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 |
|---|---|---|---|---|---|
| CWM, LLC | 15 | $0 | 0.00% | +15 | New |
| Rockefeller Capital Management L.P. | 83 | $0 | 0.00% | +83 | 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% | 00.0% | Unchanged |
| 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 |
| AdvisorNet Financial, Inc | 1,333 | $9.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,275 | $9.00K | 0.00% | +1,275 | New |
| ACG Wealth | 2,155 | $15.0K | 0.00% | +2,155 | New |
| Caldwell Trust Co | 2,800 | $18.9K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 5,872 | $40.0K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 6,326 | $43.0K | 0.01% | +51+0.8% | 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 |
| Royal Bank of Canada | 10,150 | $69.0K | 0.00% | +1,000+10.9% | Added |
| BlackDiamond Wealth Management Inc. | 10,847 | $73.0K | 0.09% | +10,847 | New |
| CTC Capital Management, LLC | 11,066 | $75.0K | 0.08% | +11,066 | New |
| Kestra Advisory Services, LLC | 11,714 | $79.0K | 0.00% | +722+6.6% | Added |
| 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 |
| D.A. Davidson & Co. | 12,055 | $81.0K | 0.00% | −7,600−38.7% | Reduced |
| Stifel Financial Corp | 13,041 | $88.0K | 0.00% | +92+0.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 14,184 | $96.0K | 0.00% | −341−2.3% | Reduced |
| Quantedge Capital Pte Ltd | 14,600 | $99.0K | 0.02% | +14,600 | New |
| San Luis Wealth Advisors LLC | 14,878 | $101.0K | 0.12% | −10,452−41.3% | Reduced |
| Wells Fargo & Company | 15,358 | $104.0K | 0.00% | +1,658+12.1% | Added |
| AE Wealth Management LLC | 16,119 | $109.0K | 0.00% | −8,744−35.2% | Reduced |
| Cetera Advisor Networks LLC | 19,718 | $133.0K | 0.00% | +142+0.7% | Added |
| Janney Montgomery Scott LLC | 20,262 | $134.0K | 0.00% | −6,165−23.3% | Reduced |
| Creative Financial Designs Inc | 20,727 | $140.0K | 0.02% | +448+2.2% | Added |
| Brown Advisory Inc | 20,970 | $142.0K | 0.00% | +5,970+39.8% | Added |
| MML Investors Services, LLC | 21,320 | $144.0K | 0.00% | −329−1.5% | Reduced |
| Capital Investment Advisors, LLC | 23,255 | $157.0K | 0.01% | 00.0% | Unchanged |
| CSS LLC | 25,092 | $170.0K | 0.01% | +1,321+5.6% | Added |
| Truist Financial Corp | 25,599 | $173.0K | 0.00% | +4,425+20.9% | Added |
| Detalus Advisors, LLC | 26,998 | $183.0K | 0.11% | +35+0.1% | Added |
| ELCO Management Co., LLC | 29,000 | $196.0K | 0.16% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 30,480 | $206.0K | 0.13% | 00.0% | Unchanged |
| 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 |
| 9258 Wealth Management, LLC | 34,648 | $234.0K | 0.06% | −3,997−10.3% | Reduced |
| Oppenheimer & Co Inc | 36,113 | $245.0K | 0.01% | +4,081+12.7% | Added |
| Shaker Financial Services, LLC | 41,000 | $277.0K | 0.13% | +24,600+150.0% | Added |
| LPL Financial LLC | 43,827 | $296.0K | 0.00% | +542+1.3% | Added |
| SeaCrest Wealth Management, LLC | 43,883 | $297.0K | 0.04% | −50−0.1% | Reduced |
| Private Advisor Group, LLC | 44,050 | $298.0K | 0.00% | +33,650+323.6% | Added |
| Centaurus Financial, Inc. | 44,347 | $300.0K | 0.03% | −19,497−30.5% | Reduced |
| Bank of America Corp | 65,547 | $443.0K | 0.00% | −20,699−24.0% | Reduced |
| Goldman Sachs Group Inc | 67,001 | $453.0K | 0.00% | −120,494−64.3% | Reduced |
| Capital Wealth Alliance, LLC | 74,043 | $500.0K | 0.35% | +1,257+1.7% | Added |
| Landscape Capital Management, L.L.C. | 76,334 | $516.0K | 0.07% | +4,962+7.0% | Added |
| Mariner Investment Group LLC | 86,615 | $586.0K | 0.62% | +42,106+94.6% | Added |
| Orion Portfolio Solutions, LLC | 97,924 | $662.0K | 0.03% | +11,543+13.4% | Added |
| Stratos Wealth Partners, LTD. | 99,965 | $676.0K | 0.02% | +6,858+7.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 121,633 | $822.0K | 0.00% | +8,061+7.1% | Added |
| CNH Partners LLC | 132,039 | $893.0K | 0.02% | +87,583+197.0% | Added |
| UBS Group AG | 155,232 | $1.05M | 0.00% | −13,741−8.1% | Reduced |
| Wolverine Asset Management LLC | 164,355 | $1.11M | 0.01% | +137,315+507.8% | Added |
| GWM Advisors LLC | 174,230 | $1.18M | 0.02% | −2,244−1.3% | Reduced |
| Koshinski Asset Management, Inc. | 193,184 | $1.31M | 0.13% | −5,936−3.0% | Reduced |
| Guggenheim Capital LLC | 297,861 | $2.01M | 0.02% | +121,362+68.8% | Added |
| Yakira Capital Management, Inc. | 299,123 | $2.02M | 0.32% | 00.0% | Unchanged |
| Morgan Stanley | 473,872 | $3.20M | 0.00% | +339,418+252.4% | Added |
| Brinker Capital Investments, LLC | 474,045 | $3.21M | 0.06% | +17,976+3.9% | Added |
| Raymond James & Associates | 518,639 | $3.51M | 0.00% | −100,973−16.3% | Reduced |
| Invesco Ltd. | 584,589 | $3.95M | 0.00% | +59,090+11.2% | Added |
| Advisor Group Holdings, Inc. | 662,577 | $4.47M | 0.01% | +8,673+1.3% | Added |
| 1607 Capital Partners, LLC | 935,467 | $6.32M | 0.43% | +935,467 | New |
| Cetera Investment Advisers | 1,103,346 | $7.46M | 0.12% | +20,678+1.9% | Added |
| Rivernorth Capital Management, LLC | 1,746,023 | $11.8M | 0.48% | +1,733,006+13,313.4% | Added |
| Sit Investment Associates Inc | 3,698,815 | $25.0M | 0.76% | −1,284,674−25.8% | Reduced |
| 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 |