Franklin Limited Duration Income Trust (NYSE American:FTF)
| 6.56 Delayed Data As of Jun 24 |  +0.07 / +1.08%Today’s Change | 6.43 Today|||52-Week Range 9.43 | -27.83% Year-to-Date |
Institutional investors control 39.51% of the outstanding shares in FTF. This represents a greater percentage of ownership than at almost any other company in the Investment Trusts/Mutual Funds industry. Additionally, during the quarter ended December 2018, these large investors purchased a net $8.1 million shares.
| Individual stakeholders | 6.73% |
| Other institutional | 37.17% |
| Mutual fund holders | 2.34% |
Largest Quarterly Institutional
Transactions
Latest Institutional Activity
| 3/31/2022 | SIT INVESTMENT ASSOCIATES, INC. Bought 4.8 Million shares of Franklin Limited Duration... |
| 3/31/2022 | CETERA INVESTMENT ADVISERS LLC Bought 1.1 Million shares of Franklin Limited Duration... |
| 3/31/2022 | CLOUGH CAPITAL PARTNERS LP Bought 453.2 Thousand shares of Franklin Limited Duration... |
Top 10 Owners of Franklin Limited Duration Income Trust
| Stockholder | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| Sit Investment Associates, Inc. | 16.53% | 4,983,489 | 34,485,744 | +4,791,424 | +2,494.69% |
| Cetera Investment Advisers LLC | 3.59% | 1,082,668 | 7,492,063 | +1,082,668 | -- |
| Raymond James & Associates, Inc. ... | 2.06% | 619,612 | 4,287,715 | +303,438 | +95.97% |
| Securities America Advisors, Inc. | 1.75% | 526,184 | 3,641,193 | +77,848 | +17.36% |
| Invesco Capital Management LLC | 1.63% | 491,034 | 3,397,955 | +111,579 | +29.41% |
| Brinker Capital Investments LLC | 1.51% | 456,069 | 3,155,997 | +9,602 | +2.15% |
| Clough Capital Partners LP | 1.50% | 453,195 | 3,136,109 | +453,195 | -- |
| Yakira Capital Management, Inc. | 0.99% | 299,123 | 2,069,931 | +299,123 | -- |
| Koshinski Asset Management, Inc. | 0.66% | 199,120 | 1,377,910 | +199,120 | -- |
| Goldman Sachs & Co. LLC (Private ... | 0.62% | 187,495 | 1,297,465 | +187,495 | -- |
Top 10 Mutual Funds Holding Franklin Limited Duration Income Trust
| Mutual fund | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| Invesco CEF Income Composite ETF | 1.61% | 486,683 | 3,367,846 | +774 | +0.16% |
| Special Opportunities Fund, Inc. | 0.50% | 150,174 | 1,039,204 | +150,174 | -- |
| AQR Diversified Arbitrage Fund | 0.11% | 33,469 | 231,605 | +24,790 | +285.63% |
| High Income Securities Fund | 0.05% | 14,000 | 96,880 | +14,000 | -- |
| RiverNorth Core Opportunity Fund | 0.04% | 13,008 | 90,015 | +13,008 | -- |
| Sit Balanced Fund | 0.02% | 4,666 | 32,289 | +3,366 | +258.92% |
| Guggenheim Multi Hedge Strategies... | 0.01% | 1,883 | 13,030 | +315 | +20.09% |
| Rydex Variable Trust - Multi Hedg... | 0.00% | 891 | 6,166 | +83 | +10.27% |
| RiverNorth Opportunities Fund Inc... | 0.00% | 3 | 21 | +3 | -- |