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, Q2 2025
Institutional positions in Franklin Ltd Duration Income Trust as of Jun 30, 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
- 85
- +5 vs. Q1 2025
- Shares held
- 13.7M
- −345.2K (−2.5%) vs. Q1 2025
- Total value
- $87.7M
- −$2.77M (−3.1%) vs. Q1 2025
- New holders
- 11
- 28 more added
- Sold out
- 6
- 26 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Franklin Ltd Duration Income Trust; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Assetmark, Inc | 44 | $282 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 99 | $636 | 0.00% | +99 | New |
| JPMorgan Chase & Co | 100 | $642 | 0.00% | +100 | New |
| Farther Finance Advisors, LLC | 219 | $1.41K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 242 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 509 | $3.27K | 0.00% | +509 | New |
| Hilltop National Bank | 1,325 | $8.51K | 0.00% | +1,325 | New |
| AdvisorNet Financial, Inc | 1,372 | $8.81K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,804 | $11.6K | 0.00% | +819+83.1% | Added |
| Steward Partners Investment Advisory, LLC | 1,965 | $12.6K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,971 | $12.7K | 0.01% | −655−24.9% | Reduced |
| Caldwell Trust Co | 2,800 | $18.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 5,016 | $32.2K | 0.00% | +5,016 | New |
| Sound Income Strategies, LLC | 7,066 | $45.4K | 0.00% | +73+1.0% | Added |
| Anfield Capital Management, LLC | 8,586 | $55.1K | 0.02% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 8,762 | $56.3K | 0.00% | +8,762 | New |
| Sit Investment Associates Inc | 9,381 | $60.0K | 0.00% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 10,000 | $64.2K | 0.01% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 10,000 | $64.2K | 0.02% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 10,228 | $66.0K | 0.00% | −570−5.3% | Reduced |
| Wedbush Securities Inc | 10,614 | $68.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 10,691 | $69.0K | 0.00% | +66+0.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 10,819 | $69.9K | 0.03% | +10,819 | New |
| Principal Securities, Inc. | 11,181 | $71.8K | 0.00% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 12,200 | $78.3K | 0.04% | −2,500−17.0% | Reduced |
| Geneos Wealth Management Inc. | 12,459 | $80.0K | 0.00% | −207−1.6% | Reduced |
| NWF Advisory Services Inc. | 13,000 | $83.5K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 13,028 | $83.6K | 0.00% | +13+0.1% | Added |
| MML Investors Services, LLC | 13,578 | $87.0K | 0.00% | +290+2.2% | Added |
| Capital Investment Advisors, LLC | 14,730 | $94.6K | 0.00% | −630−4.1% | Reduced |
| Barrett & Company, Inc. | 14,734 | $94.6K | 0.04% | +10.0% | Added |
| D.A. Davidson & Co. | 15,275 | $98.1K | 0.00% | +15,275 | New |
| Susquehanna International Group, LLP | 15,326 | $98.4K | 0.00% | −11,811−43.5% | Reduced |
| Mariner, LLC | 15,830 | $101.6K | 0.00% | −524−3.2% | Reduced |
| Virtu Financial LLC | 16,477 | $106.0K | 0.01% | +16,477 | New |
| Elequin Capital LP | 16,824 | $108.0K | 0.01% | +4,833+40.3% | Added |
| Moors & Cabot, Inc. | 19,000 | $122.0K | 0.01% | −14,000−42.4% | Reduced |
| Janney Montgomery Scott LLC | 18,949 | $122.0K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 19,751 | $126.8K | 0.00% | +1,520+8.3% | Added |
| Accredited Investor Services, LLC | 20,934 | $134.4K | 0.10% | −309−1.5% | Reduced |
| Warren Averett Asset Management, LLC | 22,035 | $141.5K | 0.00% | −913−4.0% | Reduced |
| RSM US Wealth Management LLC | 22,227 | $142.7K | 0.00% | −175−0.8% | Reduced |
| Yakira Capital Management, Inc. | 23,203 | $149.0K | 0.05% | 00.0% | Unchanged |
| Alteri Wealth LLC | 23,835 | $153.0K | 0.06% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 24,613 | $158.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 26,052 | $167.0K | 0.00% | +11,562+79.8% | Added |
| Kingsview Wealth Management, LLC | 26,912 | $172.8K | 0.00% | +26,912 | New |
| Wetherby Asset Management Inc | 29,743 | $191.0K | 0.01% | +29,743 | New |
| Oppenheimer & Co Inc | 29,867 | $191.7K | 0.00% | +496+1.7% | Added |
| Avantax Advisory Services, Inc. | 32,625 | $209.5K | 0.00% | −2,764−7.8% | Reduced |
| City of London Investment Management Co Ltd | 32,803 | $210.6K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 33,247 | $213.4K | 0.01% | −2,500−7.0% | Reduced |
| SeaCrest Wealth Management, LLC | 33,703 | $216.4K | 0.02% | −662−1.9% | Reduced |
| BlackRock, Inc. | 34,984 | $224.6K | 0.00% | +4,940+16.4% | Added |
| Brown Advisory Inc | 35,100 | $225.3K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 40,354 | $259.1K | 0.01% | +17,279+74.9% | Added |
| Powell Investment Advisors, LLC | 55,982 | $359.4K | 0.13% | +275+0.5% | Added |
| Creative Financial Designs Inc | 56,408 | $362.1K | 0.03% | +22,650+67.1% | Added |
| Raymond James Financial Inc | 59,511 | $382.1K | 0.00% | −71,349−54.5% | Reduced |
| UBS Group AG | 62,416 | $400.7K | 0.00% | −13,062−17.3% | Reduced |
| Royal Bank of Canada | 67,116 | $431.0K | 0.00% | −1,963−2.8% | Reduced |
| Envestnet Asset Management Inc | 77,355 | $496.6K | 0.00% | +4,533+6.2% | Added |
| Koshinski Asset Management, Inc. | 79,920 | $513.1K | 0.04% | +46+0.1% | Added |
| Private Advisor Group, LLC | 84,854 | $544.8K | 0.00% | −8,936−9.5% | Reduced |
| Encompass More Asset Management | 90,449 | $580.7K | 0.14% | +2,073+2.3% | Added |
| Baird Financial Group, Inc. | 91,674 | $588.5K | 0.00% | +1,581+1.8% | Added |
| Readystate Asset Management LP | 105,637 | $678.2K | 0.03% | −1,700−1.6% | Reduced |
| Cetera Investment Advisers | 110,142 | $707.1K | 0.00% | +34,738+46.1% | Added |
| GWM Advisors LLC | 115,479 | $741.4K | 0.00% | −3,400−2.9% | Reduced |
| Financial Partners Group, Inc | 120,140 | $771.3K | 0.11% | −10,235−7.9% | Reduced |
| Rareview Capital LLC | 168,741 | $1.08M | 0.68% | −17,325−9.3% | Reduced |
| Kestra Advisory Services, LLC | 172,544 | $1.11M | 0.01% | +2,410+1.4% | Added |
| Bank of America Corp | 172,847 | $1.11M | 0.00% | +14,821+9.4% | Added |
| Advisor Group Holdings, Inc. | 224,719 | $1.44M | 0.00% | −8,728−3.7% | Reduced |
| Pathstone Holdings, LLC | 229,834 | $1.48M | 0.01% | −634,054−73.4% | Reduced |
| GraniteShares Advisors LLC | 424,579 | $2.73M | 1.68% | +26,532+6.7% | Added |
| Allspring Global Investments Holdings, LLC | 456,578 | $2.93M | 0.00% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 672,153 | $4.32M | 1.56% | +123,481+22.5% | Added |
| Wells Fargo & Company | 785,670 | $5.04M | 0.00% | +15,716+2.0% | Added |
| Invesco Ltd. | 821,918 | $5.28M | 0.00% | +30,220+3.8% | Added |
| Guggenheim Capital LLC | 895,982 | $5.75M | 0.05% | −27,248−3.0% | Reduced |
| Advisors Asset Management, Inc. | 1,042,959 | $6.70M | 0.12% | +208,236+24.9% | Added |
| Penserra Capital Management LLC | 1,108,227 | $7.11M | 0.10% | +32,741+3.0% | Added |
| LPL Financial LLC | 1,543,762 | $9.91M | 0.00% | −40,395−2.5% | Reduced |
| Morgan Stanley | 2,920,610 | $18.8M | 0.00% | +30,611+1.1% | Added |
| 1607 Capital Partners, LLC | 0 | $0 | 0.00% | −86,338−100.0% | Sold out |
| Integrity Alliance, LLC. | 0 | $0 | 0.00% | −65,554−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −13,050−100.0% | Sold out |
| BlackDiamond Wealth Management Inc. | 0 | $0 | 0.00% | −10,492−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −677−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −50−100.0% | Sold out |