FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

79 hedge funds and large institutions have $93.3M invested in Franklin Limited Duration Income Trust in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 6 closing their positions.

Holders
79
Holders Change
+7
Holders Change %
+9.72%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
33
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cetera Advisors
Colorado
$5.62M
2
Wells Fargo
2
Wells Fargo
California
$3.31M
3
SFS
3
Shaker Financial Services
Virginia
$3.25M
4
COLIM
4
City of London Investment Management
United Kingdom
$4.96M
5
AIA
5
Absolute Investment Advisers
Florida
$813K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.74M
2
1CP
2
1607 Capital Partners
Virginia
$3.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$102K
4
CCP
4
Clough Capital Partners
Massachusetts
$0
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$3.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$12.1M -$691K -110,154 -5%
Morgan Stanley
2
Morgan Stanley
New York
$7.74M -$6.59M -1,051,282 -46%
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$6.21M +$605K +96,467 +11%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$5.89M +$147K +23,440 +3%
CA
5
Cetera Advisors
Colorado
$5.62M +$5.62M +896,471 New
COLIM
6
City of London Investment Management
United Kingdom
$4.96M +$1.53M +244,154 +45%
Osaic Holdings
7
Osaic Holdings
Arizona
$4.38M -$2.87K -458 -0.1%
Invesco
8
Invesco
Georgia
$4.3M +$391K +62,371 +10%
TJHA
9
Thomas J. Herzfeld Advisors
Florida
$3.45M -$1.33M -212,109 -28%
Wells Fargo
10
Wells Fargo
California
$3.31M +$2.07M +330,907 +167%
Bank of America
11
Bank of America
North Carolina
$3.3M +$155K +24,689 +5%
1CP
12
1607 Capital Partners
Virginia
$3.3M -$2.27M -361,800 -41%
SFS
13
Shaker Financial Services
Virginia
$3.25M +$1.65M +263,863 +104%
AA
14
AQR Arbitrage
Connecticut
$2.29M -$351K -55,978 -13%
GC
15
Guggenheim Capital
Illinois
$2.17M +$164K +26,111 +8%
YCM
16
Yakira Capital Management
Connecticut
$1.81M -$67.7K -10,795 -4%
OPS
17
Orion Portfolio Solutions
Nebraska
$1.58M -$1.31M -208,753 -45%
BCI
18
Brinker Capital Investments
Pennsylvania
$1.58M -$1.31M -208,753 -45%
MC
19
Matisse Capital
Oregon
$1.38M +$375K +59,729 +37%
UBS Group
20
UBS Group
Switzerland
$1.25M +$96.7K +15,418 +8%
LCM
21
Landscape Capital Management
New Jersey
$1.05M +$400K +63,853 +61%
NA
22
NewEdge Advisors
Louisiana
$894K -$80.3K -12,800 -8%
BRWA
23
B. Riley Wealth Advisors
Florida
$853K -$189 -31 -0%
AIA
24
Absolute Investment Advisers
Florida
$813K +$813K +129,641 New
RC
25
Rareview Capital
Nevada
$793K -$50.1K -7,985 -6%
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