We are live on ! Find out more
FTF

Franklin Limited Duration Income Trust

86 hedge funds and large institutions have $85.7M invested in Franklin Limited Duration Income Trust in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 29

1.61% less ownership

Funds ownership: 37.99%36.38% (-1.6%)

9% less capital invested

Capital invested by funds: $94.5M → $85.7M (-$8.77M)

12% less funds holding

Funds holding: 9886 (-12)

53% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 15

Holders
86
Holders Change
-12
Holders Change %
-12.24%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
30
Reduced
29
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
51
Merit Financial Group
Georgia
$124K +$1.03K +170 +0.8%
PA
52
Procyon Advisors
Connecticut
$116K +$54.8K +9,000 +83%
WS
53
Wedbush Securities
California
$109K +$48.7K +8,000 +75%
Truist Financial
54
Truist Financial
North Carolina
$100K +$105K +17,189 New
CIA
55
Capital Investment Advisors
Georgia
$97.2K +$9.84K +1,616 +11%
MC
56
Moors & Cabot
Massachusetts
$90.4K -$15.2K -2,500 -14%
CA
57
CoreCap Advisors
Michigan
$88.2K -$110K -18,120 -55%
BC
58
Barrett & Company
Rhode Island
$83.8K
WA
59
Waverly Advisors
Alabama
$76.1K -$47.4K -7,791 -37%
MML Investors Services
60
MML Investors Services
Massachusetts
$74.2K +$876 +144 +1%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$73K -$20.1K -3,308 -21%
Mariner
62
Mariner
Kansas
$68.5K -$7.59K -1,247 -9%
PAS
63
Park Avenue Securities
New York
$68K +$2.45K +402 +4%
NAS
64
NWF Advisory Services
California
$66.5K -$9.74K -1,600 -12%
DADC
65
D.A. Davidson & Co
Montana
$65.7K
LOPW
66
Live Oak Private Wealth
North Carolina
$58.3K
UWP
67
Uniting Wealth Partners
Kansas
$58.3K +$60.9K +10,000 New
SIA
68
Sit Investment Associates
Minnesota
$55K
ACM
69
Anfield Capital Management
California
$50.1K
SIS
70
Sound Income Strategies
Florida
$42.7K +$511 +84 +1%
FFA
71
Farther Finance Advisors
California
$37K +$37.2K +6,114 +2,792%
PWPS
72
Pinnacle Wealth Planning Services
Ohio
$35.3K +$1.1K +181 +3%
CT
73
Caldwell Trust
Florida
$16.3K
WA
74
WPG Advisers
Maryland
$14.8K +$1.69K +277 +12%
SPIA
75
Steward Partners Investment Advisory
New York
$11.5K