FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

55 hedge funds and large institutions have $97M invested in Franklin Limited Duration Income Trust in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 4 closing their positions.

Holders
55
Holders Change
+7
Holders Change %
+14.58%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
15
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$4.82M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$5.49M
3
Citigroup
3
Citigroup
New York
$768K
4
SFS
4
Shaker Financial Services
Virginia
$622K
5
SIA
5
Sit Investment Associates
Minnesota
$59.1M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$1.58M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$1.36M
3
GC
3
Guggenheim Capital
Illinois
$927K
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$3K
5
FFG
5
Ford Financial Group
California
$832K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$59.1M 6,269,840 +65,479 +1%
Osaic Holdings
2
Osaic Holdings
Arizona
$5.49M 582,325 +203,507 +54%
BCI
3
Brinker Capital Investments
Pennsylvania
$4.82M 511,244 +274,390 +116%
Invesco
4
Invesco
Georgia
$3.7M 392,190 +52,250 +15%
Cohen & Steers
5
Cohen & Steers
New York
$1.97M 209,168 – –
Koshinski Asset Management
6
Koshinski Asset Management
Illinois
$1.9M 201,658 -10,999 -5%
LPL Financial
7
LPL Financial
California
$1.67M 176,983 +3,372 +2%
RJA
8
Raymond James & Associates
Florida
$1.58M 167,443 -77,929 -32%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.36M 144,392 -55,423 -28%
Morgan Stanley
10
Morgan Stanley
New York
$1.08M 114,372 +14,604 +15%
MAFM
11
Mid Atlantic Financial Management
Pennsylvania
$1.06M 112,270 -700 -0.6%
OPS
12
Orion Portfolio Solutions
Nebraska
$1.04M 110,197 +44,344 +67%
GC
13
Guggenheim Capital
Illinois
$927K 98,348 -37,698 -28%
Bank of America
14
Bank of America
North Carolina
$896K 95,089 -4,302 -4%
FFG
15
Ford Financial Group
California
$832K 88,360 -24,252 -22%
UBS Group
16
UBS Group
Switzerland
$790K 83,850 +24,249 +41%
Citigroup
17
Citigroup
New York
$768K 81,521 +81,521 New
Wells Fargo
18
Wells Fargo
California
$628K 66,748 -13,784 -17%
CF
19
Centaurus Financial
California
$622K 66,036 -19,523 -23%
SFS
20
Shaker Financial Services
Virginia
$622K 66,061 +66,061 New
SWP
21
Stratos Wealth Partners
Ohio
$539K 57,198 +2,450 +4%
9WM
22
9258 Wealth Management
Ohio
$509K 54,052 -4,278 -7%
LCM
23
Landscape Capital Management
New Jersey
$430K 45,620 +45,620 New
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$401K 42,539 +42,539 New
CWA
25
Capital Wealth Alliance
Arizona
$400K 42,473 -1,529 -3%
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