FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

71 hedge funds and large institutions have $90.4M invested in Franklin Limited Duration Income Trust in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 7 closing their positions.

Holders
71
Holders Change
+14
Holders Change %
+24.56%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
22
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$37.8M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$8.21M
3
CCP
3
Clough Capital Partners
Massachusetts
$3.44M
4
RJA
4
Raymond James & Associates
Florida
$4.7M
5
YCM
5
Yakira Capital Management
Connecticut
$2.27M

Top Sellers

1
SFS
1
Sowell Financial Services
Arkansas
$0
2
SFS
2
Shaker Financial Services
Virginia
$124K
3
OPS
3
Orion Portfolio Solutions
Nebraska
$655K
4
SG
4
StoneX Group
New York
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$110K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$37.8M 4,983,489 +4,791,424 +2,495%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$8.21M 1,082,668 +1,082,668 New
Osaic Holdings
3
Osaic Holdings
Arizona
$4.96M 653,904 +70,782 +12%
RJA
4
Raymond James & Associates
Florida
$4.7M 619,612 +303,438 +96%
Invesco
5
Invesco
Georgia
$3.98M 525,499 +111,532 +27%
BCI
6
Brinker Capital Investments
Pennsylvania
$3.46M 456,069 +9,602 +2%
CCP
7
Clough Capital Partners
Massachusetts
$3.44M 453,195 +453,195 New
YCM
8
Yakira Capital Management
Connecticut
$2.27M 299,123 +299,123 New
Koshinski Asset Management
9
Koshinski Asset Management
Illinois
$1.51M 199,120 +199,120 New
Goldman Sachs
10
Goldman Sachs
New York
$1.42M 187,495 +187,495 New
NA
11
NewEdge Advisors
Louisiana
$1.34M 176,474 +4,400 +3%
GC
12
Guggenheim Capital
Illinois
$1.34M 176,499 +52,132 +42%
PPA
13
Parametric Portfolio Associates
Washington
$1.29M 169,697 +169,697 New
UBS Group
14
UBS Group
Switzerland
$1.28M 168,973 +749 +0.4%
BI
15
Bulldog Investors
New Jersey
$1.24M 163,739 +163,739 New
Morgan Stanley
16
Morgan Stanley
New York
$1.02M 134,454 +34,978 +35%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$861K 113,572 -5,668 -5%
SWP
18
Stratos Wealth Partners
Ohio
$706K 93,107 +30,899 +50%
OPS
19
Orion Portfolio Solutions
Nebraska
$655K 86,381 -24,385 -22%
Bank of America
20
Bank of America
North Carolina
$654K 86,246 +815 +1%
CWA
21
Capital Wealth Alliance
Arizona
$551K 72,786 +5,807 +9%
LCM
22
Landscape Capital Management
New Jersey
$541K 71,372 +71,372 New
FFG
23
Ford Financial Group
California
$498K 65,731 -4,030 -6%
CF
24
Centaurus Financial
California
$484K 63,844 -245 -0.4%
AA
25
AQR Arbitrage
Connecticut
$337K 44,456 +44,456 New
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