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Franklin Ltd Duration Income Trust

FTF
Exchange
NYSE
SEC CIK
0001233087

No open-market purchases or sales by Franklin Ltd Duration Income Trust insiders were filed in the last 90 days; 88 institutions reported holding it in 13F filings for Q2 2026, worth $84.7M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Franklin Ltd Duration Income Trust as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
58
No complete 13F data for Q4 2020
Shares held
8.62M
No complete 13F data for Q4 2020
Total value
$79.2M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting FTF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 58 institutions
Q1 2021: 58 institutionsQ2 2021: 56 institutionsQ3 2021: 56 institutionsQ4 2021: 60 institutionsQ1 2022: 72 institutionsQ2 2022: 74 institutionsQ3 2022: 72 institutionsQ4 2022: 83 institutionsQ1 2023: 82 institutionsQ2 2023: 77 institutionsQ3 2023: 78 institutionsQ4 2023: 74 institutionsQ1 2024: 80 institutionsQ2 2024: 79 institutionsQ3 2024: 78 institutionsQ4 2024: 81 institutionsQ1 2025: 80 institutionsQ2 2025: 85 institutionsQ3 2025: 87 institutionsQ4 2025: 98 institutionsQ1 2026: 87 institutionsQ2 2026: 88 institutions
Value heldQ1 2021: $79.2M
Q1 2021: $79.2MQ2 2021: $54.5MQ3 2021: $40.0MQ4 2021: $35.2MQ1 2022: $90.5MQ2 2022: $88.8MQ3 2022: $79.6MQ4 2022: $80.6MQ1 2023: $81.4MQ2 2023: $88.3MQ3 2023: $84.1MQ4 2023: $88.6MQ1 2024: $87.7MQ2 2024: $84.3MQ3 2024: $86.6MQ4 2024: $91.0MQ1 2025: $90.5MQ2 2025: $87.7MQ3 2025: $84.4MQ4 2025: $94.5MQ1 2026: $85.7MQ2 2026: $84.7M
Institutions holding FTF and their total value by quarter
QuarterHoldersValue
Q2 202688$84.7M
Q1 202687$85.7M
Q4 202598$94.5M
Q3 202587$84.4M
Q2 202585$87.7M
Q1 202580$90.5M
Q4 202481$91.0M
Q3 202478$86.6M
Q2 202479$84.3M
Q1 202480$87.7M
Q4 202374$88.6M
Q3 202378$84.1M
Q2 202377$88.3M
Q1 202382$81.4M
Q4 202283$80.6M
Q3 202272$79.6M
Q2 202274$88.8M
Q1 202272$90.5M
Q4 202160$35.2M
Q3 202156$40.0M
Q2 202156$54.5M
Q1 202158$79.2M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Franklin Ltd Duration Income Trust.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding FTF in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Panagora Asset Management Inc65$1.00K0.00%––
The PNC Financial Services Group, Inc.325$3.00K0.00%––
Stonebridge Capital Advisors LLC300$3.00K0.00%––
Allworth Financial LP450$4.00K0.00%––
Ameritas Investment Company, LLC483$4.44K0.00%––
Charter Oak Capital Management, LLC500$5.00K0.00%––
Proequities, Inc.786$7.00K0.00%––
Geneos Wealth Management Inc.864$8.00K0.00%––
Huntington National Bank1,010$9.00K0.00%––
Wealthcare Advisory Partners LLC1,825$17.0K0.00%––
Spire Wealth Management1,966$18.0K0.00%––
FourThought Financial, LLC2,463$22.0K0.00%––
Caldwell Trust Co2,800$25.7K0.00%––
International Assets Investment Management, LLC5,819$55.0K0.01%––
Sound Income Strategies, LLC6,086$55.9K0.01%––
Truist Financial Corp10,004$92.0K0.00%––
Royal Bank of Canada10,806$99.0K0.00%––
Jane Street Group, LLC11,149$102.0K0.00%––
Steward Partners Investment Advisory, LLC11,801$108.5K0.00%––
Stifel Financial Corp13,353$123.0K0.00%––
Raymond James Trust N.A.13,908$128.0K0.00%––
Creative Financial Designs Inc14,956$137.0K0.03%––
Kestra Advisory Services, LLC19,720$181.0K0.00%––
Shorepoint Capital Partners LLC20,000$184.0K0.10%––
Janney Montgomery Scott LLC20,307$187.0K0.00%––
Nwam LLC20,834$191.0K0.02%––
Wedbush Securities Inc21,630$199.0K0.01%––
Capital Investment Advisors, LLC23,580$217.0K0.01%––
Commonwealth Equity Services, LLC24,253$222.0K0.00%––
D.A. Davidson & Co.25,555$235.0K0.00%––
Sowell Financial Services LLC28,293$263.0K0.01%––
Wells Fargo & Company29,720$273.0K0.00%––
Cambridge Investment Research Advisors, Inc.30,824$283.0K0.00%––
Oppenheimer & Co Inc31,254$287.0K0.01%––
Cetera Investment Advisers32,414$298.0K0.01%––
SeaCrest Wealth Management, LLC33,584$309.0K0.04%––
Envestnet Asset Management Inc33,699$310.0K0.00%––
StoneX Group Inc.34,650$321.0K0.06%––
Capital Wealth Alliance, LLC42,798$393.0K0.26%––
Guggenheim Capital LLC43,449$399.0K0.00%––
9258 Wealth Management, LLC47,804$439.0K0.13%––
MML Investors Services, LLC48,009$441.0K0.00%––
Stratos Wealth Partners, LTD.59,083$543.0K0.02%––
Centaurus Financial, Inc.64,397$592.0K0.06%––
LPL Financial LLC76,787$706.0K0.00%––
Ford Financial Group, LLC88,693$815.0K0.35%––
UBS Group AG96,849$890.0K0.00%––
Bank of America Corp97,171$893.0K0.00%––
Orion Portfolio Solutions, LLC111,651$1.03M0.04%––
Morgan Stanley115,645$1.06M0.00%––
Mid Atlantic Financial Management Inc120,370$1.11M0.08%––
Raymond James Financial Services Advisors, Inc.126,229$1.16M0.00%––
Raymond James & Associates138,643$1.27M0.00%––
Cohen & Steers, Inc.149,168$1.37M0.00%––
Invesco Ltd.291,350$2.68M0.00%––
Brinker Capital Investments, LLC469,776$4.32M0.06%––
Advisor Group Holdings, Inc.590,161$5.42M0.01%––
Sit Investment Associates Inc5,300,274$48.7M1.27%––