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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| Stonebridge Capital Advisors LLC | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 450 | $3.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 630 | $4.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 273 | $5.00K | 0.00% | +273 | New |
| Money Concepts Capital Corp | 750 | $6.00K | 0.00% | +750 | New |
| Proequities, Inc. | 965 | $7.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,333 | $10.0K | 0.00% | +1,333 | New |
| Spire Wealth Management | 1,966 | $15.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 2,800 | $21.2K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 5,872 | $45.0K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 6,275 | $48.0K | 0.01% | +65+1.0% | Added |
| Royal Bank of Canada | 9,150 | $69.0K | 0.00% | −5,779−38.7% | Reduced |
| Wedbush Securities Inc | 10,000 | $76.0K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 10,400 | $79.0K | 0.00% | 00.0% | Unchanged |
| Csenge Advisory Group | 10,560 | $80.0K | 0.01% | +10,560 | New |
| Kestra Advisory Services, LLC | 10,992 | $83.0K | 0.00% | +527+5.0% | Added |
| Teamwork Financial Advisors, LLC | 11,544 | $88.0K | 0.02% | −7,242−38.5% | Reduced |
| Smart Portfolios, LLC | 12,001 | $91.0K | 0.14% | +12,001 | New |
| Stifel Financial Corp | 12,949 | $98.0K | 0.00% | −531−3.9% | Reduced |
| 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 |
| Steward Partners Investment Advisory, LLC | 13,603 | $103.0K | 0.00% | +6,938+104.1% | Added |
| Wells Fargo & Company | 13,700 | $104.0K | 0.00% | −10.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,525 | $110.0K | 0.00% | −19,402−57.2% | Reduced |
| Brown Advisory Inc | 15,000 | $114.0K | 0.00% | +15,000 | New |
| Shaker Financial Services, LLC | 16,400 | $124.0K | 0.05% | −61,465−78.9% | Reduced |
| Cetera Advisor Networks LLC | 19,576 | $148.0K | 0.00% | −533−2.7% | Reduced |
| D.A. Davidson & Co. | 19,655 | $149.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 20,279 | $154.0K | 0.02% | +6,829+50.8% | Added |
| Truist Financial Corp | 21,174 | $160.0K | 0.00% | −198−0.9% | Reduced |
| MML Investors Services, LLC | 21,649 | $164.0K | 0.00% | −5,928−21.5% | Reduced |
| Capital Investment Advisors, LLC | 23,255 | $176.0K | 0.01% | 00.0% | Unchanged |
| CSS LLC | 23,771 | $180.0K | 0.01% | +23,771 | New |
| AE Wealth Management LLC | 24,863 | $188.0K | 0.00% | +5,477+28.3% | Added |
| Janney Montgomery Scott LLC | 26,427 | $200.0K | 0.00% | −1,250−4.5% | Reduced |
| 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 |
| ELCO Management Co., LLC | 29,000 | $220.0K | 0.15% | +14,500+100.0% | Added |
| San Luis Wealth Advisors LLC | 25,330 | $230.0K | 0.11% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 30,480 | $231.0K | 0.15% | +30,480 | New |
| Oppenheimer & Co Inc | 32,032 | $243.0K | 0.00% | −4,094−11.3% | Reduced |
| CoreCap Advisors, LLC | 32,350 | $245.0K | 0.02% | +12,300+61.3% | Added |
| 9258 Wealth Management, LLC | 38,645 | $293.0K | 0.07% | −3,977−9.3% | Reduced |
| LPL Financial LLC | 43,285 | $328.0K | 0.00% | +1,561+3.7% | Added |
| SeaCrest Wealth Management, LLC | 43,933 | $333.0K | 0.04% | +6,876+18.6% | Added |
| 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 |
| Centaurus Financial, Inc. | 63,844 | $484.0K | 0.04% | −245−0.4% | Reduced |
| Ford Financial Group, LLC | 65,731 | $498.0K | 0.19% | −4,030−5.8% | Reduced |
| Landscape Capital Management, L.L.C. | 71,372 | $541.0K | 0.07% | +71,372 | New |
| Capital Wealth Alliance, LLC | 72,786 | $551.0K | 0.33% | +5,807+8.7% | Added |
| Bank of America Corp | 86,246 | $654.0K | 0.00% | +815+1.0% | Added |
| Orion Portfolio Solutions, LLC | 86,381 | $655.0K | 0.02% | −24,385−22.0% | Reduced |
| Stratos Wealth Partners, LTD. | 93,107 | $706.0K | 0.02% | +30,899+49.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 113,572 | $861.0K | 0.00% | −5,668−4.8% | Reduced |
| Morgan Stanley | 134,454 | $1.02M | 0.00% | +34,978+35.2% | Added |
| Bulldog Investors, LLP | 163,739 | $1.24M | 0.32% | +163,739 | New |
| UBS Group AG | 168,973 | $1.28M | 0.00% | +749+0.4% | Added |
| Parametric Portfolio Associates LLC | 169,697 | $1.29M | 0.00% | +169,697 | 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 |
| Goldman Sachs Group Inc | 187,495 | $1.42M | 0.00% | +187,495 | New |
| Koshinski Asset Management, Inc. | 199,120 | $1.51M | 0.12% | +199,120 | New |
| Yakira Capital Management, Inc. | 299,123 | $2.27M | 0.33% | +299,123 | New |
| Clough Capital Partners L P | 453,195 | $3.44M | 0.26% | +453,195 | New |
| Brinker Capital Investments, LLC | 456,069 | $3.46M | 0.05% | +9,602+2.2% | Added |
| Invesco Ltd. | 525,499 | $3.98M | 0.00% | +111,532+26.9% | Added |
| Raymond James & Associates | 619,612 | $4.70M | 0.00% | +303,438+96.0% | Added |
| Advisor Group Holdings, Inc. | 653,904 | $4.96M | 0.01% | +70,782+12.1% | Added |
| Cetera Investment Advisers | 1,082,668 | $8.21M | 0.12% | +1,082,668 | New |
| Sit Investment Associates Inc | 4,983,489 | $37.8M | 1.02% | +4,791,424+2,494.7% | Added |
| 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 |