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 2024 vs. Q4 2023
How the institutions holding Franklin Ltd Duration Income Trust changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Of which not filed for Q1 2024 | Q1 2024 | Change |
|---|---|---|---|---|
| Holders | 74 | 1 | 80 | +7 |
| Shares | 14.2M | 11.2K | 14.0M | −203.1K (−1.4%) |
| Value | $88.6M | $69.5K | $87.7M | −$809.1K (−0.9%) |
1 institution that held it in Q4 2023 haven't filed for Q1 2024 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 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Absolute Investment Advisers LLC | 129,641 | $812.8K | 0.11% |
| Walleye Capital LLC | 50,427 | $316.2K | 0.00% |
| Baird Financial Group, Inc. | 31,417 | $197.0K | 0.00% |
| 9258 Wealth Management, LLC | 27,201 | $170.6K | 0.03% |
| Stifel Financial Corp | 14,269 | $89.5K | 0.00% |
| Stephens Inc | 12,000 | $75.2K | 0.00% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,277 | $70.7K | 0.00% |
| Moloney Securities Asset Management, LLC | 10,081 | $63.2K | 0.01% |
| JPMorgan Chase & Co | 7,224 | $45.3K | 0.00% |
| Blue Bell Private Wealth Management, LLC | 2,000 | $12.5K | 0.00% |
| Ransom Advisory, Ltd | 1,500 | $9.40K | 0.01% |
| Hilltop National Bank | 1,325 | $8.31K | 0.00% |
| Plante Moran Financial Advisors, LLC | 518 | $3.25K | 0.00% |
| Assetmark, Inc | 44 | $276 | 0.00% |
Sold out (7)
Institutions that held Franklin Ltd Duration Income Trust at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Clough Capital Partners L P | 246,900 | $1.54M |
| Cetera Advisor Networks LLC | 30,079 | $187.1K |
| Elequin Capital LP | 28,711 | $178.6K |
| Nomura Holdings Inc | 23,812 | $148.1K |
| AE Wealth Management LLC | 21,819 | $136.6K |
| CTC Alternative Strategies, Ltd. | 10,512 | $65.4K |
| Csenge Advisory Group | 10,309 | $64.1K |
Not filed for Q1 2024 yet (1)
Institutions that held Franklin Ltd Duration Income Trust at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Wall Capital Group, Inc. | 11,176 | $69.5K |