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 2025 vs. Q1 2025
How the institutions holding Franklin Ltd Duration Income Trust changed between Q1 2025 and Q2 2025.
All holders in Q2 2025All holders in Q1 2025
| Measure | Q1 2025 | Q2 2025 | Change |
|---|---|---|---|
| Holders | 80 | 85 | +5 |
| Shares | 14.0M | 13.7M | −345.2K (−2.5%) |
| Value | $90.5M | $87.7M | −$2.77M (−3.1%) |
New holders (11)
Institutions that held Franklin Ltd Duration Income Trust at the end of Q2 2025 but not at the end of Q1 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Wetherby Asset Management Inc | 29,743 | $191.0K | 0.01% |
| Kingsview Wealth Management, LLC | 26,912 | $172.8K | 0.00% |
| Virtu Financial LLC | 16,477 | $106.0K | 0.01% |
| D.A. Davidson & Co. | 15,275 | $98.1K | 0.00% |
| Oliver Lagore Vanvalin Investment Group | 10,819 | $69.9K | 0.03% |
| Wolverine Asset Management LLC | 8,762 | $56.3K | 0.00% |
| CIBC Private Wealth Group, LLC | 5,016 | $32.2K | 0.00% |
| Hilltop National Bank | 1,325 | $8.51K | 0.00% |
| Ameritas Advisory Services, LLC | 509 | $3.27K | 0.00% |
| JPMorgan Chase & Co | 100 | $642 | 0.00% |
| Huntington National Bank | 99 | $636 | 0.00% |
Sold out (6)
Institutions that held Franklin Ltd Duration Income Trust at the end of Q1 2025 and filed for Q2 2025 without it.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| 1607 Capital Partners, LLC | 86,338 | $557.7K |
| Integrity Alliance, LLC. | 65,554 | $423.5K |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,050 | $84.3K |
| BlackDiamond Wealth Management Inc. | 10,492 | $67.1K |
| Coldstream Capital Management Inc | 677 | $4.37K |
| Allworth Financial LP | 50 | $313 |