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 2023
Institutional positions in Franklin Ltd Duration Income Trust as of Mar 31, 2023. 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
- 82
- 0 vs. Q4 2022
- Shares held
- 13.2M
- +141.2K (+1.1%) vs. Q4 2022
- Total value
- $81.4M
- +$946.4K (+1.2%) vs. Q4 2022
- New holders
- 14
- 31 more added
- Sold out
- 14
- 22 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Franklin Ltd Duration Income Trust; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 2,040,018 | $12.6M | 0.34% | −1,021,757−33.4% | Reduced |
| Bank of America Corp | 1,360,193 | $8.41M | 0.00% | +626,293+85.3% | Added |
| Cetera Investment Advisers | 1,106,182 | $6.84M | 0.06% | +9,347+0.9% | Added |
| 1607 Capital Partners, LLC | 837,767 | $5.18M | 0.36% | −51,100−5.7% | Reduced |
| Rivernorth Capital Management, LLC | 684,485 | $4.23M | 0.20% | −809,463−54.2% | Reduced |
| Morgan Stanley | 650,183 | $4.02M | 0.00% | +191,753+41.8% | Added |
| Advisor Group Holdings, Inc. | 636,542 | $3.93M | 0.01% | −4,268−0.7% | Reduced |
| Invesco Ltd. | 552,618 | $3.42M | 0.00% | −79,284−12.5% | Reduced |
| Brinker Capital Investments, LLC | 541,689 | $3.35M | 0.04% | +94,760+21.2% | Added |
| Orion Portfolio Solutions, LLC | 541,689 | $3.35M | 0.04% | +445,703+464.3% | Added |
| Guggenheim Capital LLC | 464,966 | $2.87M | 0.02% | +65,415+16.4% | Added |
| Shaker Financial Services, LLC | 419,427 | $2.59M | 1.13% | +271,756+184.0% | Added |
| Yakira Capital Management, Inc. | 299,123 | $1.85M | 0.47% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 268,207 | $1.66M | 0.03% | +85,002+46.4% | Added |
| GraniteShares Advisors LLC | 228,725 | $1.41M | 1.25% | +228,725 | New |
| CNH Partners LLC | 214,908 | $1.33M | 0.04% | +29,589+16.0% | Added |
| GWM Advisors LLC | 165,530 | $1.03M | 0.01% | −3,700−2.2% | Reduced |
| Koshinski Asset Management, Inc. | 166,384 | $1.03M | 0.10% | +680.0% | Added |
| Matisse Capital | 159,668 | $986.7K | 0.64% | 00.0% | Unchanged |
| UBS Group AG | 156,333 | $966.1K | 0.00% | −57,869−27.0% | Reduced |
| Logan Stone Capital, LLC | 121,119 | $748.5K | 0.30% | +6,002+5.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 95,768 | $591.8K | 0.00% | +3,134+3.4% | Added |
| Private Advisor Group, LLC | 93,644 | $578.7K | 0.01% | +1,157+1.3% | Added |
| Saba Capital Management, L.P. | 93,603 | $578.5K | 0.01% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 79,997 | $494.4K | 0.40% | +3,494+4.6% | Added |
| National Asset Management, Inc. | 74,010 | $457.4K | 0.01% | +11,010+17.5% | Added |
| Royal Bank of Canada | 72,345 | $447.0K | 0.00% | +47,180+187.5% | Added |
| Raymond James & Associates | 61,039 | $377.2K | 0.00% | −26,653−30.4% | Reduced |
| Woodline Partners LP | 55,047 | $340.2K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 48,282 | $298.4K | 0.04% | +2,488+5.4% | Added |
| HighTower Advisors, LLC | 47,187 | $288.0K | 0.00% | −1,312−2.7% | Reduced |
| Landscape Capital Management, L.L.C. | 44,842 | $277.1K | 0.04% | +11,727+35.4% | Added |
| LPL Financial LLC | 43,241 | $267.2K | 0.00% | +468+1.1% | Added |
| Arlington Capital Management, Inc. | 41,046 | $253.7K | 0.24% | +41,046 | New |
| Oppenheimer & Co Inc | 35,232 | $217.7K | 0.00% | −144−0.4% | Reduced |
| StoneX Group Inc. | 33,172 | $205.0K | 0.02% | +21,063+173.9% | Added |
| Centaurus Financial, Inc. | 30,352 | $188.0K | 0.02% | −6,343−17.3% | Reduced |
| Creative Financial Designs Inc | 29,620 | $183.0K | 0.02% | +478+1.6% | Added |
| Sowell Financial Services LLC | 28,193 | $174.0K | 0.01% | +28,193 | New |
| 9258 Wealth Management, LLC | 26,954 | $166.6K | 0.03% | −23−0.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 26,904 | $166.0K | 0.00% | +584+2.2% | Added |
| Wedbush Securities Inc | 26,300 | $163.0K | 0.01% | +7,800+42.2% | Added |
| CSS LLC | 26,228 | $162.1K | 0.01% | +247+1.0% | Added |
| Wells Fargo & Company | 25,496 | $157.6K | 0.00% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 25,168 | $155.5K | 0.07% | +112+0.4% | Added |
| Brown Advisory Inc | 25,100 | $155.1K | 0.00% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 25,000 | $154.5K | 0.11% | −3,000−10.7% | Reduced |
| Barrett & Company, Inc. | 24,150 | $149.2K | 0.10% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 20,473 | $126.5K | 0.00% | −607−2.9% | Reduced |
| Capital Investment Advisors, LLC | 20,385 | $126.0K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 20,119 | $124.3K | 0.00% | −1,810−8.3% | Reduced |
| Warren Averett Asset Management, LLC | 18,755 | $115.9K | 0.01% | +18,755 | New |
| Envestnet Asset Management Inc | 18,556 | $114.7K | 0.00% | +2,096+12.7% | Added |
| D.A. Davidson & Co. | 18,555 | $114.6K | 0.00% | −2,000−9.7% | Reduced |
| Janney Montgomery Scott LLC | 16,424 | $102.0K | 0.00% | −3,490−17.5% | Reduced |
| Kestra Advisory Services, LLC | 15,477 | $95.6K | 0.00% | +17+0.1% | Added |
| Nomura Holdings Inc | 15,000 | $92.7K | 0.00% | +15,000 | New |
| Powell Investment Advisors, LLC | 14,627 | $90.4K | 0.05% | +14,627 | New |
| Stifel Financial Corp | 13,813 | $85.4K | 0.00% | +283+2.1% | Added |
| Avantax Advisory Services, Inc. | 13,548 | $83.7K | 0.00% | +13,548 | New |
| MML Investors Services, LLC | 12,235 | $76.0K | 0.00% | −9,446−43.6% | Reduced |
| XTX Topco Ltd | 11,825 | $73.1K | 0.02% | +11,825 | New |
| TownSquare Capital, LLC | 11,308 | $69.9K | 0.00% | +11,308 | New |
| CTC Capital Management, LLC | 11,066 | $68.4K | 0.14% | −2,400−17.8% | Reduced |
| BlackDiamond Wealth Management Inc. | 10,220 | $63.8K | 0.07% | −561−5.2% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 9,119 | $56.4K | 0.03% | +4,119+82.4% | Added |
| Steward Partners Investment Advisory, LLC | 8,597 | $53.1K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 7,925 | $49.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 6,487 | $40.1K | 0.00% | +55+0.9% | Added |
| Caldwell Trust Co | 2,800 | $17.3K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 2,680 | $16.6K | 0.01% | −8,709−76.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,132 | $13.2K | 0.00% | +2,132 | New |
| Umb Bank N A | 1,366 | $8.44K | 0.00% | +1,366 | New |
| AdvisorNet Financial, Inc | 1,333 | $8.24K | 0.00% | −2−0.1% | Reduced |
| Citigroup Inc | 1,081 | $6.68K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 983 | $6.08K | 0.00% | +983 | New |
| Bessemer Group Inc | 982 | $6.00K | 0.00% | +7+0.7% | Added |
| Allworth Financial LP | 450 | $2.78K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 325 | $2.01K | 0.00% | +325 | New |
| BDO Wealth Advisors, LLC | 188 | $1.16K | 0.00% | +188 | New |
| US Bancorp | 115 | $711 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 26 | $161 | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 0 | $0 | 0.00% | −22,715−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −16,916−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,534−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −12,462−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −10,152−100.0% | Sold out |
| High Net Worth Advisory Group LLC | 0 | $0 | 0.00% | −5,872−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −1,038−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −252−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −194−100.0% | Sold out |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |