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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 44 | $284 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 50 | $313 | 0.00% | −50−50.0% | Reduced |
| Farther Finance Advisors, LLC | 219 | $1.41K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 242 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 677 | $4.37K | 0.00% | +677 | New |
| Comerica Bank | 985 | $6.36K | 0.00% | +107+12.2% | Added |
| AdvisorNet Financial, Inc | 1,372 | $8.86K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,965 | $12.7K | 0.00% | +1,000+103.6% | Added |
| WPG Advisers, LLC | 2,626 | $17.0K | 0.02% | +833+46.5% | Added |
| Caldwell Trust Co | 2,800 | $18.1K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 6,993 | $45.2K | 0.00% | +69+1.0% | Added |
| Anfield Capital Management, LLC | 8,586 | $55.5K | 0.02% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 9,381 | $61.0K | 0.00% | −289,610−96.9% | 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 |
| BlackDiamond Wealth Management Inc. | 10,492 | $67.1K | 0.05% | −119−1.1% | Reduced |
| 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 |
| Park Avenue Securities LLC | 10,798 | $70.0K | 0.00% | +10,798 | New |
| Principal Securities, Inc. | 11,181 | $74.1K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 11,991 | $77.5K | 0.01% | +11,991 | New |
| Geneos Wealth Management Inc. | 12,666 | $81.8K | 0.00% | +11,391+893.4% | Added |
| NWF Advisory Services Inc. | 13,000 | $84.0K | 0.01% | +13,000 | New |
| Stifel Financial Corp | 13,015 | $84.1K | 0.00% | +264+2.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,050 | $84.3K | 0.00% | −7,777−37.3% | Reduced |
| MML Investors Services, LLC | 13,288 | $86.0K | 0.00% | −5,208−28.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,490 | $94.0K | 0.00% | −800−5.2% | Reduced |
| ELCO Management Co., LLC | 14,700 | $95.0K | 0.05% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 14,733 | $95.2K | 0.04% | −751−4.9% | Reduced |
| Capital Investment Advisors, LLC | 15,360 | $99.2K | 0.00% | −1,150−7.0% | Reduced |
| Mariner, LLC | 16,354 | $105.6K | 0.00% | +4,868+42.4% | Added |
| Merit Financial Group, LLC | 18,231 | $117.8K | 0.00% | +18,231 | New |
| Janney Montgomery Scott LLC | 18,949 | $122.0K | 0.00% | −6,435−25.4% | Reduced |
| Accredited Investor Services, LLC | 21,243 | $137.2K | 0.11% | +21,243 | New |
| RSM US Wealth Management LLC | 22,402 | $144.7K | 0.00% | +4,420+24.6% | Added |
| Warren Averett Asset Management, LLC | 22,948 | $148.2K | 0.00% | −5,773−20.1% | Reduced |
| Apollon Wealth Management, LLC | 23,075 | $149.1K | 0.00% | 00.0% | Unchanged |
| Yakira Capital Management, Inc. | 23,203 | $149.9K | 0.06% | −49,701−68.2% | Reduced |
| Alteri Wealth LLC | 23,835 | $154.0K | 0.07% | +600+2.6% | Added |
| Sowell Financial Services LLC | 24,613 | $159.0K | 0.01% | +24,613 | New |
| Susquehanna International Group, LLP | 27,137 | $175.3K | 0.00% | +6,442+31.1% | Added |
| Oppenheimer & Co Inc | 29,371 | $189.7K | 0.00% | +1,110+3.9% | Added |
| BlackRock, Inc. | 30,044 | $194.1K | 0.00% | +30,044 | New |
| City of London Investment Management Co Ltd | 32,803 | $211.9K | 0.02% | −22,500−40.7% | Reduced |
| Moors & Cabot, Inc. | 33,000 | $213.2K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 33,758 | $218.1K | 0.02% | +477+1.4% | Added |
| SeaCrest Wealth Management, LLC | 34,365 | $222.0K | 0.03% | −13,506−28.2% | Reduced |
| Brown Advisory Inc | 35,100 | $226.7K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 35,389 | $228.6K | 0.00% | −1,412−3.8% | Reduced |
| CoreCap Advisors, LLC | 35,747 | $230.9K | 0.01% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 55,707 | $359.9K | 0.18% | +259+0.5% | Added |
| Integrity Alliance, LLC. | 65,554 | $423.5K | 0.02% | +65,554 | New |
| Royal Bank of Canada | 69,079 | $446.0K | 0.00% | +3,959+6.1% | Added |
| Envestnet Asset Management Inc | 72,822 | $470.4K | 0.00% | +56,612+349.2% | Added |
| Cetera Investment Advisers | 75,404 | $487.1K | 0.00% | +28,657+61.3% | Added |
| UBS Group AG | 75,478 | $487.6K | 0.00% | −46,797−38.3% | Reduced |
| Koshinski Asset Management, Inc. | 79,874 | $516.0K | 0.04% | −1,457−1.8% | Reduced |
| 1607 Capital Partners, LLC | 86,338 | $557.7K | 0.04% | −106,100−55.1% | Reduced |
| Encompass More Asset Management | 88,376 | $570.9K | 0.17% | −1,457−1.6% | Reduced |
| Baird Financial Group, Inc. | 90,093 | $582.0K | 0.00% | +322+0.4% | Added |
| Private Advisor Group, LLC | 93,790 | $605.9K | 0.00% | +568+0.6% | Added |
| Readystate Asset Management LP | 107,337 | $693.4K | 0.03% | +107,337 | New |
| GWM Advisors LLC | 118,879 | $768.0K | 0.00% | −5,875−4.7% | Reduced |
| Financial Partners Group, Inc | 130,375 | $842.2K | 0.13% | +11,775+9.9% | Added |
| Raymond James Financial Inc | 130,860 | $845.4K | 0.00% | −1,944−1.5% | Reduced |
| Bank of America Corp | 158,026 | $1.02M | 0.00% | +5,245+3.4% | Added |
| Kestra Advisory Services, LLC | 170,134 | $1.10M | 0.01% | +5,747+3.5% | Added |
| Rareview Capital LLC | 186,066 | $1.20M | 0.76% | −6,038−3.1% | Reduced |
| Advisor Group Holdings, Inc. | 233,447 | $1.51M | 0.00% | +35,370+17.9% | Added |
| GraniteShares Advisors LLC | 398,047 | $2.57M | 1.64% | +24,120+6.5% | Added |
| Allspring Global Investments Holdings, LLC | 456,578 | $2.95M | 0.01% | −70,245−13.3% | Reduced |
| Shaker Financial Services, LLC | 548,672 | $3.54M | 1.38% | +106,799+24.2% | Added |
| Wells Fargo & Company | 769,954 | $4.97M | 0.00% | +48,866+6.8% | Added |
| Invesco Ltd. | 791,698 | $5.11M | 0.00% | −40,453−4.9% | Reduced |
| Advisors Asset Management, Inc. | 834,723 | $5.39M | 0.10% | +303,545+57.1% | Added |
| Pathstone Holdings, LLC | 863,888 | $5.57M | 0.02% | −833,035−49.1% | Reduced |
| Guggenheim Capital LLC | 923,230 | $5.96M | 0.06% | +118,720+14.8% | Added |
| Penserra Capital Management LLC | 1,075,486 | $6.95M | 0.12% | −118,907−10.0% | Reduced |
| LPL Financial LLC | 1,584,157 | $10.2M | 0.00% | +709,710+81.2% | Added |
| Morgan Stanley | 2,889,999 | $18.7M | 0.00% | +530,621+22.5% | Added |
| 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 |