FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

71 hedge funds and large institutions have $79.6M invested in Franklin Limited Duration Income Trust in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 10 closing their positions.

Holders
71
Holders Change
-2
Holders Change %
-2.74%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
25
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$24M
2
SFS
2
Shaker Financial Services
Virginia
$673K
3
PAG
3
Private Advisor Group
New Jersey
$465K
4
LPL Financial
4
LPL Financial
California
$449K
5
WAM
5
Wolverine Asset Management
Illinois
$1.19M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$9.61M
2
1CP
2
1607 Capital Partners
Virginia
$4.89M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
SWP
4
Stratos Wealth Partners
Ohio
$243K
5
Morgan Stanley
5
Morgan Stanley
New York
$2.62M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$24M 3,882,359 +183,544 +5%
RCM
2
Rivernorth Capital Management
Florida
$9.61M 1,554,947 -191,076 -11%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$6.84M 1,107,329 +3,983 +0.4%
1CP
4
1607 Capital Partners
Virginia
$4.89M 791,367 -144,100 -15%
Osaic Holdings
5
Osaic Holdings
Arizona
$4.12M 665,827 +3,250 +0.5%
Invesco
6
Invesco
Georgia
$3.57M 577,830 -6,759 -1%
RJA
7
Raymond James & Associates
Florida
$3.14M 507,847 -10,792 -2%
BCI
8
Brinker Capital Investments
Pennsylvania
$2.79M 451,862 -22,183 -5%
Morgan Stanley
9
Morgan Stanley
New York
$2.62M 424,155 -49,717 -10%
YCM
10
Yakira Capital Management
Connecticut
$1.85M 299,123 – –
GC
11
Guggenheim Capital
Illinois
$1.82M 295,114 -2,747 -0.9%
Koshinski Asset Management
12
Koshinski Asset Management
Illinois
$1.21M 196,247 +3,063 +2%
WAM
13
Wolverine Asset Management
Illinois
$1.19M 192,452 +28,097 +17%
NA
14
NewEdge Advisors
Louisiana
$1.07M 172,330 -1,900 -1%
UBS Group
15
UBS Group
Switzerland
$1.05M 169,221 +13,989 +9%
AA
16
AQR Arbitrage
Connecticut
$964K 156,038 +23,999 +18%
SFS
17
Shaker Financial Services
Virginia
$673K 108,921 +67,921 +166%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$619K 100,143 -21,490 -18%
OPS
19
Orion Portfolio Solutions
Nebraska
$581K 93,969 -3,955 -4%
MIG
20
Mariner Investment Group
New York
$535K 86,615 – –
CWA
21
Capital Wealth Alliance
Arizona
$483K 78,285 +4,242 +6%
PAG
22
Private Advisor Group
New Jersey
$465K 75,293 +31,243 +71%
LPL Financial
23
LPL Financial
California
$449K 72,599 +28,772 +66%
Bank of America
24
Bank of America
North Carolina
$341K 55,185 -10,362 -16%
SWM
25
SeaCrest Wealth Management
New York
$281K 45,408 +1,525 +3%
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