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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, Q3 2022

Institutional positions in Franklin Ltd Duration Income Trust as of Sep 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
72
−2 vs. Q2 2022
Shares held
12.9M
−315.7K (−2.4%) vs. Q2 2022
Total value
$79.6M
−$9.18M (−10.3%) vs. Q2 2022
New holders
8
25 more added
Sold out
10
26 more reduced

Compare with Q2 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.

Institutional holdersQ3 2022: 72 institutions
Q1 2021: 58 institutionsQ2 2021: 56 institutionsQ3 2021: 56 institutionsQ4 2021: 60 institutionsQ1 2022: 72 institutionsQ2 2022: 74 institutionsQ3 2022: 72 institutionsQ4 2022: 83 institutionsQ1 2023: 82 institutionsQ2 2023: 77 institutionsQ3 2023: 78 institutionsQ4 2023: 74 institutionsQ1 2024: 80 institutionsQ2 2024: 79 institutionsQ3 2024: 78 institutionsQ4 2024: 81 institutionsQ1 2025: 80 institutionsQ2 2025: 85 institutionsQ3 2025: 87 institutionsQ4 2025: 98 institutionsQ1 2026: 87 institutionsQ2 2026: 88 institutions
Value heldQ3 2022: $79.6M
Q1 2021: $79.2MQ2 2021: $54.5MQ3 2021: $40.0MQ4 2021: $35.2MQ1 2022: $90.5MQ2 2022: $88.8MQ3 2022: $79.6MQ4 2022: $80.6MQ1 2023: $81.4MQ2 2023: $88.3MQ3 2023: $84.1MQ4 2023: $88.6MQ1 2024: $87.7MQ2 2024: $84.3MQ3 2024: $86.6MQ4 2024: $91.0MQ1 2025: $90.5MQ2 2025: $87.7MQ3 2025: $84.4MQ4 2025: $94.5MQ1 2026: $85.7MQ2 2026: $84.7M
Institutions holding FTF and their total value by quarter
QuarterHoldersValue
Q2 202688$84.7M
Q1 202687$85.7M
Q4 202598$94.5M
Q3 202587$84.4M
Q2 202585$87.7M
Q1 202580$90.5M
Q4 202481$91.0M
Q3 202478$86.6M
Q2 202479$84.3M
Q1 202480$87.7M
Q4 202374$88.6M
Q3 202378$84.1M
Q2 202377$88.3M
Q1 202382$81.4M
Q4 202283$80.6M
Q3 202272$79.6M
Q2 202274$88.8M
Q1 202272$90.5M
Q4 202160$35.2M
Q3 202156$40.0M
Q2 202156$54.5M
Q1 202158$79.2M

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Franklin Ltd Duration Income Trust; share changes are against Q2 2022.

Institutions holding FTF in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
CWM, LLC17$00.00%+2+13.3%Added
EverSource Wealth Advisors, LLC26$00.00%+26New
Northwestern Mutual Wealth Management Co192$1.00K0.00%+192New
Gradient Investments LLC143$1.00K0.00%+143New
Clear Street LLC242$1.00K0.00%+242New
Stonebridge Capital Advisors LLC300$2.00K0.00%00.0%Unchanged
Allworth Financial LP450$3.00K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC1,009$6.24K0.00%+1,009New
Citigroup Inc1,081$7.00K0.00%00.0%Unchanged
AdvisorNet Financial, Inc1,333$8.00K0.00%00.0%Unchanged
FourThought Financial, LLC1,275$8.00K0.00%00.0%Unchanged
Caldwell Trust Co2,800$17.3K0.00%00.0%Unchanged
High Net Worth Advisory Group LLC5,872$36.0K0.02%00.0%Unchanged
Sound Income Strategies, LLC6,378$39.0K0.01%+52+0.8%Added
Royal Bank of Canada8,651$53.0K0.00%−1,499−14.8%Reduced
Steward Partners Investment Advisory, LLC8,597$53.0K0.00%−1,395−14.0%Reduced
Csenge Advisory Group10,650$66.0K0.01%−1,153−9.8%Reduced
BlackDiamond Wealth Management Inc.10,812$66.0K0.08%−35−0.3%Reduced
CTC Capital Management, LLC11,066$68.0K0.06%00.0%Unchanged
San Luis Wealth Advisors LLC12,679$78.0K0.08%−2,199−14.8%Reduced
Kestra Advisory Services, LLC12,795$79.0K0.00%+1,081+9.2%Added
Stifel Financial Corp13,434$83.0K0.00%+393+3.0%Added
Cambridge Investment Research Advisors, Inc.14,204$88.0K0.00%+20+0.1%Added
AE Wealth Management LLC15,119$93.0K0.00%−1,000−6.2%Reduced
Wells Fargo & Company16,858$104.0K0.00%+1,500+9.8%Added
Atria Wealth Solutions, Inc.17,956$111.0K0.00%+17,956New
Wedbush Securities Inc18,500$114.0K0.01%+8,500+85.0%Added
Susquehanna International Group, LLP18,711$116.0K0.00%+18,711New
Cetera Advisor Networks LLC19,718$122.0K0.00%00.0%Unchanged
Janney Montgomery Scott LLC19,914$123.0K0.00%−348−1.7%Reduced
Truist Financial Corp20,452$126.0K0.00%−5,147−20.1%Reduced
D.A. Davidson & Co.20,555$127.0K0.00%+8,500+70.5%Added
Brown Advisory Inc20,970$130.0K0.00%00.0%Unchanged
MML Investors Services, LLC21,297$132.0K0.00%−23−0.1%Reduced
Capital Investment Advisors, LLC22,480$139.0K0.00%−775−3.3%Reduced
Barrett & Company, Inc.24,150$150.0K0.10%+24,150New
CSS LLC25,254$156.0K0.01%+162+0.6%Added
Detalus Advisors, LLC27,096$167.0K0.10%+98+0.4%Added
Creative Financial Designs Inc28,673$177.0K0.03%+7,946+38.3%Added
ELCO Management Co., LLC29,000$179.0K0.14%00.0%Unchanged
9258 Wealth Management, LLC31,739$196.0K0.05%−2,909−8.4%Reduced
Oppenheimer & Co Inc36,193$224.0K0.01%+80+0.2%Added
Centaurus Financial, Inc.37,318$231.0K0.02%−7,029−15.9%Reduced
CoreCap Advisors, LLC37,502$232.0K0.02%+6,200+19.8%Added
Stratos Wealth Partners, LTD.39,275$243.0K0.01%−60,690−60.7%Reduced
Landscape Capital Management, L.L.C.43,209$267.0K0.03%−33,125−43.4%Reduced
SeaCrest Wealth Management, LLC45,408$281.0K0.04%+1,525+3.5%Added
Bank of America Corp55,185$341.0K0.00%−10,362−15.8%Reduced
LPL Financial LLC72,599$449.0K0.00%+28,772+65.6%Added
Private Advisor Group, LLC75,293$465.0K0.01%+31,243+70.9%Added
Capital Wealth Alliance, LLC78,285$483.0K0.40%+4,242+5.7%Added
Mariner Investment Group LLC86,615$535.0K0.61%00.0%Unchanged
Orion Portfolio Solutions, LLC93,969$581.0K0.02%−3,955−4.0%Reduced
Raymond James Financial Services Advisors, Inc.100,143$619.0K0.00%−21,490−17.7%Reduced
Shaker Financial Services, LLC108,921$673.0K0.33%+67,921+165.7%Added
CNH Partners LLC156,038$964.0K0.02%+23,999+18.2%Added
UBS Group AG169,221$1.05M0.00%+13,989+9.0%Added
GWM Advisors LLC172,330$1.06M0.02%−1,900−1.1%Reduced
Wolverine Asset Management LLC192,452$1.19M0.02%+28,097+17.1%Added
Koshinski Asset Management, Inc.196,247$1.21M0.14%+3,063+1.6%Added
Guggenheim Capital LLC295,114$1.82M0.02%−2,747−0.9%Reduced
Yakira Capital Management, Inc.299,123$1.85M0.27%00.0%Unchanged
Morgan Stanley424,155$2.62M0.00%−49,717−10.5%Reduced
Brinker Capital Investments, LLC451,862$2.79M0.06%−22,183−4.7%Reduced
Raymond James & Associates507,847$3.14M0.00%−10,792−2.1%Reduced
Invesco Ltd.577,830$3.57M0.00%−6,759−1.2%Reduced
Advisor Group Holdings, Inc.665,827$4.12M0.01%+3,250+0.5%Added
1607 Capital Partners, LLC791,367$4.89M0.38%−144,100−15.4%Reduced
Cetera Investment Advisers1,107,329$6.84M0.14%+3,983+0.4%Added
Rivernorth Capital Management, LLC1,554,947$9.61M0.43%−191,076−10.9%Reduced
Sit Investment Associates Inc3,882,359$24.0M0.72%+183,544+5.0%Added
IFP Advisors, Inc198––−75−27.5%Reduced
Proequities, Inc.0$00.00%−965−100.0%Sold out
Goldman Sachs Group Inc0$00.00%−67,001−100.0%Sold out
Hunting Hill Global Capital, LLC0$00.00%−96,936−100.0%Sold out
Lifeworks Advisors, LLC0$00.00%−30,480−100.0%Sold out
Quantedge Capital Pte Ltd0$00.00%−14,600−100.0%Sold out
Bank of Montreal0$00.00%−10,000−100.0%Sold out
ACG Wealth0$00.00%−2,155−100.0%Sold out
Spire Wealth Management0$00.00%−983−100.0%Sold out
Geneos Wealth Management Inc.0$00.00%−630−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−83−100.0%Sold out