FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

83 hedge funds and large institutions have $87.3M invested in Franklin Limited Duration Income Trust in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
28
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
Advisors Asset Management
Colorado
$6.68M
2
SFS
Shaker Financial Services
Virginia
$4.32M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$707K
4
PCM
Penserra Capital Management
California
$7.11M
5
Morgan Stanley
Morgan Stanley
New York
$18.8M

Top Sellers

1
Pathstone Holdings
Pathstone Holdings
New Jersey
$1.48M
2
1CP
1607 Capital Partners
Virginia
$0
3
Raymond James Financial
Raymond James Financial
Florida
$382K
4
IA
Integrity Alliance
Iowa
$0
5
Osaic Holdings
Osaic Holdings
Arizona
$1.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$18.8M +$197K +30,611 +1%
LPL Financial
2
LPL Financial
California
$9.91M -$259K -40,395 -3%
PCM
3
Penserra Capital Management
California
$7.11M +$210K +32,741 +3%
AAM
4
Advisors Asset Management
Colorado
$6.68M +$1.34M +208,236 +25%
GC
5
Guggenheim Capital
Illinois
$5.75M -$175K -27,248 -3%
Invesco
6
Invesco
Georgia
$5.28M +$194K +30,220 +4%
Wells Fargo
7
Wells Fargo
California
$5.04M +$101K +15,716 +2%
SFS
8
Shaker Financial Services
Virginia
$4.32M +$793K +123,481 +23%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$2.93M – – –
GA
10
GraniteShares Advisors
New York
$2.73M +$170K +26,532 +7%
Pathstone Holdings
11
Pathstone Holdings
New Jersey
$1.48M -$4.07M -634,054 -73%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.13M -$418K -63,010 -27%
Bank of America
13
Bank of America
North Carolina
$1.11M +$95.2K +14,821 +9%
KAS
14
Kestra Advisory Services
Texas
$1.11M +$15.5K +2,410 +1%
RC
15
Rareview Capital
Nevada
$1.08M -$111K -17,325 -9%
FPGK
16
Financial Partners Group (Kansas)
Kansas
$771K -$65.7K -10,235 -8%
NA
17
NewEdge Advisors
Louisiana
$741K -$21.8K -3,400 -3%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$707K +$223K +34,738 +46%
RAM
19
Readystate Asset Management
Illinois
$678K -$10.9K -1,700 -2%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$589K +$10.2K +1,581 +2%
EMAM
21
Encompass More Asset Management
California
$581K +$13.3K +2,073 +2%
PAG
22
Private Advisor Group
New Jersey
$545K -$57.4K -8,936 -10%
Koshinski Asset Management
23
Koshinski Asset Management
Illinois
$513K +$295 +46 +0.1%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$497K +$29.1K +4,533 +6%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$431K -$12.6K -1,963 -3%
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