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。
2026 年第 1 季 13F 持有人
Franklin Ltd Duration Income Trust 在 2026/3/31 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
- 87
- 較 2025 年第 4 季 −8 家
- 持有股數
- 1,470 萬
- 較 2025 年第 4 季 −63.5 萬 (−4.1%)
- 總市值
- $8,569 萬
- 較 2025 年第 4 季 −$867.5 萬 (−9.2%)
- 新進機構
- 7
- 另有 30 家加碼
- 清倉機構
- 15
- 另有 29 家減碼
另有 3 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 3,390,386 | $1,977 萬 | 0.00% | +172,275+5.4% | 加碼 |
| LPL Financial LLC | 1,554,890 | $906.5 萬 | 0.00% | +48,978+3.3% | 加碼 |
| Penserra Capital Management LLC | 1,101,494 | $642.1 萬 | 0.08% | +376,412+51.9% | 加碼 |
| Advisors Asset Management, Inc. | 1,049,656 | $611.9 萬 | 0.10% | −17,996−1.7% | 減碼 |
| Wells Fargo & Company | 747,468 | $435.8 萬 | 0.00% | −39,057−5.0% | 減碼 |
| Invesco Ltd. | 690,511 | $402.6 萬 | 0.00% | −34,999−4.8% | 減碼 |
| Guggenheim Capital LLC | 615,618 | $358.9 萬 | 0.03% | −195,245−24.1% | 減碼 |
| Pathstone Holdings, LLC | 477,950 | $278.6 萬 | 0.01% | −341,094−41.6% | 減碼 |
| Allspring Global Investments Holdings, LLC | 472,918 | $275.7 萬 | 0.00% | +982+0.2% | 加碼 |
| Shaker Financial Services, LLC | 458,892 | $267.5 萬 | 0.93% | −36,117−7.3% | 減碼 |
| GraniteShares Advisors LLC | 393,087 | $229.2 萬 | 1.65% | −44,992−10.3% | 減碼 |
| Byrne Asset Management LLC | 282,560 | $164.7 萬 | 0.97% | +282,560 | 新進 |
| Kingsview Wealth Management, LLC | 252,998 | $147.5 萬 | 0.02% | +127,605+101.8% | 加碼 |
| Advisor Group Holdings, Inc. | 229,444 | $133.8 萬 | 0.00% | −12,479−5.2% | 減碼 |
| Absolute Investment Advisers LLC | 214,168 | $124.9 萬 | 0.15% | −276,246−56.3% | 減碼 |
| Bank of America Corp | 192,927 | $112.5 萬 | 0.00% | +9,928+5.4% | 加碼 |
| Cetera Investment Advisers | 182,843 | $106.6 萬 | 0.00% | +5,210+2.9% | 加碼 |
| Kestra Advisory Services, LLC | 178,500 | $104.1 萬 | 0.00% | −4,381−2.4% | 減碼 |
| Creative Financial Designs Inc | 133,856 | $78.0 萬 | 0.05% | +21,465+19.1% | 加碼 |
| Quarry LP | 127,908 | $74.6 萬 | 0.15% | −64,755−33.6% | 減碼 |
| International Assets Investment Management, LLC | 126,111 | $73.6 萬 | 0.05% | +47,011+59.4% | 加碼 |
| Wolverine Asset Management LLC | 118,079 | $68.8 萬 | 0.01% | −136,962−53.7% | 減碼 |
| Envestnet Asset Management Inc | 101,092 | $58.9 萬 | 0.00% | +26,856+36.2% | 加碼 |
| GWM Advisors LLC | 91,759 | $53.5 萬 | 0.00% | −4,970−5.1% | 減碼 |
| Baird Financial Group, Inc. | 90,528 | $52.8 萬 | 0.00% | −1,250−1.4% | 減碼 |
| Encompass More Asset Management | 88,839 | $51.8 萬 | 0.09% | −2,452−2.7% | 減碼 |
| Financially in Tune, LLC | 82,895 | $48.3 萬 | 0.42% | 00.0% | 不變 |
| Private Advisor Group, LLC | 78,759 | $45.9 萬 | 0.00% | −5,515−6.5% | 減碼 |
| Koshinski Asset Management, Inc. | 75,825 | $44.2 萬 | 0.03% | 00.0% | 不變 |
| Royal Bank of Canada | 68,163 | $39.7 萬 | 0.00% | +2,538+3.9% | 加碼 |
| Stifel Financial Corp | 63,167 | $36.8 萬 | 0.00% | +250.0% | 加碼 |
| Powell Investment Advisors, LLC | 60,001 | $35.0 萬 | 0.12% | +317+0.5% | 加碼 |
| City of London Investment Management Co Ltd | 59,915 | $34.9 萬 | 0.03% | 00.0% | 不變 |
| Raymond James Financial Inc | 58,276 | $34.0 萬 | 0.00% | −182−0.3% | 減碼 |
| UBS Group AG | 58,076 | $33.9 萬 | 0.00% | −14,555−20.0% | 減碼 |
| Apollon Wealth Management, LLC | 51,706 | $30.1 萬 | 0.00% | +406+0.8% | 加碼 |
| Kovack Advisors, Inc. | 40,009 | $23.3 萬 | 0.01% | +9,544+31.3% | 加碼 |
| Oppenheimer & Co Inc | 34,792 | $20.3 萬 | 0.00% | +658+1.9% | 加碼 |
| SeaCrest Wealth Management, LLC | 31,741 | $18.5 萬 | 0.02% | −1,966−5.8% | 減碼 |
| Pin Oak Investment Advisors Inc | 31,000 | $18.1 萬 | 0.13% | 00.0% | 不變 |
| Integrity Alliance, LLC. | 30,580 | $17.8 萬 | 0.01% | −120.0% | 減碼 |
| BlackRock, Inc. | 27,223 | $15.9 萬 | 0.00% | +1,099+4.2% | 加碼 |
| RSM US Wealth Management LLC | 24,932 | $14.5 萬 | 0.00% | +1,211+5.1% | 加碼 |
| Alteri Wealth LLC | 23,835 | $13.9 萬 | 0.05% | 00.0% | 不變 |
| Stephens Inc | 23,662 | $13.8 萬 | 0.00% | +12,649+114.9% | 加碼 |
| Brown Advisory Inc | 23,199 | $13.5 萬 | 0.00% | 00.0% | 不變 |
| Sowell Financial Services LLC | 23,023 | $13.4 萬 | 0.00% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 23,002 | $13.4 萬 | 0.00% | −1,233−5.1% | 減碼 |
| Accredited Investor Services, LLC | 22,248 | $13.0 萬 | 0.08% | −571−2.5% | 減碼 |
| Integrity Advisory Solutions, LLC | 21,328 | $12.4 萬 | 0.02% | +2,924+15.9% | 加碼 |
| Merit Financial Group, LLC | 21,259 | $12.4 萬 | 0.00% | +170+0.8% | 加碼 |
| Procyon Private Wealth Partners, LLC | 19,819 | $11.6 萬 | 0.01% | +9,000+83.2% | 加碼 |
| Wedbush Securities Inc | 18,614 | $10.9 萬 | 0.00% | +8,000+75.4% | 加碼 |
| Truist Financial Corp | 17,189 | $10.0 萬 | 0.00% | +17,189 | 新進 |
| Capital Investment Advisors, LLC | 16,680 | $9.72 萬 | 0.00% | +1,616+10.7% | 加碼 |
| Moors & Cabot, Inc. | 15,500 | $9.04 萬 | 0.00% | −2,500−13.9% | 減碼 |
| CoreCap Advisors, LLC | 15,127 | $8.82 萬 | 0.00% | −18,120−54.5% | 減碼 |
| Barrett & Company, Inc. | 14,367 | $8.38 萬 | 0.03% | 00.0% | 不變 |
| Warren Averett Asset Management, LLC | 13,051 | $7.61 萬 | 0.00% | −7,791−37.4% | 減碼 |
| MML Investors Services, LLC | 12,719 | $7.42 萬 | 0.00% | +144+1.1% | 加碼 |
| Janney Montgomery Scott LLC | 12,463 | $7.30 萬 | 0.00% | −3,308−21.0% | 減碼 |
| Mariner, LLC | 11,950 | $6.85 萬 | 0.00% | −1,247−9.4% | 減碼 |
| Park Avenue Securities LLC | 11,740 | $6.80 萬 | 0.00% | +402+3.5% | 加碼 |
| NWF Advisory Services Inc. | 11,400 | $6.65 萬 | 0.01% | −1,600−12.3% | 減碼 |
| D.A. Davidson & Co. | 11,275 | $6.57 萬 | 0.00% | 00.0% | 不變 |
| Live Oak Private Wealth LLC | 10,000 | $5.83 萬 | 0.01% | 00.0% | 不變 |
| Uniting Wealth Partners, LLC | 10,000 | $5.83 萬 | 0.01% | +10,000 | 新進 |
| Sit Investment Associates Inc | 9,381 | $5.50 萬 | 0.00% | 00.0% | 不變 |
| Anfield Capital Management, LLC | 8,586 | $5.01 萬 | 0.01% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 7,304 | $4.27 萬 | 0.00% | +84+1.2% | 加碼 |
| Farther Finance Advisors, LLC | 6,333 | $3.70 萬 | 0.00% | +6,114+2,791.8% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 6,051 | $3.53 萬 | 0.00% | +181+3.1% | 加碼 |
| Caldwell Trust Co | 2,800 | $1.63 萬 | 0.00% | 00.0% | 不變 |
| WPG Advisers, LLC | 2,539 | $1.48 萬 | 0.01% | +277+12.2% | 加碼 |
| Steward Partners Investment Advisory, LLC | 1,965 | $1.15 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 1,414 | $8,244 | 0.00% | +1,414 | 新進 |
| AdvisorNet Financial, Inc | 1,372 | $7,997 | 0.00% | 00.0% | 不變 |
| Hilltop National Bank | 1,325 | $7,725 | 0.00% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 1,280 | $7,462 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 939 | $5,474 | 0.00% | +939 | 新進 |
| Private Wealth Management Group, LLC | 630 | $3,673 | 0.00% | +630 | 新進 |
| Highline Wealth Partners LLC | 475 | $2,769 | 0.00% | −105−18.1% | 減碼 |
| MAI Capital Management | 352 | $2,053 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 242 | $1,411 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 233 | $1,358 | 0.00% | +233 | 新進 |
| Huntington National Bank | – | $384 | 0.00% | – | – |
| Assetmark, Inc | 44 | $257 | 0.00% | 00.0% | 不變 |
| Rareview Capital LLC | 0 | $0 | 0.00% | −208,656−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −81,224−100.0% | 清倉 |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −47,416−100.0% | 清倉 |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −47,095−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −42,322−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −30,663−100.0% | 清倉 |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −23,168−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −21,852−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −19,281−100.0% | 清倉 |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −16,750−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −13,673−100.0% | 清倉 |
| BlackDiamond Wealth Management Inc. | 0 | $0 | 0.00% | −10,091−100.0% | 清倉 |
| Eastern Bank | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |