FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

79 hedge funds and large institutions have $81.1M invested in Franklin Limited Duration Income Trust in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 22 reducing their positions, and 15 closing their positions.

Holders
79
Holders Change
-3
Holders Change %
-3.66%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
30
Reduced
22
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$8.41M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$3.35M
3
SFS
3
Shaker Financial Services
Virginia
$2.59M
4
GA
4
GraniteShares Advisors
New York
$1.41M
5
Morgan Stanley
5
Morgan Stanley
New York
$4.02M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$12.6M
2
RCM
2
Rivernorth Capital Management
Florida
$4.23M
3
Invesco
3
Invesco
Georgia
$3.42M
4
UBS Group
4
UBS Group
Switzerland
$966K
5
1CP
5
1607 Capital Partners
Virginia
$5.18M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$12.6M 2,040,018 -1,021,757 -33%
Bank of America
2
Bank of America
North Carolina
$8.41M 1,360,193 +626,293 +85%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$6.84M 1,106,182 +9,347 +0.9%
1CP
4
1607 Capital Partners
Virginia
$5.18M 837,767 -51,100 -6%
RCM
5
Rivernorth Capital Management
Florida
$4.23M 684,485 -809,463 -54%
Morgan Stanley
6
Morgan Stanley
New York
$4.02M 650,183 +191,753 +42%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.93M 636,542 -4,268 -0.7%
Invesco
8
Invesco
Georgia
$3.42M 552,618 -79,284 -13%
BCI
9
Brinker Capital Investments
Pennsylvania
$3.35M 541,689 +94,760 +21%
OPS
10
Orion Portfolio Solutions
Nebraska
$3.35M 541,689 +445,703 +464%
GC
11
Guggenheim Capital
Illinois
$2.87M 464,966 +65,415 +16%
SFS
12
Shaker Financial Services
Virginia
$2.59M 419,427 +271,756 +184%
YCM
13
Yakira Capital Management
Connecticut
$1.85M 299,123 – –
WAM
14
Wolverine Asset Management
Illinois
$1.66M 268,207 +85,002 +46%
GA
15
GraniteShares Advisors
New York
$1.41M 228,725 +228,725 New
AA
16
AQR Arbitrage
Connecticut
$1.33M 214,908 +29,589 +16%
NA
17
NewEdge Advisors
Louisiana
$1.03M 165,530 -3,700 -2%
Koshinski Asset Management
18
Koshinski Asset Management
Illinois
$1.03M 166,384 +68 +0%
MC
19
Matisse Capital
Oregon
$987K 159,668 – –
UBS Group
20
UBS Group
Switzerland
$966K 156,333 -57,869 -27%
LSC
21
Logan Stone Capital
Illinois
$749K 121,119 +6,002 +5%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$592K 95,768 +3,134 +3%
PAG
23
Private Advisor Group
New Jersey
$579K 93,644 +1,157 +1%
SCM
24
Saba Capital Management
New York
$578K 93,603 – –
CWA
25
Capital Wealth Alliance
Arizona
$494K 79,997 +3,494 +5%
1
2 3 4