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 2022
Institutional positions in Franklin Ltd Duration Income Trust as of Mar 31, 2022. 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
- 72
- +13 vs. Q4 2021
- Shares held
- 11.9M
- +8.07M (+209.3%) vs. Q4 2021
- Total value
- $90.5M
- +$55.3M (+157.3%) vs. Q4 2021
- New holders
- 22
- 22 more added
- Sold out
- 9
- 16 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 88 | $84.7M |
| Q1 2026 | 87 | $85.7M |
| Q4 2025 | 98 | $94.5M |
| Q3 2025 | 87 | $84.4M |
| Q2 2025 | 85 | $87.7M |
| Q1 2025 | 80 | $90.5M |
| Q4 2024 | 81 | $91.0M |
| Q3 2024 | 78 | $86.6M |
| Q2 2024 | 79 | $84.3M |
| Q1 2024 | 80 | $87.7M |
| Q4 2023 | 74 | $88.6M |
| Q3 2023 | 78 | $84.1M |
| Q2 2023 | 77 | $88.3M |
| Q1 2023 | 82 | $81.4M |
| Q4 2022 | 83 | $80.6M |
| Q3 2022 | 72 | $79.6M |
| Q2 2022 | 74 | $88.8M |
| Q1 2022 | 72 | $90.5M |
| Q4 2021 | 60 | $35.2M |
| Q3 2021 | 56 | $40.0M |
| Q2 2021 | 56 | $54.5M |
| Q1 2021 | 58 | $79.2M |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Franklin Ltd Duration Income Trust; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 4,983,489 | $37.8M | 1.02% | +4,791,424+2,494.7% | Added |
| Cetera Investment Advisers | 1,082,668 | $8.21M | 0.12% | +1,082,668 | New |
| Advisor Group Holdings, Inc. | 653,904 | $4.96M | 0.01% | +70,782+12.1% | Added |
| Raymond James & Associates | 619,612 | $4.70M | 0.00% | +303,438+96.0% | Added |
| Invesco Ltd. | 525,499 | $3.98M | 0.00% | +111,532+26.9% | Added |
| Brinker Capital Investments, LLC | 456,069 | $3.46M | 0.05% | +9,602+2.2% | Added |
| Clough Capital Partners L P | 453,195 | $3.44M | 0.26% | +453,195 | New |
| Yakira Capital Management, Inc. | 299,123 | $2.27M | 0.33% | +299,123 | New |
| Koshinski Asset Management, Inc. | 199,120 | $1.51M | 0.12% | +199,120 | New |
| Goldman Sachs Group Inc | 187,495 | $1.42M | 0.00% | +187,495 | New |
| GWM Advisors LLC | 176,474 | $1.34M | 0.02% | +4,400+2.6% | Added |
| Guggenheim Capital LLC | 176,499 | $1.34M | 0.01% | +52,132+41.9% | Added |
| Parametric Portfolio Associates LLC | 169,697 | $1.29M | 0.00% | +169,697 | New |
| UBS Group AG | 168,973 | $1.28M | 0.00% | +749+0.4% | Added |
| Bulldog Investors, LLP | 163,739 | $1.24M | 0.32% | +163,739 | New |
| Morgan Stanley | 134,454 | $1.02M | 0.00% | +34,978+35.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 113,572 | $861.0K | 0.00% | −5,668−4.8% | Reduced |
| Stratos Wealth Partners, LTD. | 93,107 | $706.0K | 0.02% | +30,899+49.7% | Added |
| Orion Portfolio Solutions, LLC | 86,381 | $655.0K | 0.02% | −24,385−22.0% | Reduced |
| Bank of America Corp | 86,246 | $654.0K | 0.00% | +815+1.0% | Added |
| Capital Wealth Alliance, LLC | 72,786 | $551.0K | 0.33% | +5,807+8.7% | Added |
| Landscape Capital Management, L.L.C. | 71,372 | $541.0K | 0.07% | +71,372 | New |
| Ford Financial Group, LLC | 65,731 | $498.0K | 0.19% | −4,030−5.8% | Reduced |
| Centaurus Financial, Inc. | 63,844 | $484.0K | 0.04% | −245−0.4% | Reduced |
| Mariner Investment Group LLC | 44,509 | $337.0K | 0.43% | +44,509 | New |
| CNH Partners LLC | 44,456 | $337.0K | 0.01% | +44,456 | New |
| SeaCrest Wealth Management, LLC | 43,933 | $333.0K | 0.04% | +6,876+18.6% | Added |
| LPL Financial LLC | 43,285 | $328.0K | 0.00% | +1,561+3.7% | Added |
| 9258 Wealth Management, LLC | 38,645 | $293.0K | 0.07% | −3,977−9.3% | Reduced |
| CoreCap Advisors, LLC | 32,350 | $245.0K | 0.02% | +12,300+61.3% | Added |
| Oppenheimer & Co Inc | 32,032 | $243.0K | 0.00% | −4,094−11.3% | Reduced |
| Lifeworks Advisors, LLC | 30,480 | $231.0K | 0.15% | +30,480 | New |
| San Luis Wealth Advisors LLC | 25,330 | $230.0K | 0.11% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 29,000 | $220.0K | 0.15% | +14,500+100.0% | Added |
| Detalus Advisors, LLC | 26,963 | $204.0K | 0.11% | +6,079+29.1% | Added |
| Wolverine Asset Management LLC | 27,040 | $204.0K | 0.00% | +27,040 | New |
| Janney Montgomery Scott LLC | 26,427 | $200.0K | 0.00% | −1,250−4.5% | Reduced |
| AE Wealth Management LLC | 24,863 | $188.0K | 0.00% | +5,477+28.3% | Added |
| CSS LLC | 23,771 | $180.0K | 0.01% | +23,771 | New |
| Capital Investment Advisors, LLC | 23,255 | $176.0K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 21,649 | $164.0K | 0.00% | −5,928−21.5% | Reduced |
| Truist Financial Corp | 21,174 | $160.0K | 0.00% | −198−0.9% | Reduced |
| Creative Financial Designs Inc | 20,279 | $154.0K | 0.02% | +6,829+50.8% | Added |
| D.A. Davidson & Co. | 19,655 | $149.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 19,576 | $148.0K | 0.00% | −533−2.7% | Reduced |
| Shaker Financial Services, LLC | 16,400 | $124.0K | 0.05% | −61,465−78.9% | Reduced |
| Brown Advisory Inc | 15,000 | $114.0K | 0.00% | +15,000 | New |
| Cambridge Investment Research Advisors, Inc. | 14,525 | $110.0K | 0.00% | −19,402−57.2% | Reduced |
| Wells Fargo & Company | 13,700 | $104.0K | 0.00% | −10.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 13,603 | $103.0K | 0.00% | +6,938+104.1% | Added |
| Rivernorth Capital Management, LLC | 13,017 | $99.0K | 0.00% | +13,017 | New |
| Kovack Advisors, Inc. | 13,131 | $99.0K | 0.01% | +13,131 | New |
| Stifel Financial Corp | 12,949 | $98.0K | 0.00% | −531−3.9% | Reduced |
| Smart Portfolios, LLC | 12,001 | $91.0K | 0.14% | +12,001 | New |
| Teamwork Financial Advisors, LLC | 11,544 | $88.0K | 0.02% | −7,242−38.5% | Reduced |
| Kestra Advisory Services, LLC | 10,992 | $83.0K | 0.00% | +527+5.0% | Added |
| Csenge Advisory Group | 10,560 | $80.0K | 0.01% | +10,560 | New |
| Private Advisor Group, LLC | 10,400 | $79.0K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 10,000 | $76.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 9,150 | $69.0K | 0.00% | −5,779−38.7% | Reduced |
| Sound Income Strategies, LLC | 6,275 | $48.0K | 0.01% | +65+1.0% | Added |
| High Net Worth Advisory Group LLC | 5,872 | $45.0K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 2,800 | $21.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,966 | $15.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,333 | $10.0K | 0.00% | +1,333 | New |
| Proequities, Inc. | 965 | $7.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 750 | $6.00K | 0.00% | +750 | New |
| IFP Advisors, Inc | 273 | $5.00K | 0.00% | +273 | New |
| Geneos Wealth Management Inc. | 630 | $4.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 450 | $3.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −53,910−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −18,645−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −12,247−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | – | Sold out |
| Geneva Partners, LLC | 0 | $0 | 0.00% | −10,992−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −10,067−100.0% | Sold out |
| FourThought Financial, LLC | 0 | $0 | 0.00% | −2,463−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −252−100.0% | Sold out |
| Harbour Investments, Inc. | – | – | – | – | Not filed |