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.
Q1 2023 vs. Q4 2022
How the institutions holding Franklin Ltd Duration Income Trust changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Of which not filed for Q1 2023 | Q1 2023 | Change |
|---|---|---|---|---|
| Holders | 83 | 1 | 82 | 0 |
| Shares | 13.1M | 35.0K | 13.2M | +141.2K (+1.1%) |
| Value | $80.6M | $217.2K | $81.4M | +$946.4K (+1.2%) |
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (14)
Institutions that held Franklin Ltd Duration Income Trust at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| GraniteShares Advisors LLC | 228,725 | $1.41M | 1.25% |
| Arlington Capital Management, Inc. | 41,046 | $253.7K | 0.24% |
| Sowell Financial Services LLC | 28,193 | $174.0K | 0.01% |
| Warren Averett Asset Management, LLC | 18,755 | $115.9K | 0.01% |
| Nomura Holdings Inc | 15,000 | $92.7K | 0.00% |
| Powell Investment Advisors, LLC | 14,627 | $90.4K | 0.05% |
| Avantax Advisory Services, Inc. | 13,548 | $83.7K | 0.00% |
| XTX Topco Ltd | 11,825 | $73.1K | 0.02% |
| TownSquare Capital, LLC | 11,308 | $69.9K | 0.00% |
| Northwestern Mutual Wealth Management Co | 2,132 | $13.2K | 0.00% |
| Umb Bank N A | 1,366 | $8.44K | 0.00% |
| Spire Wealth Management | 983 | $6.08K | 0.00% |
| Chesapeake Asset Management LLC | 325 | $2.01K | 0.00% |
| BDO Wealth Advisors, LLC | 188 | $1.16K | 0.00% |
Sold out (14)
Institutions that held Franklin Ltd Duration Income Trust at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Bank of Montreal | 22,715 | $160.4K |
| Susquehanna International Group, LLP | 16,916 | $105.0K |
| Virtu Financial LLC | 12,534 | $78.0K |
| Atria Wealth Solutions, Inc. | 12,462 | $77.4K |
| Quantedge Capital Pte Ltd | 10,400 | $64.6K |
| Commonwealth Equity Services, LLC | 10,152 | $63.0K |
| High Net Worth Advisory Group LLC | 5,872 | $36.5K |
| Eagle Bay Advisors LLC | 2,500 | $15.5K |
| Glen Eagle Advisors, LLC | 1,038 | $6.45K |
| Money Concepts Capital Corp | 750 | $4.66K |
| Stonebridge Capital Advisors LLC | 300 | $1.86K |
| MinichMacGregor Wealth Management, LLC | 252 | $1.56K |
| CWM, LLC | 15 | $0 |
| IFP Advisors, Inc | 194 | – |
Not filed for Q1 2023 yet (1)
Institutions that held Franklin Ltd Duration Income Trust at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| CoreCap Advisors, LLC | 34,972 | $217.2K |