FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

54 hedge funds and large institutions have $40M invested in Franklin Limited Duration Income Trust in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 7 closing their positions.

Holders
54
Holders Change
–
Holders Change %
0%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
26
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.83M
2
GC
2
Guggenheim Capital
Illinois
$787K
3
UBS Group
3
UBS Group
Switzerland
$1.1M
4
MAFM
4
Mid Atlantic Financial Management
Pennsylvania
$1.36M
5
TSS
5
Two Sigma Securities
New York
$191K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$9.31M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$5.11M
3
SG
3
StoneX Group
New York
$0
4
Lazard Asset Management
4
Lazard Asset Management
New York
$109K
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$9.31M 1,024,386 -1,604,546 -61%
Osaic Holdings
2
Osaic Holdings
Arizona
$5.11M 562,432 -131,956 -19%
BCI
3
Brinker Capital Investments
Pennsylvania
$4.11M 451,570 +2,416 +0.5%
Invesco
4
Invesco
Georgia
$3.1M 340,602 +6,577 +2%
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$1.83M 201,810 +201,810 New
MAFM
6
Mid Atlantic Financial Management
Pennsylvania
$1.36M 149,974 +24,000 +19%
RJA
7
Raymond James & Associates
Florida
$1.16M 128,028 -14,037 -10%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.11M 121,825 -9,229 -7%
UBS Group
9
UBS Group
Switzerland
$1.1M 120,770 +29,416 +32%
OPS
10
Orion Portfolio Solutions
Nebraska
$996K 109,581 -1,643 -1%
Bank of America
11
Bank of America
North Carolina
$875K 96,227 +1,878 +2%
Morgan Stanley
12
Morgan Stanley
New York
$797K 87,647 +18,367 +27%
GC
13
Guggenheim Capital
Illinois
$787K 86,528 +54,481 +170%
FFG
14
Ford Financial Group
California
$633K 69,647 +110 +0.2%
CWA
15
Capital Wealth Alliance
Arizona
$575K 63,354 +6,090 +11%
SFS
16
Sowell Financial Services
Arkansas
$571K 62,256 +2,028 +3%
SWP
17
Stratos Wealth Partners
Ohio
$556K 61,208 +1,300 +2%
CF
18
Centaurus Financial
California
$552K 60,740 -2,207 -4%
9WM
19
9258 Wealth Management
Ohio
$402K 44,188 -276 -0.6%
LPL Financial
20
LPL Financial
California
$382K 42,037 +2,102 +5%
SWM
21
SeaCrest Wealth Management
New York
$340K 37,446 +106 +0.3%
OC
22
Oppenheimer & Co
New York
$326K 35,983 -359 -1%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$301K 33,089 +1,878 +6%
AWM
24
AE Wealth Management
Kansas
$264K 29,001 +1,076 +4%
MML Investors Services
25
MML Investors Services
Massachusetts
$263K 28,955 +14,198 +96%
1
2 3