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, Q2 2022
Institutional positions in Franklin Ltd Duration Income Trust as of Jun 30, 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
- 74
- +3 vs. Q1 2022
- Shares held
- 13.2M
- +1.43M (+12.2%) vs. Q1 2022
- Total value
- $88.8M
- −$430.6K (−0.5%) vs. Q1 2022
- New holders
- 11
- 31 more added
- Sold out
- 8
- 19 more reduced
1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Franklin Ltd Duration Income Trust; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 3,698,815 | $25.0M | 0.76% | −1,284,674−25.8% | Reduced |
| Rivernorth Capital Management, LLC | 1,746,023 | $11.8M | 0.48% | +1,733,006+13,313.4% | Added |
| Cetera Investment Advisers | 1,103,346 | $7.46M | 0.12% | +20,678+1.9% | Added |
| 1607 Capital Partners, LLC | 935,467 | $6.32M | 0.43% | +935,467 | New |
| Advisor Group Holdings, Inc. | 662,577 | $4.47M | 0.01% | +8,673+1.3% | Added |
| Invesco Ltd. | 584,589 | $3.95M | 0.00% | +59,090+11.2% | Added |
| Raymond James & Associates | 518,639 | $3.51M | 0.00% | −100,973−16.3% | Reduced |
| Brinker Capital Investments, LLC | 474,045 | $3.21M | 0.06% | +17,976+3.9% | Added |
| Morgan Stanley | 473,872 | $3.20M | 0.00% | +339,418+252.4% | Added |
| Yakira Capital Management, Inc. | 299,123 | $2.02M | 0.32% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 297,861 | $2.01M | 0.02% | +121,362+68.8% | Added |
| Koshinski Asset Management, Inc. | 193,184 | $1.31M | 0.13% | −5,936−3.0% | Reduced |
| GWM Advisors LLC | 174,230 | $1.18M | 0.02% | −2,244−1.3% | Reduced |
| Wolverine Asset Management LLC | 164,355 | $1.11M | 0.01% | +137,315+507.8% | Added |
| UBS Group AG | 155,232 | $1.05M | 0.00% | −13,741−8.1% | Reduced |
| CNH Partners LLC | 132,039 | $893.0K | 0.02% | +87,583+197.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 121,633 | $822.0K | 0.00% | +8,061+7.1% | Added |
| Stratos Wealth Partners, LTD. | 99,965 | $676.0K | 0.02% | +6,858+7.4% | Added |
| Orion Portfolio Solutions, LLC | 97,924 | $662.0K | 0.03% | +11,543+13.4% | Added |
| Mariner Investment Group LLC | 86,615 | $586.0K | 0.62% | +42,106+94.6% | Added |
| Landscape Capital Management, L.L.C. | 76,334 | $516.0K | 0.07% | +4,962+7.0% | Added |
| Capital Wealth Alliance, LLC | 74,043 | $500.0K | 0.35% | +1,257+1.7% | Added |
| Goldman Sachs Group Inc | 67,001 | $453.0K | 0.00% | −120,494−64.3% | Reduced |
| Bank of America Corp | 65,547 | $443.0K | 0.00% | −20,699−24.0% | Reduced |
| Centaurus Financial, Inc. | 44,347 | $300.0K | 0.03% | −19,497−30.5% | Reduced |
| Private Advisor Group, LLC | 44,050 | $298.0K | 0.00% | +33,650+323.6% | Added |
| SeaCrest Wealth Management, LLC | 43,883 | $297.0K | 0.04% | −50−0.1% | Reduced |
| LPL Financial LLC | 43,827 | $296.0K | 0.00% | +542+1.3% | Added |
| Shaker Financial Services, LLC | 41,000 | $277.0K | 0.13% | +24,600+150.0% | Added |
| Oppenheimer & Co Inc | 36,113 | $245.0K | 0.01% | +4,081+12.7% | Added |
| 9258 Wealth Management, LLC | 34,648 | $234.0K | 0.06% | −3,997−10.3% | Reduced |
| CoreCap Advisors, LLC | 31,302 | $212.0K | 0.02% | −1,048−3.2% | Reduced |
| Hunting Hill Global Capital, LLC | 96,936 | $212.0K | 0.20% | +96,936 | New |
| Lifeworks Advisors, LLC | 30,480 | $206.0K | 0.13% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 29,000 | $196.0K | 0.16% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 26,998 | $183.0K | 0.11% | +35+0.1% | Added |
| Truist Financial Corp | 25,599 | $173.0K | 0.00% | +4,425+20.9% | Added |
| CSS LLC | 25,092 | $170.0K | 0.01% | +1,321+5.6% | Added |
| Capital Investment Advisors, LLC | 23,255 | $157.0K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 21,320 | $144.0K | 0.00% | −329−1.5% | Reduced |
| Brown Advisory Inc | 20,970 | $142.0K | 0.00% | +5,970+39.8% | Added |
| Creative Financial Designs Inc | 20,727 | $140.0K | 0.02% | +448+2.2% | Added |
| Janney Montgomery Scott LLC | 20,262 | $134.0K | 0.00% | −6,165−23.3% | Reduced |
| Cetera Advisor Networks LLC | 19,718 | $133.0K | 0.00% | +142+0.7% | Added |
| AE Wealth Management LLC | 16,119 | $109.0K | 0.00% | −8,744−35.2% | Reduced |
| Wells Fargo & Company | 15,358 | $104.0K | 0.00% | +1,658+12.1% | Added |
| San Luis Wealth Advisors LLC | 14,878 | $101.0K | 0.12% | −10,452−41.3% | Reduced |
| Quantedge Capital Pte Ltd | 14,600 | $99.0K | 0.02% | +14,600 | New |
| Cambridge Investment Research Advisors, Inc. | 14,184 | $96.0K | 0.00% | −341−2.3% | Reduced |
| Stifel Financial Corp | 13,041 | $88.0K | 0.00% | +92+0.7% | Added |
| D.A. Davidson & Co. | 12,055 | $81.0K | 0.00% | −7,600−38.7% | Reduced |
| Csenge Advisory Group | 11,803 | $80.0K | 0.01% | +1,243+11.8% | Added |
| Bank of Montreal | 10,000 | $80.0K | 0.00% | +10,000 | New |
| Kestra Advisory Services, LLC | 11,714 | $79.0K | 0.00% | +722+6.6% | Added |
| CTC Capital Management, LLC | 11,066 | $75.0K | 0.08% | +11,066 | New |
| BlackDiamond Wealth Management Inc. | 10,847 | $73.0K | 0.09% | +10,847 | New |
| Royal Bank of Canada | 10,150 | $69.0K | 0.00% | +1,000+10.9% | Added |
| Steward Partners Investment Advisory, LLC | 9,992 | $68.0K | 0.00% | −3,611−26.5% | Reduced |
| Wedbush Securities Inc | 10,000 | $68.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 6,326 | $43.0K | 0.01% | +51+0.8% | Added |
| High Net Worth Advisory Group LLC | 5,872 | $40.0K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 2,800 | $18.9K | 0.00% | 00.0% | Unchanged |
| ACG Wealth | 2,155 | $15.0K | 0.00% | +2,155 | New |
| AdvisorNet Financial, Inc | 1,333 | $9.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,275 | $9.00K | 0.00% | +1,275 | New |
| Spire Wealth Management | 983 | $7.00K | 0.00% | −983−50.0% | Reduced |
| Proequities, Inc. | 965 | $7.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,081 | $7.00K | 0.00% | +1,081 | New |
| IFP Advisors, Inc | 273 | $5.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| CWM, LLC | 15 | $0 | 0.00% | +15 | New |
| Rockefeller Capital Management L.P. | 83 | $0 | 0.00% | +83 | New |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −453,195−100.0% | Sold out |
| Bulldog Investors, LLP | 0 | $0 | 0.00% | −163,739−100.0% | Sold out |
| Ford Financial Group, LLC | 0 | $0 | 0.00% | −65,731−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −13,131−100.0% | Sold out |
| Smart Portfolios, LLC | 0 | $0 | 0.00% | −12,001−100.0% | Sold out |
| Teamwork Financial Advisors, LLC | 0 | $0 | 0.00% | −11,544−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |