Franklin Ltd Duration Income Trust
FTF- 交易所
- NYSE
- SEC CIK
- 0001233087
近 90 天，Franklin Ltd Duration Income Trust 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 88 家機構在 13F 申報持有，市值合計 $8,469 萬；沒有大師持有。
2022 年第 1 季 13F 持有人
Franklin Ltd Duration Income Trust 在 2022/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 72
- 較 2021 年第 4 季 +13 家
- 持有股數
- 1,193 萬
- 較 2021 年第 4 季 +807.3 萬 (+209.3%)
- 總市值
- $9,047 萬
- 較 2021 年第 4 季 +$5,531 萬 (+157.3%)
- 新進機構
- 22
- 另有 22 家加碼
- 清倉機構
- 9
- 另有 16 家減碼
另有 1 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 FTF 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 88 | $8,469 萬 |
| 2026 年第 1 季 | 87 | $8,569 萬 |
| 2025 年第 4 季 | 98 | $9,447 萬 |
| 2025 年第 3 季 | 87 | $8,437 萬 |
| 2025 年第 2 季 | 85 | $8,774 萬 |
| 2025 年第 1 季 | 80 | $9,051 萬 |
| 2024 年第 4 季 | 81 | $9,103 萬 |
| 2024 年第 3 季 | 78 | $8,661 萬 |
| 2024 年第 2 季 | 79 | $8,433 萬 |
| 2024 年第 1 季 | 80 | $8,774 萬 |
| 2023 年第 4 季 | 74 | $8,862 萬 |
| 2023 年第 3 季 | 78 | $8,407 萬 |
| 2023 年第 2 季 | 77 | $8,834 萬 |
| 2023 年第 1 季 | 82 | $8,135 萬 |
| 2022 年第 4 季 | 83 | $8,062 萬 |
| 2022 年第 3 季 | 72 | $7,957 萬 |
| 2022 年第 2 季 | 74 | $8,875 萬 |
| 2022 年第 1 季 | 72 | $9,047 萬 |
| 2021 年第 4 季 | 60 | $3,516 萬 |
| 2021 年第 3 季 | 56 | $3,998 萬 |
| 2021 年第 2 季 | 56 | $5,451 萬 |
| 2021 年第 1 季 | 58 | $7,923 萬 |
2022 年第 1 季持有機構
每家機構持有 Franklin Ltd Duration Income Trust 的股數、市值與佔組合比重；股數變化跟 2021 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 4,983,489 | $3,778 萬 | 1.02% | +4,791,424+2,494.7% | 加碼 |
| Cetera Investment Advisers | 1,082,668 | $820.7 萬 | 0.12% | +1,082,668 | 新進 |
| Advisor Group Holdings, Inc. | 653,904 | $495.6 萬 | 0.01% | +70,782+12.1% | 加碼 |
| Raymond James & Associates | 619,612 | $469.7 萬 | 0.00% | +303,438+96.0% | 加碼 |
| Invesco Ltd. | 525,499 | $398.3 萬 | 0.00% | +111,532+26.9% | 加碼 |
| Brinker Capital Investments, LLC | 456,069 | $345.7 萬 | 0.05% | +9,602+2.2% | 加碼 |
| Clough Capital Partners L P | 453,195 | $343.5 萬 | 0.26% | +453,195 | 新進 |
| Yakira Capital Management, Inc. | 299,123 | $226.7 萬 | 0.33% | +299,123 | 新進 |
| Koshinski Asset Management, Inc. | 199,120 | $150.9 萬 | 0.12% | +199,120 | 新進 |
| Goldman Sachs Group Inc | 187,495 | $142.1 萬 | 0.00% | +187,495 | 新進 |
| GWM Advisors LLC | 176,474 | $133.8 萬 | 0.02% | +4,400+2.6% | 加碼 |
| Guggenheim Capital LLC | 176,499 | $133.8 萬 | 0.01% | +52,132+41.9% | 加碼 |
| Parametric Portfolio Associates LLC | 169,697 | $128.6 萬 | 0.00% | +169,697 | 新進 |
| UBS Group AG | 168,973 | $128.1 萬 | 0.00% | +749+0.4% | 加碼 |
| Bulldog Investors, LLP | 163,739 | $124.1 萬 | 0.32% | +163,739 | 新進 |
| Morgan Stanley | 134,454 | $101.9 萬 | 0.00% | +34,978+35.2% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 113,572 | $86.1 萬 | 0.00% | −5,668−4.8% | 減碼 |
| Stratos Wealth Partners, LTD. | 93,107 | $70.6 萬 | 0.02% | +30,899+49.7% | 加碼 |
| Orion Portfolio Solutions, LLC | 86,381 | $65.5 萬 | 0.02% | −24,385−22.0% | 減碼 |
| Bank of America Corp | 86,246 | $65.4 萬 | 0.00% | +815+1.0% | 加碼 |
| Capital Wealth Alliance, LLC | 72,786 | $55.1 萬 | 0.33% | +5,807+8.7% | 加碼 |
| Landscape Capital Management, L.L.C. | 71,372 | $54.1 萬 | 0.07% | +71,372 | 新進 |
| Ford Financial Group, LLC | 65,731 | $49.8 萬 | 0.19% | −4,030−5.8% | 減碼 |
| Centaurus Financial, Inc. | 63,844 | $48.4 萬 | 0.04% | −245−0.4% | 減碼 |
| Mariner Investment Group LLC | 44,509 | $33.7 萬 | 0.43% | +44,509 | 新進 |
| CNH Partners LLC | 44,456 | $33.7 萬 | 0.01% | +44,456 | 新進 |
| SeaCrest Wealth Management, LLC | 43,933 | $33.3 萬 | 0.04% | +6,876+18.6% | 加碼 |
| LPL Financial LLC | 43,285 | $32.8 萬 | 0.00% | +1,561+3.7% | 加碼 |
| 9258 Wealth Management, LLC | 38,645 | $29.3 萬 | 0.07% | −3,977−9.3% | 減碼 |
| CoreCap Advisors, LLC | 32,350 | $24.5 萬 | 0.02% | +12,300+61.3% | 加碼 |
| Oppenheimer & Co Inc | 32,032 | $24.3 萬 | 0.00% | −4,094−11.3% | 減碼 |
| Lifeworks Advisors, LLC | 30,480 | $23.1 萬 | 0.15% | +30,480 | 新進 |
| San Luis Wealth Advisors LLC | 25,330 | $23.0 萬 | 0.11% | 00.0% | 不變 |
| ELCO Management Co., LLC | 29,000 | $22.0 萬 | 0.15% | +14,500+100.0% | 加碼 |
| Detalus Advisors, LLC | 26,963 | $20.4 萬 | 0.11% | +6,079+29.1% | 加碼 |
| Wolverine Asset Management LLC | 27,040 | $20.4 萬 | 0.00% | +27,040 | 新進 |
| Janney Montgomery Scott LLC | 26,427 | $20.0 萬 | 0.00% | −1,250−4.5% | 減碼 |
| AE Wealth Management LLC | 24,863 | $18.8 萬 | 0.00% | +5,477+28.3% | 加碼 |
| CSS LLC | 23,771 | $18.0 萬 | 0.01% | +23,771 | 新進 |
| Capital Investment Advisors, LLC | 23,255 | $17.6 萬 | 0.01% | 00.0% | 不變 |
| MML Investors Services, LLC | 21,649 | $16.4 萬 | 0.00% | −5,928−21.5% | 減碼 |
| Truist Financial Corp | 21,174 | $16.0 萬 | 0.00% | −198−0.9% | 減碼 |
| Creative Financial Designs Inc | 20,279 | $15.4 萬 | 0.02% | +6,829+50.8% | 加碼 |
| D.A. Davidson & Co. | 19,655 | $14.9 萬 | 0.00% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 19,576 | $14.8 萬 | 0.00% | −533−2.7% | 減碼 |
| Shaker Financial Services, LLC | 16,400 | $12.4 萬 | 0.05% | −61,465−78.9% | 減碼 |
| Brown Advisory Inc | 15,000 | $11.4 萬 | 0.00% | +15,000 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 14,525 | $11.0 萬 | 0.00% | −19,402−57.2% | 減碼 |
| Wells Fargo & Company | 13,700 | $10.4 萬 | 0.00% | −10.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 13,603 | $10.3 萬 | 0.00% | +6,938+104.1% | 加碼 |
| Rivernorth Capital Management, LLC | 13,017 | $9.90 萬 | 0.00% | +13,017 | 新進 |
| Kovack Advisors, Inc. | 13,131 | $9.90 萬 | 0.01% | +13,131 | 新進 |
| Stifel Financial Corp | 12,949 | $9.80 萬 | 0.00% | −531−3.9% | 減碼 |
| Smart Portfolios, LLC | 12,001 | $9.10 萬 | 0.14% | +12,001 | 新進 |
| Teamwork Financial Advisors, LLC | 11,544 | $8.80 萬 | 0.02% | −7,242−38.5% | 減碼 |
| Kestra Advisory Services, LLC | 10,992 | $8.30 萬 | 0.00% | +527+5.0% | 加碼 |
| Csenge Advisory Group | 10,560 | $8.00 萬 | 0.01% | +10,560 | 新進 |
| Private Advisor Group, LLC | 10,400 | $7.90 萬 | 0.00% | 00.0% | 不變 |
| Wedbush Securities Inc | 10,000 | $7.60 萬 | 0.00% | 00.0% | 不變 |
| Royal Bank of Canada | 9,150 | $6.90 萬 | 0.00% | −5,779−38.7% | 減碼 |
| Sound Income Strategies, LLC | 6,275 | $4.80 萬 | 0.01% | +65+1.0% | 加碼 |
| High Net Worth Advisory Group LLC | 5,872 | $4.50 萬 | 0.02% | 00.0% | 不變 |
| Caldwell Trust Co | 2,800 | $2.12 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 1,966 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 1,333 | $1.00 萬 | 0.00% | +1,333 | 新進 |
| Proequities, Inc. | 965 | $7,000 | 0.00% | 00.0% | 不變 |
| Money Concepts Capital Corp | 750 | $6,000 | 0.00% | +750 | 新進 |
| IFP Advisors, Inc | 273 | $5,000 | 0.00% | +273 | 新進 |
| Geneos Wealth Management Inc. | 630 | $4,000 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 450 | $3,000 | 0.00% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 300 | $2,000 | 0.00% | 00.0% | 不變 |
| FMR LLC | 1 | $0 | 0.00% | +1 | 新進 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −53,910−100.0% | 清倉 |
| StoneX Group Inc. | 0 | $0 | 0.00% | −18,645−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −14,000−100.0% | 清倉 |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −12,247−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | – | 清倉 |
| Geneva Partners, LLC | 0 | $0 | 0.00% | −10,992−100.0% | 清倉 |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −10,067−100.0% | 清倉 |
| FourThought Financial, LLC | 0 | $0 | 0.00% | −2,463−100.0% | 清倉 |
| Gradient Investments LLC | 0 | $0 | 0.00% | −252−100.0% | 清倉 |
| Harbour Investments, Inc. | – | – | – | – | 本季未申報 |