FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

79 hedge funds and large institutions have $630M invested in Franklin Limited Duration Income Trust in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 10 closing their positions.

Holders
79
Holders Change
+3
Holders Change %
+3.95%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
27
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$5.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$15.6M
3
GA
3
GraniteShares Advisors
New York
$2.48M
4
GC
4
Guggenheim Capital
Illinois
$5.33M
5
AAM
5
Advisors Asset Management
Colorado
$3.52M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$539M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$310K
3
SIA
3
Sit Investment Associates
Minnesota
$1.98M
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$1.79M
5
MC
5
Matisse Capital
Oregon
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$539M 81,331 -957 -1%
Morgan Stanley
2
Morgan Stanley
New York
$15.6M 2,359,378 +403,867 +21%
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$11.3M 1,696,923 -61,802 -4%
PCM
4
Penserra Capital Management
California
$7.92M 1,194,393 +47,988 +4%
LPL Financial
5
LPL Financial
California
$5.8M 874,447 +811,219 +1,283%
Invesco
6
Invesco
Georgia
$5.52M 832,151 +27,226 +3%
GC
7
Guggenheim Capital
Illinois
$5.33M 804,510 +281,953 +54%
Wells Fargo
8
Wells Fargo
California
$4.78M 721,088 +83,285 +13%
AAM
9
Advisors Asset Management
Colorado
$3.52M 531,178 +241,778 +84%
Allspring Global Investments
10
Allspring Global Investments
North Carolina
$3.49M 526,823 -4,168 -0.8%
SFS
11
Shaker Financial Services
Virginia
$2.93M 441,873 +47,009 +12%
GA
12
GraniteShares Advisors
New York
$2.48M 373,927 +373,927 New
SIA
13
Sit Investment Associates
Minnesota
$1.98M 298,991 -483,298 -62%
TJHA
14
Thomas J. Herzfeld Advisors
Florida
$1.79M 270,295 -141,859 -34%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.31M 198,077 +14,076 +8%
RC
16
Rareview Capital
Nevada
$1.28M 192,104 +16,960 +10%
1CP
17
1607 Capital Partners
Virginia
$1.28M 192,438 -83,129 -30%
KAS
18
Kestra Advisory Services
Texas
$1.09M 164,387 +134,062 +442%
Bank of America
19
Bank of America
North Carolina
$1.01M 152,781 -1,700 -1%
Raymond James Financial
20
Raymond James Financial
Florida
$880K 132,804 +132,804 New
NA
21
NewEdge Advisors
Louisiana
$827K 124,754 -8,800 -7%
UBS Group
22
UBS Group
Switzerland
$811K 122,275 -20,200 -14%
FPGK
23
Financial Partners Group (Kansas)
Kansas
$786K 118,600 +83,945 +242%
PAG
24
Private Advisor Group
New Jersey
$618K 93,222 +552 +0.6%
EMAM
25
Encompass More Asset Management
California
$596K 89,833 +3,257 +4%
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