FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

79 hedge funds and large institutions have $90.6M invested in Franklin Limited Duration Income Trust in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
–
Holders Change %
0%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
30
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$4.58M
2
Morgan Stanley
Morgan Stanley
New York
+$3.43M
3
AAM
Advisors Asset Management
Colorado
+$1.95M
4
GC
Guggenheim Capital
Illinois
+$767K
5
RAM
Readystate Asset Management
Illinois
+$693K

Top Sellers

1
Pathstone Holdings
Pathstone Holdings
New Jersey
-$5.37M
2
SIA
Sit Investment Associates
Minnesota
-$1.88M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
-$1.79M
4
PCM
Penserra Capital Management
California
-$768K
5
1CP
1607 Capital Partners
Virginia
-$685K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$18.7M +$3.43M +530,621 +22%
LPL Financial
2
LPL Financial
California
$10.2M +$4.58M +709,710 +81%
PCM
3
Penserra Capital Management
California
$6.95M -$768K -118,907 -10%
GC
4
Guggenheim Capital
Illinois
$5.96M +$767K +118,720 +15%
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$5.57M -$5.37M -833,035 -49%
AAM
6
Advisors Asset Management
Colorado
$5.38M +$1.95M +301,415 +57%
Invesco
7
Invesco
Georgia
$5.11M -$261K -40,453 -5%
Wells Fargo
8
Wells Fargo
California
$4.97M +$316K +48,866 +7%
SFS
9
Shaker Financial Services
Virginia
$3.54M +$690K +106,799 +24%
Allspring Global Investments
10
Allspring Global Investments
North Carolina
$2.95M -$454K -70,245 -13%
GA
11
GraniteShares Advisors
New York
$2.57M +$156K +24,120 +6%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.51M +$228K +35,370 +18%
RC
13
Rareview Capital
Nevada
$1.2M -$39K -6,038 -3%
KAS
14
Kestra Advisory Services
Texas
$1.1M +$37.1K +5,747 +3%
Bank of America
15
Bank of America
North Carolina
$1.02M +$33.9K +5,245 +3%
Raymond James Financial
16
Raymond James Financial
Florida
$845K -$12.6K -1,944 -1%
FPGK
17
Financial Partners Group (Kansas)
Kansas
$842K +$76.1K +11,775 +10%
NA
18
NewEdge Advisors
Louisiana
$768K -$38K -5,875 -5%
RAM
19
Readystate Asset Management
Illinois
$693K +$693K +107,337 New
PAG
20
Private Advisor Group
New Jersey
$606K +$3.67K +568 +0.6%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$582K +$2.08K +322 +0.4%
EMAM
22
Encompass More Asset Management
California
$571K -$9.41K -1,457 -2%
1CP
23
1607 Capital Partners
Virginia
$558K -$685K -106,100 -55%
Koshinski Asset Management
24
Koshinski Asset Management
Illinois
$516K -$9.41K -1,457 -2%
UBS Group
25
UBS Group
Switzerland
$488K -$302K -46,797 -38%
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