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 2024 vs. Q3 2024
How the institutions holding Franklin Ltd Duration Income Trust changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 78 | 3 | 81 | +6 |
| Shares | 13.0M | 167.8K | 13.7M | +910.5K (+7.1%) |
| Value | $86.6M | $1.12M | $91.0M | +$5.54M (+6.5%) |
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (16)
Institutions that held Franklin Ltd Duration Income Trust at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| GraniteShares Advisors LLC | 373,927 | $2.48M | 1.57% |
| Raymond James Financial Inc | 132,804 | $880.5K | 0.00% |
| Janney Montgomery Scott LLC | 25,384 | $168.0K | 0.00% |
| Alteri Wealth LLC | 23,235 | $154.0K | 0.04% |
| Apollon Wealth Management, LLC | 23,075 | $153.0K | 0.00% |
| Susquehanna International Group, LLP | 20,695 | $137.2K | 0.00% |
| Landscape Capital Management, L.L.C. | 12,829 | $85.1K | 0.01% |
| Citadel Advisors LLC | 12,820 | $85.0K | 0.00% |
| Mariner, LLC | 11,486 | $76.2K | 0.00% |
| Commonwealth Equity Services, LLC | 10,095 | $67.0K | 0.00% |
| Uniting Wealth Partners, LLC | 10,000 | $66.3K | 0.03% |
| Anfield Capital Management, LLC | 8,586 | $56.9K | 0.02% |
| WPG Advisers, LLC | 1,793 | $11.9K | 0.01% |
| Synergy Financial Management, LLC | 1,600 | $10.7K | 0.00% |
| Jones Financial Companies LLLP | 458 | $3.04K | 0.00% |
| RE Dickinson Investment Advisors, LLC | 2 | $0 | 0.00% |
Sold out (10)
Institutions that held Franklin Ltd Duration Income Trust at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Matisse Capital | 122,579 | $817.6K |
| CNH Partners LLC | 24,120 | $160.9K |
| Bessemer Group Inc | 23,000 | $153.0K |
| Jane Street Group, LLC | 19,501 | $130.1K |
| Stephens Inc | 12,625 | $84.2K |
| Detalus Advisors, LLC | 11,078 | $73.9K |
| Moloney Securities Asset Management, LLC | 10,403 | $69.4K |
| Covenant Partners, LLC | 10,270 | $68.5K |
| Uncommon Cents Investing LLC | 1,500 | $10.0K |
| FMR LLC | 1 | $7 |
Not filed for Q4 2024 yet (3)
Institutions that held Franklin Ltd Duration Income Trust at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Raymond James & Associates | 116,146 | $774.7K |
| 9258 Wealth Management, LLC | 26,622 | $177.6K |
| Raymond James Financial Services Advisors, Inc. | 25,021 | $166.9K |