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.
Q2 2024 vs. Q1 2024
How the institutions holding Franklin Ltd Duration Income Trust changed between Q1 2024 and Q2 2024.
All holders in Q2 2024All holders in Q1 2024
| Measure | Q1 2024 | Of which not filed for Q2 2024 | Q2 2024 | Change |
|---|---|---|---|---|
| Holders | 80 | 1 | 79 | 0 |
| Shares | 14.0M | 5.40K | 13.3M | −693.2K (−5.0%) |
| Value | $87.7M | $33.9K | $84.3M | −$3.38M (−3.9%) |
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (7)
Institutions that held Franklin Ltd Duration Income Trust at the end of Q2 2024 but not at the end of Q1 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 798,761 | $5.06M | 0.01% |
| Advisors Asset Management, Inc. | 94,993 | $602.3K | 0.01% |
| Calamos Advisors LLC | 28,499 | $180.7K | 0.00% |
| RSM US Wealth Management LLC | 13,320 | $84.6K | 0.00% |
| Live Oak Private Wealth LLC | 10,000 | $63.4K | 0.01% |
| Camelot Portfolios, LLC | 2,000 | $12.7K | 0.01% |
| International Assets Investment Management, LLC | 1,652 | $10.5K | 0.00% |
Sold out (7)
Institutions that held Franklin Ltd Duration Income Trust at the end of Q1 2024 and filed for Q2 2024 without it.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| Brinker Capital Investments, LLC | 252,543 | $1.58M |
| Orion Portfolio Solutions, LLC | 252,543 | $1.58M |
| StoneX Group Inc. | 46,790 | $293.4K |
| JPMorgan Chase & Co | 7,224 | $45.3K |
| Blue Bell Private Wealth Management, LLC | 2,000 | $12.5K |
| Spire Wealth Management | 983 | $6.16K |
| Plante Moran Financial Advisors, LLC | 518 | $3.25K |
Not filed for Q2 2024 yet (1)
Institutions that held Franklin Ltd Duration Income Trust at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| Highlander Capital Management, LLC | 5,400 | $33.9K |