FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

57 hedge funds and large institutions have $34.4M invested in Franklin Limited Duration Income Trust in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
57
Holders Change
+3
Holders Change %
+5.56%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
20
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$2.87M
2
NA
2
NewEdge Advisors
Louisiana
$1.56M
3
SFS
3
Shaker Financial Services
Virginia
$708K
4
Invesco
4
Invesco
Georgia
$3.76M
5
UBS Group
5
UBS Group
Switzerland
$1.53M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$1.75M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$0
3
TSS
3
Two Sigma Securities
New York
$0
4
Ameriprise
4
Ameriprise
Minnesota
$0
5
Lazard Asset Management
5
Lazard Asset Management
New York
$109K
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$5.3M 583,122 +20,690 +4%
BCI
2
Brinker Capital Investments
Pennsylvania
$4.06M 446,467 -5,103 -1%
Invesco
3
Invesco
Georgia
$3.76M 413,967 +73,365 +22%
RJA
4
Raymond James & Associates
Florida
$2.87M 316,174 +188,146 +147%
SIA
5
Sit Investment Associates
Minnesota
$1.75M 192,065 -832,321 -81%
NA
6
NewEdge Advisors
Louisiana
$1.56M 172,074 +172,074 New
UBS Group
7
UBS Group
Switzerland
$1.53M 168,224 +47,454 +39%
GC
8
Guggenheim Capital
Illinois
$1.13M 124,367 +37,839 +44%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.08M 119,240 -2,585 -2%
OPS
10
Orion Portfolio Solutions
Nebraska
$1.01M 110,766 +1,185 +1%
Morgan Stanley
11
Morgan Stanley
New York
$904K 99,476 +11,829 +13%
Bank of America
12
Bank of America
North Carolina
$777K 85,431 -10,796 -11%
SFS
13
Shaker Financial Services
Virginia
$708K 77,865 +77,865 New
CWA
14
Capital Wealth Alliance
Arizona
$608K 66,979 +3,625 +6%
CF
15
Centaurus Financial
California
$583K 64,089 +3,349 +6%
SWP
16
Stratos Wealth Partners
Ohio
$565K 62,208 +1,000 +2%
SFS
17
Sowell Financial Services
Arkansas
$494K 53,910 -8,346 -13%
9WM
18
9258 Wealth Management
Ohio
$387K 42,622 -1,566 -4%
LPL Financial
19
LPL Financial
California
$379K 41,724 -313 -0.7%
SWM
20
SeaCrest Wealth Management
New York
$337K 37,057 -389 -1%
OC
21
Oppenheimer & Co
New York
$328K 36,126 +143 +0.4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$308K 33,927 +838 +3%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$252K 27,677 +2,330 +9%
MML Investors Services
24
MML Investors Services
Massachusetts
$251K 27,577 -1,378 -5%
SLWA
25
San Luis Wealth Advisors
California
$230K 25,330 +13,490 +114%
1
2 3