FTF

Franklin Limited Duration Income Trust

57 hedge funds and large institutions have $79.2M invested in Franklin Limited Duration Income Trust in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 8 closing their positions.

Holders
57
Holders Change
+2
Holders Change %
+3.64%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
16
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$48.7M -$8.91M -969,566 -15%
Osaic Holdings
2
Osaic Holdings
Arizona
$5.42M +$72K +7,836 +1%
BCI
3
Brinker Capital Investments
Pennsylvania
$4.32M -$381K -41,468 -8%
Invesco
4
Invesco
Georgia
$2.68M -$927K -100,840 -26%
Cohen & Steers
5
Cohen & Steers
New York
$1.37M -$551K -60,000 -29%
RJA
6
Raymond James & Associates
Florida
$1.27M -$265K -28,800 -17%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.16M -$167K -18,163 -13%
MAFM
8
Mid Atlantic Financial Management
Pennsylvania
$1.11M +$74.4K +8,100 +7%
Morgan Stanley
9
Morgan Stanley
New York
$1.06M +$11.7K +1,273 +1%
OPS
10
Orion Portfolio Solutions
Nebraska
$1.03M +$13.4K +1,454 +1%
Bank of America
11
Bank of America
North Carolina
$893K +$19.1K +2,082 +2%
UBS Group
12
UBS Group
Switzerland
$890K +$119K +12,999 +16%
FFG
13
Ford Financial Group
California
$815K +$3.06K +333 +0.4%
LPL Financial
14
LPL Financial
California
$706K -$921K -100,196 -57%
CF
15
Centaurus Financial
California
$592K -$15.1K -1,639 -2%
SWP
16
Stratos Wealth Partners
Ohio
$543K +$17.3K +1,885 +3%
MML Investors Services
17
MML Investors Services
Massachusetts
$441K +$343K +37,371 +351%
9WM
18
9258 Wealth Management
Ohio
$439K -$57.4K -6,248 -12%
GC
19
Guggenheim Capital
Illinois
$399K -$504K -54,899 -56%
CWA
20
Capital Wealth Alliance
Arizona
$393K +$2.98K +325 +0.8%
SG
21
StoneX Group
New York
$321K +$132K +14,300 +70%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$310K +$11.1K +1,211 +4%
SWM
23
SeaCrest Wealth Management
New York
$309K -$54.8K -5,951 -15%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$298K -$93.1K -10,125 -24%
OC
25
Oppenheimer & Co
New York
$287K -$735 -80 -0.3%