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.
Q4 2023 vs. Q3 2023
How the institutions holding Franklin Ltd Duration Income Trust changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Of which not filed for Q4 2023 | Q4 2023 | Change |
|---|---|---|---|---|
| Holders | 78 | 1 | 74 | −3 |
| Shares | 13.7M | 220.2K | 14.2M | +736.4K (+5.5%) |
| Value | $84.1M | $1.34M | $88.6M | +$5.89M (+7.1%) |
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (8)
Institutions that held Franklin Ltd Duration Income Trust at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Pathstone Holdings, LLC | 894,641 | $5.56M | 0.03% |
| Clough Capital Partners L P | 246,900 | $1.54M | 0.17% |
| Rareview Capital LLC | 134,466 | $836.4K | 0.77% |
| Quarry LP | 103,100 | $641.3K | 0.32% |
| Nomura Holdings Inc | 23,812 | $148.1K | 0.00% |
| Wall Capital Group, Inc. | 11,176 | $69.5K | 0.08% |
| Principal Securities, Inc. | 10,445 | $65.0K | 0.00% |
| Csenge Advisory Group | 10,309 | $64.1K | 0.00% |
Sold out (11)
Institutions that held Franklin Ltd Duration Income Trust at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| GraniteShares Advisors LLC | 235,345 | $1.43M |
| Saba Capital Management, L.P. | 184,497 | $1.12M |
| Lazard Asset Management LLC | – | $675.0K |
| Susquehanna International Group, LLP | 29,448 | $179.3K |
| 9258 Wealth Management, LLC | 27,315 | $166.3K |
| Virtu Financial LLC | 17,270 | $105.0K |
| Stifel Financial Corp | 14,021 | $85.4K |
| Centaurus Financial, Inc. | 13,392 | $82.0K |
| D.A. Davidson & Co. | 12,855 | $78.3K |
| Dakota Wealth Management | 10,910 | $66.4K |
| Hollencrest Capital Management | 7,925 | $48.3K |
Not filed for Q4 2023 yet (1)
Institutions that held Franklin Ltd Duration Income Trust at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Advisor Partners II, LLC | 220,158 | $1.34M |