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 2025 vs. Q4 2024
How the institutions holding Franklin Ltd Duration Income Trust changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Of which not filed for Q1 2025 | Q1 2025 | Change |
|---|---|---|---|---|
| Holders | 81 | 3 | 80 | +2 |
| Shares | 13.7M | 12.1K | 14.0M | +296.0K (+2.2%) |
| Value | $91.0M | $80.5K | $90.5M | −$443.4K (−0.5%) |
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (10)
Institutions that held Franklin Ltd Duration Income Trust at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Readystate Asset Management LP | 107,337 | $693.4K | 0.03% |
| Integrity Alliance, LLC. | 65,554 | $423.5K | 0.02% |
| BlackRock, Inc. | 30,044 | $194.1K | 0.00% |
| Sowell Financial Services LLC | 24,613 | $159.0K | 0.01% |
| Accredited Investor Services, LLC | 21,243 | $137.2K | 0.11% |
| Merit Financial Group, LLC | 18,231 | $117.8K | 0.00% |
| NWF Advisory Services Inc. | 13,000 | $84.0K | 0.01% |
| Elequin Capital LP | 11,991 | $77.5K | 0.01% |
| Park Avenue Securities LLC | 10,798 | $70.0K | 0.00% |
| Coldstream Capital Management Inc | 677 | $4.37K | 0.00% |
Sold out (8)
Institutions that held Franklin Ltd Duration Income Trust at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Thomas J. Herzfeld Advisors, Inc. | 270,295 | $1.79M |
| Stratos Wealth Partners, LTD. | 80,773 | $535.5K |
| Virtu Financial LLC | 13,081 | $87.0K |
| Landscape Capital Management, L.L.C. | 12,829 | $85.1K |
| Citadel Advisors LLC | 12,820 | $85.0K |
| Synergy Financial Management, LLC | 1,600 | $10.7K |
| Ransom Advisory, Ltd | 1,500 | $9.95K |
| Jones Financial Companies LLLP | 458 | $3.04K |
Not filed for Q1 2025 yet (3)
Institutions that held Franklin Ltd Duration Income Trust at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Oliver Lagore Vanvalin Investment Group | 10,819 | $71.7K |
| Hilltop National Bank | 1,325 | $8.79K |
| RE Dickinson Investment Advisors, LLC | 2 | $0 |