group
Georgia
$32.2K +$32.2K +5,016 New
WA
73
WPG Advisers
Maryland
$12.7K -$4.21K -655 -25%
SPIA
74
Steward Partners Investment Advisory
New York
$12.6K – – –
Comerica Bank
75
Comerica Bank
Texas
$11.6K +$5.26K +819 +83%
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