FTF

Franklin Limited Duration Income Trust

98 hedge funds and large institutions have $94.5M invested in Franklin Limited Duration Income Trust in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$5.04M
2 +$3.02M
3 +$1.5M
4
Morgan Stanley
Morgan Stanley
New York
+$1.31M
5
QL
Quarry LP
New York
+$1.19M

Top Sellers

1 -$1.22M
2 -$650K
3 -$280K
4
Invesco
Invesco
Georgia
-$268K
5
Brown Advisory
Brown Advisory
Maryland
-$189K
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
76
BlackDiamond Wealth Management
New York
$62.8K
LOPW
77
Live Oak Private Wealth
North Carolina
$61.5K
SIA
78
Sit Investment Associates
Minnesota
$58K
ACM
79
Anfield Capital Management
California
$52.8K
SIS
80
Sound Income Strategies
Florida
$44.9K
PWPS
81
Pinnacle Wealth Planning Services
Ohio
$36.1K
EB
82
Eastern Bank
Massachusetts
$30.8K
CT
83
Caldwell Trust
Florida
$17.2K
Jones Financial Companies
84
Jones Financial Companies
Missouri
$14.4K
WA
85
WPG Advisers
Maryland
$13.9K
SPIA
86
Steward Partners Investment Advisory
New York
$12.1K
RA
87
Ransom Advisory
Rhode Island
$9.22K
Comerica Bank
88
Comerica Bank
Texas
$8.78K
AF
89
Advisornet Financial
Minnesota
$8.44K
HNB
90
Hilltop National Bank
Wyoming
$8.15K
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$7.87K
HWP
92
Highline Wealth Partners
California
$3.57K
MCM
93
MAI Capital Management
Ohio
$2.17K
SAG
94
SageView Advisory Group
California
$1.63K
FFA
95
Farther Finance Advisors
California
$1.35K
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$1K
HNB
97
Huntington National Bank
Ohio
$609
AssetMark Inc
98
AssetMark Inc
California
$271
FPGK
99
Financial Partners Group (Kansas)
Kansas
GP
100
Gridiron Partners
Pennsylvania