FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

55 hedge funds and large institutions have $85.3M invested in Franklin Limited Duration Income Trust in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+3
Holders Change %
+5.77%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
18
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
$44.9M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$2.23M
3
LPL Financial
LPL Financial
California
$1.87M
4
NFG
Next Financial Group
Texas
$736K
5
UBS Group
UBS Group
Switzerland
$1.72M

Top Sellers

1
SFS
Shaker Financial Services
Virginia
$725K
2
BCI
Brinker Capital Investments
Pennsylvania
$3.41M
3
Invesco
Invesco
Georgia
$4.15M
4
Cohen & Steers
Cohen & Steers
New York
$2.01M
5
NL
NWAM LLC
Washington
$422K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$44.9M +$2.27M +236,685 +5%
Invesco
2
Invesco
Georgia
$4.15M -$308K -32,120 -7%
BCI
3
Brinker Capital Investments
Pennsylvania
$3.41M -$327K -34,121 -9%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$3.37M -$31.8K -3,312 -0.9%
RJA
5
Raymond James & Associates
Florida
$2.78M -$27.8K -2,900 -1%
Koshinski Asset Management
6
Koshinski Asset Management
Illinois
$2.23M +$2.23M +231,707 New
GC
7
Guggenheim Capital
Illinois
$2.12M -$91.2K -9,506 -4%
Cohen & Steers
8
Cohen & Steers
New York
$2.01M -$146K -15,233 -7%
LPL Financial
9
LPL Financial
California
$1.87M +$1.25M +130,083 +200%
UBS Group
10
UBS Group
Switzerland
$1.72M +$223K +23,239 +15%
Morgan Stanley
11
Morgan Stanley
New York
$1.63M +$139K +14,537 +9%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.48M +$22K +2,297 +2%
FFG
13
Ford Financial Group
California
$1.34M +$38.5K +4,020 +3%
MAFM
14
Mid Atlantic Financial Management
Pennsylvania
$1.18M -$29.8K -3,109 -2%
Wells Fargo
15
Wells Fargo
California
$959K +$168K +17,545 +21%
YCM
16
Yakira Capital Management
Connecticut
$937K -$26.8K -2,800 -3%
CF
17
Centaurus Financial
California
$827K +$5.4K +563 +0.7%
9WM
18
9258 Wealth Management
Ohio
$807K -$9.89K -1,032 -1%
Bank of America
19
Bank of America
North Carolina
$747K -$37.5K -3,911 -5%
NFG
20
Next Financial Group
Texas
$736K +$736K +76,797 New
SFS
21
Shaker Financial Services
Virginia
$725K -$711K -74,222 -50%
SWP
22
Stratos Wealth Partners
Ohio
$529K +$55.3K +5,760 +12%
SWM
23
SeaCrest Wealth Management
New York
$529K +$65.3K +6,808 +14%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$485K +$8.68K +907 +2%
NL
25
NWAM LLC
Washington
$422K -$94.8K -9,880 -18%
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