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.
Q2 2021 vs. Q1 2021
How the institutions holding Franklin Ltd Duration Income Trust changed between Q1 2021 and Q2 2021.
All holders in Q2 2021All holders in Q1 2021
| Measure | Q1 2021 | Of which not filed for Q2 2021 | Q2 2021 | Change |
|---|---|---|---|---|
| Holders | 58 | 1 | 56 | −1 |
| Shares | 8.62M | 20.0K | 5.88M | −2.72M (−31.6%) |
| Value | $79.2M | $184.0K | $54.5M | −$24.5M (−31.0%) |
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (8)
Institutions that held Franklin Ltd Duration Income Trust at the end of Q2 2021 but not at the end of Q1 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Lazard Asset Management LLC | – | $313.0K | 0.00% |
| AE Wealth Management LLC | 27,925 | $257.0K | 0.00% |
| Teamwork Financial Advisors, LLC | 27,425 | $253.0K | 0.05% |
| Cetera Advisor Networks LLC | 15,681 | $144.0K | 0.00% |
| Private Advisor Group, LLC | 10,400 | $96.0K | 0.00% |
| Advisory Services Network, LLC | 2,366 | $22.0K | 0.00% |
| Assetmark, Inc | 1,036 | $10.0K | 0.00% |
| Harbour Investments, Inc. | 678 | $6.00K | 0.00% |
Sold out (9)
Institutions that held Franklin Ltd Duration Income Trust at the end of Q1 2021 and filed for Q2 2021 without it.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| Cohen & Steers, Inc. | 149,168 | $1.37M |
| Nwam LLC | 20,834 | $191.0K |
| Raymond James Trust N.A. | 13,908 | $128.0K |
| Jane Street Group, LLC | 11,149 | $102.0K |
| International Assets Investment Management, LLC | 5,819 | $55.0K |
| Wealthcare Advisory Partners LLC | 1,825 | $17.0K |
| Huntington National Bank | 1,010 | $9.00K |
| Ameritas Investment Company, LLC | 483 | $4.44K |
| The PNC Financial Services Group, Inc. | 325 | $3.00K |
Not filed for Q2 2021 yet (1)
Institutions that held Franklin Ltd Duration Income Trust at the end of Q1 2021 and haven't filed a 13F for Q2 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| Shorepoint Capital Partners LLC | 20,000 | $184.0K |