FTF

Franklin Limited Duration Income Trust

74 hedge funds and large institutions have $88.1M invested in Franklin Limited Duration Income Trust in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 31 reducing their positions, and 12 closing their positions.

Holders
74
Holders Change
-5
Holders Change %
-6.33%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
18
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$12.5M -$108K -17,486 -0.9%
Bank of America
2
Bank of America
North Carolina
$8.73M +$320K +51,823 +4%
Morgan Stanley
3
Morgan Stanley
New York
$6.91M +$2.9M +468,716 +72%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$6.46M -$375K -60,670 -5%
OPS
5
Orion Portfolio Solutions
Nebraska
$6.01M +$2.66M +430,965 +80%
BCI
6
Brinker Capital Investments
Pennsylvania
$6.01M +$2.66M +430,965 +80%
1CP
7
1607 Capital Partners
Virginia
$5.12M -$58.1K -9,400 -1%
TJHA
8
Thomas J. Herzfeld Advisors
Florida
$4.61M +$4.61M +745,425 New
Osaic Holdings
9
Osaic Holdings
Arizona
$4M +$64.8K +10,482 +2%
Invesco
10
Invesco
Georgia
$3.3M -$119K -19,177 -3%
GC
11
Guggenheim Capital
Illinois
$2.53M -$348K -56,351 -12%
SFS
12
Shaker Financial Services
Virginia
$2.46M -$134K -21,635 -5%
YCM
13
Yakira Capital Management
Connecticut
$1.85M
AA
14
AQR Arbitrage
Connecticut
$1.73M +$402K +64,986 +30%
GA
15
GraniteShares Advisors
New York
$1.4M -$14.9K -2,408 -1%
NA
16
NewEdge Advisors
Louisiana
$1.04M +$19.2K +3,100 +2%
MC
17
Matisse Capital
Oregon
$987K
UBS Group
18
UBS Group
Switzerland
$932K -$33.8K -5,470 -3%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$905K +$790K +127,902 +689%
WAM
20
Wolverine Asset Management
Illinois
$668K -$989K -160,089 -60%
Koshinski Asset Management
21
Koshinski Asset Management
Illinois
$594K -$434K -70,306 -42%
SCM
22
Saba Capital Management
New York
$578K
PAG
23
Private Advisor Group
New Jersey
$566K -$14.8K -2,392 -3%
BRWA
24
B. Riley Wealth Advisors
Florida
$556K +$99.1K +16,029 +22%
CWA
25
Capital Wealth Alliance
Arizona
$473K -$21.6K -3,490 -4%