FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

82 hedge funds and large institutions have $80.6M invested in Franklin Limited Duration Income Trust in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 8 closing their positions.

Holders
82
Holders Change
+11
Holders Change %
+15.49%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
26
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$4.56M
2
MC
2
Matisse Capital
Oregon
$992K
3
LSC
3
Logan Stone Capital
Illinois
$715K
4
GC
4
Guggenheim Capital
Illinois
$2.48M
5
1CP
5
1607 Capital Partners
Virginia
$5.52M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$19M
2
RJA
2
Raymond James & Associates
Florida
$545K
3
MIG
3
Mariner Investment Group
New York
$0
4
RCM
4
Rivernorth Capital Management
Florida
$9.28M
5
SWP
5
Stratos Wealth Partners
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$19M 3,061,775 -820,584 -21%
RCM
2
Rivernorth Capital Management
Florida
$9.28M 1,493,948 -60,999 -4%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$6.81M 1,096,835 -10,494 -0.9%
1CP
4
1607 Capital Partners
Virginia
$5.52M 888,867 +97,500 +12%
Bank of America
5
Bank of America
North Carolina
$4.56M 733,900 +678,715 +1,230%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.98M 640,810 -25,017 -4%
Invesco
7
Invesco
Georgia
$3.92M 631,902 +54,072 +9%
Morgan Stanley
8
Morgan Stanley
New York
$2.85M 458,430 +34,275 +8%
BCI
9
Brinker Capital Investments
Pennsylvania
$2.78M 446,929 -4,933 -1%
GC
10
Guggenheim Capital
Illinois
$2.48M 399,551 +104,437 +35%
YCM
11
Yakira Capital Management
Connecticut
$1.86M 299,123 – –
UBS Group
12
UBS Group
Switzerland
$1.33M 214,202 +44,981 +27%
AA
13
AQR Arbitrage
Connecticut
$1.15M 185,319 +29,281 +19%
WAM
14
Wolverine Asset Management
Illinois
$1.14M 183,205 -9,247 -5%
NA
15
NewEdge Advisors
Louisiana
$1.05M 169,230 -3,100 -2%
Koshinski Asset Management
16
Koshinski Asset Management
Illinois
$1.03M 166,316 -29,931 -15%
MC
17
Matisse Capital
Oregon
$992K 159,668 +159,668 New
SFS
18
Shaker Financial Services
Virginia
$917K 147,671 +38,750 +36%
LSC
19
Logan Stone Capital
Illinois
$715K 115,117 +115,117 New
OPS
20
Orion Portfolio Solutions
Nebraska
$596K 95,986 +2,017 +2%
SCM
21
Saba Capital Management
New York
$581K 93,603 +93,603 New
RJFSA
22
Raymond James Financial Services Advisors
Florida
$575K 92,634 -7,509 -7%
RJA
23
Raymond James & Associates
Florida
$545K 87,692 -420,155 -83%
CWA
24
Capital Wealth Alliance
Arizona
$475K 76,503 -1,782 -2%
BRWA
25
B. Riley Wealth Advisors
Florida
$391K 63,000 +63,000 New
1
2 3 4