FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

47 hedge funds and large institutions have $59.7M invested in Franklin Limited Duration Income Trust in 2017 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 8 closing their positions.

Holders
47
Holders Change
+2
Holders Change %
+4.44%
% 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
18
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$5.4M
2
GC
2
Guggenheim Capital
Illinois
$3.64M
3
Invesco
3
Invesco
Georgia
$6.94M
4
Cohen & Steers
4
Cohen & Steers
New York
$4.19M
5
DA
5
Doliver Advisors
Texas
$216K

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$0
2
SIA
2
Sit Investment Associates
Minnesota
$17.9M
3
Ameriprise
3
Ameriprise
Minnesota
$0
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$0
5
Wells Fargo
5
Wells Fargo
California
$1.53M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$17.9M 1,512,656 -271,275 -15%
Invesco
2
Invesco
Georgia
$6.94M 586,772 +75,065 +15%
BCI
3
Brinker Capital Investments
Pennsylvania
$5.4M 456,846 +456,846 New
Cohen & Steers
4
Cohen & Steers
New York
$4.19M 354,481 +63,282 +22%
GC
5
Guggenheim Capital
Illinois
$3.64M 307,535 +77,569 +34%
RJA
6
Raymond James & Associates
Florida
$2.59M 219,257 -13,487 -6%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$2.21M 187,093 +2,210 +1%
Morgan Stanley
8
Morgan Stanley
New York
$1.94M 163,906 -14,237 -8%
Bank of America
9
Bank of America
North Carolina
$1.78M 150,160 +6,528 +5%
AG
10
Advisor Group
Arizona
$1.58M 133,622 +11,618 +10%
Wells Fargo
11
Wells Fargo
California
$1.53M 129,202 -59,601 -32%
First Trust Advisors
12
First Trust Advisors
Illinois
$1.48M 124,840 +5,288 +4%
Koshinski Asset Management
13
Koshinski Asset Management
Illinois
$1.37M 116,159 -3,146 -3%
NL
14
NWAM LLC
Washington
$807K 68,238 -1 -0%
FFG
15
Ford Financial Group
California
$707K 59,550 +59,550 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$614K 51,940 +3,207 +7%
LPL Financial
17
LPL Financial
California
$424K 35,818 +10,181 +40%
CIA
18
Capital Investment Advisors
Georgia
$398K 33,660 +400 +1%
GWM
19
Greenwich Wealth Management
Connecticut
$397K 33,574 +69 +0.2%
SWM
20
SeaCrest Wealth Management
New York
$396K 33,456 +33,456 New
DADC
21
D.A. Davidson & Co
Montana
$369K 31,155 – –
UBS Group
22
UBS Group
Switzerland
$337K 28,511 +7,909 +38%
SFS
23
Sowell Financial Services
Arkansas
$312K 26,269 -4,055 -13%
RJT
24
Raymond James Trust
Florida
$250K 21,115 +2,125 +11%
AA
25
Ancora Advisors
Ohio
$237K 20,000 -53,000 -73%
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