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 2025
Institutional positions in Franklin Ltd Duration Income Trust as of Mar 31, 2025. 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
- 80
- +2 vs. Q4 2024
- Shares held
- 14.0M
- +296.0K (+2.2%) vs. Q4 2024
- Total value
- $90.5M
- −$443.4K (−0.5%) vs. Q4 2024
- New holders
- 10
- 30 more added
- Sold out
- 8
- 25 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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 2025
Shares, value and share of portfolio for each institution holding Franklin Ltd Duration Income Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,889,999 | $18.7M | 0.00% | +530,621+22.5% | Added |
| LPL Financial LLC | 1,584,157 | $10.2M | 0.00% | +709,710+81.2% | Added |
| Penserra Capital Management LLC | 1,075,486 | $6.95M | 0.12% | −118,907−10.0% | Reduced |
| Guggenheim Capital LLC | 923,230 | $5.96M | 0.06% | +118,720+14.8% | Added |
| Pathstone Holdings, LLC | 863,888 | $5.57M | 0.02% | −833,035−49.1% | Reduced |
| Advisors Asset Management, Inc. | 834,723 | $5.39M | 0.10% | +303,545+57.1% | Added |
| Invesco Ltd. | 791,698 | $5.11M | 0.00% | −40,453−4.9% | Reduced |
| Wells Fargo & Company | 769,954 | $4.97M | 0.00% | +48,866+6.8% | Added |
| Shaker Financial Services, LLC | 548,672 | $3.54M | 1.38% | +106,799+24.2% | Added |
| Allspring Global Investments Holdings, LLC | 456,578 | $2.95M | 0.01% | −70,245−13.3% | Reduced |
| GraniteShares Advisors LLC | 398,047 | $2.57M | 1.64% | +24,120+6.5% | Added |
| Advisor Group Holdings, Inc. | 233,447 | $1.51M | 0.00% | +35,370+17.9% | Added |
| Rareview Capital LLC | 186,066 | $1.20M | 0.76% | −6,038−3.1% | Reduced |
| Kestra Advisory Services, LLC | 170,134 | $1.10M | 0.01% | +5,747+3.5% | Added |
| Bank of America Corp | 158,026 | $1.02M | 0.00% | +5,245+3.4% | Added |
| Raymond James Financial Inc | 130,860 | $845.4K | 0.00% | −1,944−1.5% | Reduced |
| Financial Partners Group, Inc | 130,375 | $842.2K | 0.13% | +11,775+9.9% | Added |
| GWM Advisors LLC | 118,879 | $768.0K | 0.00% | −5,875−4.7% | Reduced |
| Readystate Asset Management LP | 107,337 | $693.4K | 0.03% | +107,337 | New |
| Private Advisor Group, LLC | 93,790 | $605.9K | 0.00% | +568+0.6% | Added |
| Baird Financial Group, Inc. | 90,093 | $582.0K | 0.00% | +322+0.4% | Added |
| Encompass More Asset Management | 88,376 | $570.9K | 0.17% | −1,457−1.6% | Reduced |
| 1607 Capital Partners, LLC | 86,338 | $557.7K | 0.04% | −106,100−55.1% | Reduced |
| Koshinski Asset Management, Inc. | 79,874 | $516.0K | 0.04% | −1,457−1.8% | Reduced |
| UBS Group AG | 75,478 | $487.6K | 0.00% | −46,797−38.3% | Reduced |
| Cetera Investment Advisers | 75,404 | $487.1K | 0.00% | +28,657+61.3% | Added |
| Envestnet Asset Management Inc | 72,822 | $470.4K | 0.00% | +56,612+349.2% | Added |
| Royal Bank of Canada | 69,079 | $446.0K | 0.00% | +3,959+6.1% | Added |
| Integrity Alliance, LLC. | 65,554 | $423.5K | 0.02% | +65,554 | New |
| Powell Investment Advisors, LLC | 55,707 | $359.9K | 0.18% | +259+0.5% | Added |
| CoreCap Advisors, LLC | 35,747 | $230.9K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 35,389 | $228.6K | 0.00% | −1,412−3.8% | Reduced |
| Brown Advisory Inc | 35,100 | $226.7K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 34,365 | $222.0K | 0.03% | −13,506−28.2% | Reduced |
| Creative Financial Designs Inc | 33,758 | $218.1K | 0.02% | +477+1.4% | Added |
| Moors & Cabot, Inc. | 33,000 | $213.2K | 0.01% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 32,803 | $211.9K | 0.02% | −22,500−40.7% | Reduced |
| BlackRock, Inc. | 30,044 | $194.1K | 0.00% | +30,044 | New |
| Oppenheimer & Co Inc | 29,371 | $189.7K | 0.00% | +1,110+3.9% | Added |
| Susquehanna International Group, LLP | 27,137 | $175.3K | 0.00% | +6,442+31.1% | Added |
| Sowell Financial Services LLC | 24,613 | $159.0K | 0.01% | +24,613 | New |
| Alteri Wealth LLC | 23,835 | $154.0K | 0.07% | +600+2.6% | Added |
| Yakira Capital Management, Inc. | 23,203 | $149.9K | 0.06% | −49,701−68.2% | Reduced |
| Apollon Wealth Management, LLC | 23,075 | $149.1K | 0.00% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 22,948 | $148.2K | 0.00% | −5,773−20.1% | Reduced |
| RSM US Wealth Management LLC | 22,402 | $144.7K | 0.00% | +4,420+24.6% | Added |
| Accredited Investor Services, LLC | 21,243 | $137.2K | 0.11% | +21,243 | New |
| Janney Montgomery Scott LLC | 18,949 | $122.0K | 0.00% | −6,435−25.4% | Reduced |
| Merit Financial Group, LLC | 18,231 | $117.8K | 0.00% | +18,231 | New |
| Mariner, LLC | 16,354 | $105.6K | 0.00% | +4,868+42.4% | Added |
| Capital Investment Advisors, LLC | 15,360 | $99.2K | 0.00% | −1,150−7.0% | Reduced |
| Barrett & Company, Inc. | 14,733 | $95.2K | 0.04% | −751−4.9% | Reduced |
| ELCO Management Co., LLC | 14,700 | $95.0K | 0.05% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 14,490 | $94.0K | 0.00% | −800−5.2% | Reduced |
| MML Investors Services, LLC | 13,288 | $86.0K | 0.00% | −5,208−28.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,050 | $84.3K | 0.00% | −7,777−37.3% | Reduced |
| Stifel Financial Corp | 13,015 | $84.1K | 0.00% | +264+2.1% | Added |
| NWF Advisory Services Inc. | 13,000 | $84.0K | 0.01% | +13,000 | New |
| Geneos Wealth Management Inc. | 12,666 | $81.8K | 0.00% | +11,391+893.4% | Added |
| Elequin Capital LP | 11,991 | $77.5K | 0.01% | +11,991 | New |
| Principal Securities, Inc. | 11,181 | $74.1K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 10,798 | $70.0K | 0.00% | +10,798 | New |
| Wedbush Securities Inc | 10,614 | $69.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 10,625 | $69.0K | 0.00% | +530+5.3% | Added |
| BlackDiamond Wealth Management Inc. | 10,492 | $67.1K | 0.05% | −119−1.1% | Reduced |
| Live Oak Private Wealth LLC | 10,000 | $64.6K | 0.01% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 10,000 | $64.6K | 0.03% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 9,381 | $61.0K | 0.00% | −289,610−96.9% | Reduced |
| Anfield Capital Management, LLC | 8,586 | $55.5K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 6,993 | $45.2K | 0.00% | +69+1.0% | Added |
| Caldwell Trust Co | 2,800 | $18.1K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 2,626 | $17.0K | 0.02% | +833+46.5% | Added |
| Steward Partners Investment Advisory, LLC | 1,965 | $12.7K | 0.00% | +1,000+103.6% | Added |
| AdvisorNet Financial, Inc | 1,372 | $8.86K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 985 | $6.36K | 0.00% | +107+12.2% | Added |
| Coldstream Capital Management Inc | 677 | $4.37K | 0.00% | +677 | New |
| CWM, LLC | 242 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 219 | $1.41K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 50 | $313 | 0.00% | −50−50.0% | Reduced |
| Assetmark, Inc | 44 | $284 | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −270,295−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −80,773−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −13,081−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −12,829−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −12,820−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Ransom Advisory, Ltd | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −458−100.0% | Sold out |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | Not filed |
| Hilltop National Bank | – | – | – | – | Not filed |
| RE Dickinson Investment Advisors, LLC | – | – | – | – | Not filed |