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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 44 | $280 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 99 | $630 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 219 | $1.40K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 242 | $2.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 340 | $2.16K | 0.00% | +340 | New |
| Highline Wealth Partners LLC | 580 | $3.69K | 0.00% | +580 | New |
| Hilltop National Bank | 1,325 | $8.44K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,372 | $8.74K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,593 | $10.1K | 0.00% | +1,593 | New |
| Comerica Bank | 1,819 | $11.6K | 0.00% | +15+0.8% | Added |
| Steward Partners Investment Advisory, LLC | 1,965 | $12.5K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 2,050 | $13.1K | 0.01% | +79+4.0% | Added |
| BlackRock, Inc. | 2,470 | $15.7K | 0.00% | −32,514−92.9% | Reduced |
| Caldwell Trust Co | 2,800 | $17.8K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 5,000 | $31.9K | 0.00% | +5,000 | New |
| CIBC Private Wealth Group, LLC | 5,016 | $32.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 7,141 | $45.6K | 0.00% | +75+1.1% | Added |
| Gridiron Partners, LLC | 88,981 | $47.8K | 0.03% | +88,981 | New |
| Anfield Capital Management, LLC | 8,586 | $54.7K | 0.02% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 9,381 | $60.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Commonwealth Equity Services, LLC | 10,507 | $67.0K | 0.00% | −184−1.7% | Reduced |
| 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 |
| Wedbush Securities Inc | 10,614 | $68.0K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 10,952 | $70.0K | 0.00% | +724+7.1% | Added |
| Wolverine Asset Management LLC | 11,182 | $71.2K | 0.00% | +2,420+27.6% | Added |
| ELCO Management Co., LLC | 11,200 | $71.3K | 0.04% | −1,000−8.2% | Reduced |
| D.A. Davidson & Co. | 11,275 | $71.8K | 0.00% | −4,000−26.2% | Reduced |
| Principal Securities, Inc. | 12,031 | $76.6K | 0.00% | +850+7.6% | Added |
| NWF Advisory Services Inc. | 13,000 | $82.8K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 13,536 | $86.2K | 0.00% | −1,194−8.1% | Reduced |
| MML Investors Services, LLC | 13,568 | $86.4K | 0.00% | −10−0.1% | Reduced |
| Barrett & Company, Inc. | 14,734 | $93.9K | 0.03% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 15,105 | $96.0K | 0.00% | −3,844−20.3% | Reduced |
| 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 |
| Mariner, LLC | 16,411 | $104.5K | 0.00% | +581+3.7% | Added |
| Merit Financial Group, LLC | 20,039 | $127.6K | 0.00% | +288+1.5% | Added |
| Warren Averett Asset Management, LLC | 20,595 | $131.2K | 0.00% | −1,440−6.5% | Reduced |
| Accredited Investor Services, LLC | 20,663 | $131.6K | 0.09% | −271−1.3% | Reduced |
| Moors & Cabot, Inc. | 21,500 | $137.0K | 0.01% | +2,500+13.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 22,839 | $145.0K | 0.00% | −3,213−12.3% | Reduced |
| Millennium Management LLC | 23,000 | $146.5K | 0.00% | +23,000 | New |
| RSM US Wealth Management LLC | 23,460 | $149.4K | 0.00% | +1,233+5.5% | Added |
| Sowell Financial Services LLC | 23,673 | $150.8K | 0.01% | −940−3.8% | Reduced |
| Alteri Wealth LLC | 23,835 | $151.8K | 0.05% | 00.0% | Unchanged |
| Stifel Financial Corp | 24,520 | $156.2K | 0.00% | +11,492+88.2% | Added |
| Kingsview Wealth Management, LLC | 29,648 | $188.9K | 0.00% | +2,736+10.2% | Added |
| Integrity Alliance, LLC. | 30,753 | $195.9K | 0.01% | +30,753 | New |
| Pin Oak Investment Advisors Inc | 31,000 | $197.5K | 0.14% | +31,000 | New |
| CoreCap Advisors, LLC | 33,247 | $211.8K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 33,502 | $213.4K | 0.00% | +3,635+12.2% | Added |
| SeaCrest Wealth Management, LLC | 34,143 | $218.5K | 0.02% | +440+1.3% | Added |
| Jane Street Group, LLC | 41,181 | $262.3K | 0.00% | +41,181 | New |
| Apollon Wealth Management, LLC | 47,729 | $304.0K | 0.01% | +7,375+18.3% | Added |
| Brown Advisory Inc | 53,947 | $343.6K | 0.00% | +18,847+53.7% | Added |
| Raymond James Financial Inc | 57,514 | $366.4K | 0.00% | −1,997−3.4% | Reduced |
| UBS Group AG | 58,922 | $375.3K | 0.00% | −3,494−5.6% | Reduced |
| Powell Investment Advisors, LLC | 59,383 | $378.3K | 0.13% | +3,401+6.1% | Added |
| City of London Investment Management Co Ltd | 59,915 | $381.7K | 0.03% | +27,112+82.7% | Added |
| Royal Bank of Canada | 63,983 | $408.0K | 0.00% | −3,133−4.7% | Reduced |
| Envestnet Asset Management Inc | 67,312 | $428.8K | 0.00% | −10,043−13.0% | Reduced |
| Koshinski Asset Management, Inc. | 77,892 | $496.2K | 0.03% | −2,028−2.5% | Reduced |
| Private Advisor Group, LLC | 84,464 | $538.0K | 0.00% | −390−0.5% | Reduced |
| Encompass More Asset Management | 91,329 | $581.8K | 0.11% | +880+1.0% | Added |
| Baird Financial Group, Inc. | 92,337 | $588.2K | 0.00% | +663+0.7% | Added |
| Readystate Asset Management LP | 92,491 | $589.2K | 0.03% | −13,146−12.4% | Reduced |
| Financial Partners Group, Inc | 102,023 | $649.9K | 0.08% | −18,117−15.1% | Reduced |
| GWM Advisors LLC | 113,429 | $722.5K | 0.00% | −2,050−1.8% | Reduced |
| Creative Financial Designs Inc | 138,003 | $879.1K | 0.06% | +81,595+144.7% | Added |
| Cetera Investment Advisers | 162,636 | $1.04M | 0.00% | +52,494+47.7% | Added |
| Kestra Advisory Services, LLC | 181,849 | $1.16M | 0.01% | +9,305+5.4% | Added |
| Bank of America Corp | 186,485 | $1.19M | 0.00% | +13,638+7.9% | Added |
| Rareview Capital LLC | 190,486 | $1.22M | 0.75% | +21,745+12.9% | Added |
| Advisor Group Holdings, Inc. | 235,822 | $1.50M | 0.00% | +11,103+4.9% | Added |
| GraniteShares Advisors LLC | 465,583 | $2.97M | 1.72% | +41,004+9.7% | Added |
| Allspring Global Investments Holdings, LLC | 471,936 | $3.01M | 0.00% | +15,358+3.4% | Added |
| Penserra Capital Management LLC | 657,957 | $4.19M | 0.05% | −450,270−40.6% | Reduced |
| Shaker Financial Services, LLC | 693,377 | $4.42M | 1.51% | +21,224+3.2% | Added |
| Invesco Ltd. | 769,091 | $4.90M | 0.00% | −52,827−6.4% | Reduced |
| Wells Fargo & Company | 790,625 | $5.04M | 0.00% | +4,955+0.6% | Added |
| Guggenheim Capital LLC | 828,893 | $5.28M | 0.04% | −67,089−7.5% | Reduced |
| Advisors Asset Management, Inc. | 1,070,382 | $6.82M | 0.12% | +27,423+2.6% | Added |
| LPL Financial LLC | 1,517,501 | $9.67M | 0.00% | −26,261−1.7% | Reduced |
| Morgan Stanley | 3,005,108 | $19.1M | 0.00% | +84,498+2.9% | Added |
| 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 |