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.
Q4 2021 vs. Q3 2021
How the institutions holding Franklin Ltd Duration Income Trust changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Of which not filed for Q4 2021 | Q4 2021 | Change |
|---|---|---|---|---|
| Holders | 56 | 1 | 60 | +5 |
| Shares | 4.39M | 150.0K | 3.86M | −378.5K (−8.9%) |
| Value | $40.0M | $1.36M | $35.2M | −$3.46M (−9.0%) |
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (12)
Institutions that held Franklin Ltd Duration Income Trust at the end of Q4 2021 but not at the end of Q3 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| GWM Advisors LLC | 172,074 | $1.56M | 0.02% |
| Shaker Financial Services, LLC | 77,865 | $708.0K | 0.25% |
| Truist Financial Corp | 21,372 | $194.0K | 0.00% |
| Detalus Advisors, LLC | 20,884 | $190.0K | 0.09% |
| CoreCap Advisors, LLC | 20,050 | $182.0K | 0.01% |
| StoneX Group Inc. | 18,645 | $170.9K | 0.02% |
| ELCO Management Co., LLC | 14,500 | $132.0K | 0.09% |
| Nomura Holdings Inc | 14,000 | $127.0K | 0.00% |
| Geneva Partners, LLC | 10,992 | $100.0K | 0.05% |
| Independent Financial Group, LLC | 10,067 | $91.5K | 0.01% |
| High Net Worth Advisory Group LLC | 5,872 | $53.0K | 0.02% |
| Gradient Investments LLC | 252 | $2.00K | 0.00% |
Sold out (7)
Institutions that held Franklin Ltd Duration Income Trust at the end of Q3 2021 and filed for Q4 2021 without it.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Koshinski Asset Management, Inc. | 201,810 | $1.83M |
| Two Sigma Securities, LLC | 21,047 | $191.0K |
| Ameriprise Financial Inc | 16,050 | $146.0K |
| Envestnet Asset Management Inc | 11,193 | $102.0K |
| Csenge Advisory Group | 10,133 | $92.0K |
| Citigroup Inc | 1,638 | $15.0K |
| American Portfolios Advisors | 2 | $18 |
Not filed for Q4 2021 yet (1)
Institutions that held Franklin Ltd Duration Income Trust at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Mid Atlantic Financial Management Inc | 149,974 | $1.36M |