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, Q3 2025
Institutional positions in Franklin Ltd Duration Income Trust as of Sep 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
- 87
- +4 vs. Q2 2025
- Shares held
- 13.3M
- −299.3K (−2.2%) vs. Q2 2025
- Total value
- $84.4M
- −$3.09M (−3.5%) vs. Q2 2025
- New holders
- 13
- 32 more added
- Sold out
- 9
- 24 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Franklin Ltd Duration Income Trust; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 3,005,108 | $19.1M | 0.00% | +84,498+2.9% | Added |
| LPL Financial LLC | 1,517,501 | $9.67M | 0.00% | −26,261−1.7% | Reduced |
| Advisors Asset Management, Inc. | 1,070,382 | $6.82M | 0.12% | +27,423+2.6% | Added |
| Guggenheim Capital LLC | 828,893 | $5.28M | 0.04% | −67,089−7.5% | Reduced |
| Wells Fargo & Company | 790,625 | $5.04M | 0.00% | +4,955+0.6% | Added |
| Invesco Ltd. | 769,091 | $4.90M | 0.00% | −52,827−6.4% | Reduced |
| Shaker Financial Services, LLC | 693,377 | $4.42M | 1.51% | +21,224+3.2% | Added |
| Penserra Capital Management LLC | 657,957 | $4.19M | 0.05% | −450,270−40.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 471,936 | $3.01M | 0.00% | +15,358+3.4% | Added |
| GraniteShares Advisors LLC | 465,583 | $2.97M | 1.72% | +41,004+9.7% | Added |
| Advisor Group Holdings, Inc. | 235,822 | $1.50M | 0.00% | +11,103+4.9% | Added |
| Rareview Capital LLC | 190,486 | $1.22M | 0.75% | +21,745+12.9% | Added |
| Bank of America Corp | 186,485 | $1.19M | 0.00% | +13,638+7.9% | Added |
| Kestra Advisory Services, LLC | 181,849 | $1.16M | 0.01% | +9,305+5.4% | Added |
| Cetera Investment Advisers | 162,636 | $1.04M | 0.00% | +52,494+47.7% | Added |
| Creative Financial Designs Inc | 138,003 | $879.1K | 0.06% | +81,595+144.7% | Added |
| GWM Advisors LLC | 113,429 | $722.5K | 0.00% | −2,050−1.8% | Reduced |
| Financial Partners Group, Inc | 102,023 | $649.9K | 0.08% | −18,117−15.1% | Reduced |
| Readystate Asset Management LP | 92,491 | $589.2K | 0.03% | −13,146−12.4% | Reduced |
| Baird Financial Group, Inc. | 92,337 | $588.2K | 0.00% | +663+0.7% | Added |
| Encompass More Asset Management | 91,329 | $581.8K | 0.11% | +880+1.0% | Added |
| Private Advisor Group, LLC | 84,464 | $538.0K | 0.00% | −390−0.5% | Reduced |
| Koshinski Asset Management, Inc. | 77,892 | $496.2K | 0.03% | −2,028−2.5% | Reduced |
| Envestnet Asset Management Inc | 67,312 | $428.8K | 0.00% | −10,043−13.0% | Reduced |
| Royal Bank of Canada | 63,983 | $408.0K | 0.00% | −3,133−4.7% | Reduced |
| City of London Investment Management Co Ltd | 59,915 | $381.7K | 0.03% | +27,112+82.7% | Added |
| Powell Investment Advisors, LLC | 59,383 | $378.3K | 0.13% | +3,401+6.1% | Added |
| UBS Group AG | 58,922 | $375.3K | 0.00% | −3,494−5.6% | Reduced |
| Raymond James Financial Inc | 57,514 | $366.4K | 0.00% | −1,997−3.4% | Reduced |
| Brown Advisory Inc | 53,947 | $343.6K | 0.00% | +18,847+53.7% | Added |
| Apollon Wealth Management, LLC | 47,729 | $304.0K | 0.01% | +7,375+18.3% | Added |
| Jane Street Group, LLC | 41,181 | $262.3K | 0.00% | +41,181 | New |
| SeaCrest Wealth Management, LLC | 34,143 | $218.5K | 0.02% | +440+1.3% | Added |
| Oppenheimer & Co Inc | 33,502 | $213.4K | 0.00% | +3,635+12.2% | Added |
| CoreCap Advisors, LLC | 33,247 | $211.8K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 31,000 | $197.5K | 0.14% | +31,000 | New |
| Integrity Alliance, LLC. | 30,753 | $195.9K | 0.01% | +30,753 | New |
| Kingsview Wealth Management, LLC | 29,648 | $188.9K | 0.00% | +2,736+10.2% | Added |
| Stifel Financial Corp | 24,520 | $156.2K | 0.00% | +11,492+88.2% | Added |
| Alteri Wealth LLC | 23,835 | $151.8K | 0.05% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 23,673 | $150.8K | 0.01% | −940−3.8% | Reduced |
| RSM US Wealth Management LLC | 23,460 | $149.4K | 0.00% | +1,233+5.5% | Added |
| Millennium Management LLC | 23,000 | $146.5K | 0.00% | +23,000 | New |
| Cambridge Investment Research Advisors, Inc. | 22,839 | $145.0K | 0.00% | −3,213−12.3% | Reduced |
| Moors & Cabot, Inc. | 21,500 | $137.0K | 0.01% | +2,500+13.2% | Added |
| Accredited Investor Services, LLC | 20,663 | $131.6K | 0.09% | −271−1.3% | Reduced |
| Warren Averett Asset Management, LLC | 20,595 | $131.2K | 0.00% | −1,440−6.5% | Reduced |
| Merit Financial Group, LLC | 20,039 | $127.6K | 0.00% | +288+1.5% | Added |
| Mariner, LLC | 16,411 | $104.5K | 0.00% | +581+3.7% | Added |
| Mach-1 Financial Group, Inc. | 15,720 | $100.1K | 0.02% | +15,720 | New |
| Integrity Advisory Solutions, LLC | 15,720 | $100.1K | 0.02% | +15,720 | New |
| Janney Montgomery Scott LLC | 15,105 | $96.0K | 0.00% | −3,844−20.3% | Reduced |
| Barrett & Company, Inc. | 14,734 | $93.9K | 0.03% | 00.0% | Unchanged |
| MML Investors Services, LLC | 13,568 | $86.4K | 0.00% | −10−0.1% | Reduced |
| Capital Investment Advisors, LLC | 13,536 | $86.2K | 0.00% | −1,194−8.1% | Reduced |
| NWF Advisory Services Inc. | 13,000 | $82.8K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 12,031 | $76.6K | 0.00% | +850+7.6% | Added |
| D.A. Davidson & Co. | 11,275 | $71.8K | 0.00% | −4,000−26.2% | Reduced |
| ELCO Management Co., LLC | 11,200 | $71.3K | 0.04% | −1,000−8.2% | Reduced |
| Wolverine Asset Management LLC | 11,182 | $71.2K | 0.00% | +2,420+27.6% | Added |
| Park Avenue Securities LLC | 10,952 | $70.0K | 0.00% | +724+7.1% | Added |
| Wedbush Securities Inc | 10,614 | $68.0K | 0.00% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 10,525 | $67.0K | 0.01% | +10,525 | New |
| Kovack Advisors, Inc. | 10,525 | $67.0K | 0.01% | +10,525 | New |
| Commonwealth Equity Services, LLC | 10,507 | $67.0K | 0.00% | −184−1.7% | Reduced |
| Live Oak Private Wealth LLC | 10,000 | $63.7K | 0.01% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 10,000 | $63.7K | 0.02% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 9,381 | $60.0K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 8,586 | $54.7K | 0.02% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 88,981 | $47.8K | 0.03% | +88,981 | New |
| Sound Income Strategies, LLC | 7,141 | $45.6K | 0.00% | +75+1.1% | Added |
| CIBC Private Wealth Group, LLC | 5,016 | $32.0K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 5,000 | $31.9K | 0.00% | +5,000 | New |
| Caldwell Trust Co | 2,800 | $17.8K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 2,470 | $15.7K | 0.00% | −32,514−92.9% | Reduced |
| WPG Advisers, LLC | 2,050 | $13.1K | 0.01% | +79+4.0% | Added |
| Steward Partners Investment Advisory, LLC | 1,965 | $12.5K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,819 | $11.6K | 0.00% | +15+0.8% | Added |
| BNP Paribas Arbitrage, SA | 1,593 | $10.1K | 0.00% | +1,593 | New |
| AdvisorNet Financial, Inc | 1,372 | $8.74K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 1,325 | $8.44K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 580 | $3.69K | 0.00% | +580 | New |
| Jones Financial Companies LLLP | 340 | $2.16K | 0.00% | +340 | New |
| CWM, LLC | 242 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 219 | $1.40K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 99 | $630 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 44 | $280 | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −229,834−100.0% | Sold out |
| Wetherby Asset Management Inc | 0 | $0 | 0.00% | −29,743−100.0% | Sold out |
| Yakira Capital Management, Inc. | 0 | $0 | 0.00% | −23,203−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −16,824−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −16,477−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −15,326−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −12,459−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −509−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | Not filed |