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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 26 | $161 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 115 | $711 | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 188 | $1.16K | 0.00% | +188 | New |
| Chesapeake Asset Management LLC | 325 | $2.01K | 0.00% | +325 | New |
| Allworth Financial LP | 450 | $2.78K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 982 | $6.00K | 0.00% | +7+0.7% | Added |
| Spire Wealth Management | 983 | $6.08K | 0.00% | +983 | New |
| Citigroup Inc | 1,081 | $6.68K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,333 | $8.24K | 0.00% | −2−0.1% | Reduced |
| Umb Bank N A | 1,366 | $8.44K | 0.00% | +1,366 | New |
| Northwestern Mutual Wealth Management Co | 2,132 | $13.2K | 0.00% | +2,132 | New |
| Elequin Capital LP | 2,680 | $16.6K | 0.01% | −8,709−76.5% | Reduced |
| Caldwell Trust Co | 2,800 | $17.3K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 6,487 | $40.1K | 0.00% | +55+0.9% | Added |
| Hollencrest Capital Management | 7,925 | $49.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 8,597 | $53.1K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 9,119 | $56.4K | 0.03% | +4,119+82.4% | Added |
| BlackDiamond Wealth Management Inc. | 10,220 | $63.8K | 0.07% | −561−5.2% | Reduced |
| CTC Capital Management, LLC | 11,066 | $68.4K | 0.14% | −2,400−17.8% | Reduced |
| TownSquare Capital, LLC | 11,308 | $69.9K | 0.00% | +11,308 | New |
| XTX Topco Ltd | 11,825 | $73.1K | 0.02% | +11,825 | New |
| MML Investors Services, LLC | 12,235 | $76.0K | 0.00% | −9,446−43.6% | Reduced |
| Avantax Advisory Services, Inc. | 13,548 | $83.7K | 0.00% | +13,548 | New |
| Stifel Financial Corp | 13,813 | $85.4K | 0.00% | +283+2.1% | Added |
| Powell Investment Advisors, LLC | 14,627 | $90.4K | 0.05% | +14,627 | New |
| Nomura Holdings Inc | 15,000 | $92.7K | 0.00% | +15,000 | New |
| Kestra Advisory Services, LLC | 15,477 | $95.6K | 0.00% | +17+0.1% | Added |
| Janney Montgomery Scott LLC | 16,424 | $102.0K | 0.00% | −3,490−17.5% | Reduced |
| D.A. Davidson & Co. | 18,555 | $114.6K | 0.00% | −2,000−9.7% | Reduced |
| Envestnet Asset Management Inc | 18,556 | $114.7K | 0.00% | +2,096+12.7% | Added |
| Warren Averett Asset Management, LLC | 18,755 | $115.9K | 0.01% | +18,755 | New |
| AE Wealth Management LLC | 20,119 | $124.3K | 0.00% | −1,810−8.3% | Reduced |
| Capital Investment Advisors, LLC | 20,385 | $126.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 20,473 | $126.5K | 0.00% | −607−2.9% | Reduced |
| Barrett & Company, Inc. | 24,150 | $149.2K | 0.10% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 25,000 | $154.5K | 0.11% | −3,000−10.7% | Reduced |
| Brown Advisory Inc | 25,100 | $155.1K | 0.00% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 25,168 | $155.5K | 0.07% | +112+0.4% | Added |
| Wells Fargo & Company | 25,496 | $157.6K | 0.00% | 00.0% | Unchanged |
| CSS LLC | 26,228 | $162.1K | 0.01% | +247+1.0% | Added |
| Wedbush Securities Inc | 26,300 | $163.0K | 0.01% | +7,800+42.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 26,904 | $166.0K | 0.00% | +584+2.2% | Added |
| 9258 Wealth Management, LLC | 26,954 | $166.6K | 0.03% | −23−0.1% | Reduced |
| Sowell Financial Services LLC | 28,193 | $174.0K | 0.01% | +28,193 | New |
| Creative Financial Designs Inc | 29,620 | $183.0K | 0.02% | +478+1.6% | Added |
| Centaurus Financial, Inc. | 30,352 | $188.0K | 0.02% | −6,343−17.3% | Reduced |
| StoneX Group Inc. | 33,172 | $205.0K | 0.02% | +21,063+173.9% | Added |
| Oppenheimer & Co Inc | 35,232 | $217.7K | 0.00% | −144−0.4% | Reduced |
| Arlington Capital Management, Inc. | 41,046 | $253.7K | 0.24% | +41,046 | New |
| LPL Financial LLC | 43,241 | $267.2K | 0.00% | +468+1.1% | Added |
| Landscape Capital Management, L.L.C. | 44,842 | $277.1K | 0.04% | +11,727+35.4% | Added |
| HighTower Advisors, LLC | 47,187 | $288.0K | 0.00% | −1,312−2.7% | Reduced |
| SeaCrest Wealth Management, LLC | 48,282 | $298.4K | 0.04% | +2,488+5.4% | Added |
| Woodline Partners LP | 55,047 | $340.2K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 61,039 | $377.2K | 0.00% | −26,653−30.4% | Reduced |
| Royal Bank of Canada | 72,345 | $447.0K | 0.00% | +47,180+187.5% | Added |
| National Asset Management, Inc. | 74,010 | $457.4K | 0.01% | +11,010+17.5% | Added |
| Capital Wealth Alliance, LLC | 79,997 | $494.4K | 0.40% | +3,494+4.6% | Added |
| Saba Capital Management, L.P. | 93,603 | $578.5K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 93,644 | $578.7K | 0.01% | +1,157+1.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 95,768 | $591.8K | 0.00% | +3,134+3.4% | Added |
| Logan Stone Capital, LLC | 121,119 | $748.5K | 0.30% | +6,002+5.2% | Added |
| UBS Group AG | 156,333 | $966.1K | 0.00% | −57,869−27.0% | Reduced |
| Matisse Capital | 159,668 | $986.7K | 0.64% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 166,384 | $1.03M | 0.10% | +680.0% | Added |
| GWM Advisors LLC | 165,530 | $1.03M | 0.01% | −3,700−2.2% | Reduced |
| CNH Partners LLC | 214,908 | $1.33M | 0.04% | +29,589+16.0% | Added |
| GraniteShares Advisors LLC | 228,725 | $1.41M | 1.25% | +228,725 | New |
| Wolverine Asset Management LLC | 268,207 | $1.66M | 0.03% | +85,002+46.4% | Added |
| Yakira Capital Management, Inc. | 299,123 | $1.85M | 0.47% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 419,427 | $2.59M | 1.13% | +271,756+184.0% | Added |
| Guggenheim Capital LLC | 464,966 | $2.87M | 0.02% | +65,415+16.4% | Added |
| 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 |
| Invesco Ltd. | 552,618 | $3.42M | 0.00% | −79,284−12.5% | Reduced |
| Advisor Group Holdings, Inc. | 636,542 | $3.93M | 0.01% | −4,268−0.7% | Reduced |
| Morgan Stanley | 650,183 | $4.02M | 0.00% | +191,753+41.8% | Added |
| Rivernorth Capital Management, LLC | 684,485 | $4.23M | 0.20% | −809,463−54.2% | Reduced |
| 1607 Capital Partners, LLC | 837,767 | $5.18M | 0.36% | −51,100−5.7% | Reduced |
| Cetera Investment Advisers | 1,106,182 | $6.84M | 0.06% | +9,347+0.9% | Added |
| Bank of America Corp | 1,360,193 | $8.41M | 0.00% | +626,293+85.3% | Added |
| Sit Investment Associates Inc | 2,040,018 | $12.6M | 0.34% | −1,021,757−33.4% | Reduced |
| 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 |