FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

79 hedge funds and large institutions have $93.3M invested in Franklin Limited Duration Income Trust in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+7
Holders Change %
+9.72%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
33
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cetera Advisors
Colorado
$5.62M
2
Wells Fargo
2
Wells Fargo
California
$3.31M
3
SFS
3
Shaker Financial Services
Virginia
$3.25M
4
COLIM
4
City of London Investment Management
United Kingdom
$4.96M
5
AIA
5
Absolute Investment Advisers
Florida
$813K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.74M
2
1CP
2
1607 Capital Partners
Virginia
$3.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$102K
4
CCP
4
Clough Capital Partners
Massachusetts
$0
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$3.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
76
Plante Moran Financial Advisors
Michigan
$3.25K +$3.25K +518 New
AF
77
Allworth Financial
California
$2.82K – – –
FFA
78
Farther Finance Advisors
California
$1.37K – – –
AssetMark Inc
79
AssetMark Inc
California
$276 +$276 +44 New
CCP
80
Clough Capital Partners
Massachusetts
– -$1.54M -246,900 Closed
EC
81
Elequin Capital
New York
– -$179K -28,711 Closed
Nomura Holdings
82
Nomura Holdings
Japan
– -$148K -23,812 Closed
AWM
83
AE Wealth Management
Kansas
– -$137K -21,819 Closed
CAS
84
CTC Alternative Strategies
Illinois
– -$65.4K -10,512 Closed
CAG
85
Csenge Advisory Group
Florida
– -$64.1K -10,309 Closed
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