FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

58 hedge funds and large institutions have $95.5M invested in Franklin Limited Duration Income Trust in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 14 closing their positions.

Holders
58
Holders Change
–
Holders Change %
0%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
19
Reduced
16
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$45.5M
2
RCM
2
Rivernorth Capital Management
Florida
$10.1M
3
FFG
3
Ford Financial Group
California
$1.27M
4
Morgan Stanley
4
Morgan Stanley
New York
$3.29M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$2.5M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$0
2
GC
2
Guggenheim Capital
Illinois
$2.46M
3
COLIM
3
City of London Investment Management
United Kingdom
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
GWM
5
Greenwich Wealth Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$45.5M 5,043,597 +4,616,723 +1,082%
RCM
2
Rivernorth Capital Management
Florida
$10.1M 1,110,807 +1,110,807 New
Invesco
3
Invesco
Georgia
$6.4M 709,644 +66,740 +10%
BCI
4
Brinker Capital Investments
Pennsylvania
$3.42M 379,552 +18,778 +5%
Morgan Stanley
5
Morgan Stanley
New York
$3.29M 365,108 +120,036 +49%
Koshinski Asset Management
6
Koshinski Asset Management
Illinois
$2.5M 276,630 +114,261 +70%
GC
7
Guggenheim Capital
Illinois
$2.46M 273,066 -58,536 -18%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$2.34M 258,822 -10,057 -4%
Cohen & Steers
9
Cohen & Steers
New York
$2.02M 224,401 – –
RJA
10
Raymond James & Associates
Florida
$1.72M 190,210 -25,844 -12%
Bank of America
11
Bank of America
North Carolina
$1.29M 143,194 +4,086 +3%
AG
12
Advisor Group
Arizona
$1.29M 142,868 -1,726 -1%
FFG
13
Ford Financial Group
California
$1.27M 140,609 +140,609 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.05M 116,824 +42,262 +57%
YCM
15
Yakira Capital Management
Connecticut
$907K 100,520 +100,520 New
9WM
16
9258 Wealth Management
Ohio
$870K 96,434 +96,434 New
MAFM
17
Mid Atlantic Financial Management
Pennsylvania
$780K 86,500 +86,500 New
UBS Group
18
UBS Group
Switzerland
$748K 82,918 +60,297 +267%
SFS
19
Shaker Financial Services
Virginia
$702K 77,778 +77,778 New
CCP
20
Clough Capital Partners
Massachusetts
$694K 76,928 +76,928 New
LCM
21
Landscape Capital Management
New Jersey
$688K 76,290 +53,421 +234%
NL
22
NWAM LLC
Washington
$488K 54,070 -4,844 -8%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$460K 51,036 -2,198 -4%
LPL Financial
24
LPL Financial
California
$428K 47,397 +11,762 +33%
SWP
25
Stratos Wealth Partners
Ohio
$411K 45,598 +7,846 +21%
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