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FRANKLIN LTD DURATION INCOME TRUST hedge fund holdings

FTFNYSE
$5.37+0.02 (+0.37%)as of Oct 7, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

FTF · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 7, 2025 to Oct 7, 2026. Price (-16.0%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20252018$4.5M$2.68M81Aug 14, 2025
Q3 20252823$3.87M$4.21M83Nov 14, 2025
Q4 20253518$12.7M$4.09M95Feb 14, 2026
Q1 20262134$6.92M$10.3M83May 15, 2026
Q2 20262019$7.27M$6.41M86Aug 14, 2026

Quarterly action breakdown

Q2 2026
86 filers
New position
8
$1.03M+177K sh
Increased
12
$6.25M+1.08M sh
Reduced
16
-$5.5M-950K sh
Out / sold
3
-$906K-157K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Shaker Financial Services, LLCReduce 40.87%-$1.09M$1.57M0.49%Jul 15, 2026
Quarry LPSell 100%-$746K$00.00%Aug 14, 2026
Kingsview Wealth Management, LLCReduce 38.65%-$566K$899K0.01%Aug 19, 2026
Guggenheim Capital LLCAdded 12.31%+$439K$4M0.03%Aug 12, 2026
GraniteShares Advisors LLCAdded 15.06%+$343K$2.62M1.68%Aug 4, 2026
Readystate Asset Management LPNew Buy+$311K$311K0.01%Aug 14, 2026
Byrne Asset Management LLCReduce 13.80%-$226K$1.41M0.76%Jul 7, 2026
Capital Investment Advisors, LLCAdded 192.36%+$186K$282K0.00%Aug 6, 2026
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY CoNew Buy+$168K$168K0.09%Aug 27, 2026
Integrity Advisory Solutions, LLCSell 100%-$124K$00.00%Jul 31, 2026
Miller Financial Services LLCNew Buy+$94.1K$94.1K0.08%Jul 29, 2026
Koshinski Asset Management, Inc.Reduce 15.83%-$69.5K$370K0.02%Jul 27, 2026
Encompass More Asset ManagementReduce 11.55%-$59.4K$455K0.07%Jul 14, 2026
Sound Income Strategies, LLCSell 100%-$42.7K$00.00%Jul 20, 2026
Kovack Advisors, Inc.Added 18.27%+$42.3K$274K0.01%Jul 29, 2026
Choreo, LLCReduce 8.52%-$12.3K$132K0.00%Aug 4, 2026
Wedbush Securities IncReduce 10.74%-$11.6K$96K0.00%Jul 28, 2026
Baird Financial Group, Inc.Reduce 1.99%-$10.4K$514K0.00%Aug 12, 2026
Caldwell Trust CoReduce 50.00%-$8.11K$8.11K0.00%Aug 3, 2026
Integrity Alliance, LLC.Reduce 2.77%-$4.91K$172K0.01%Jul 31, 2026
Accredited Investor Services, LLCReduce 3.62%-$4.66K$124K0.07%Aug 5, 2026
Oppenheimer & Co IncAdded 2.04%+$4.11K$206K0.00%Aug 3, 2026
SeaCrest Wealth Management, LLCAdded 1.32%+$2.43K$186K0.02%Jul 9, 2026
Barrett & Company, Inc.Reduce 2.55%-$2.13K$81.1K0.02%Jul 24, 2026
Powell Investment Advisors, LLCAdded 0.56%+$1.95K$349K0.11%Jul 29, 2026
MML Investors Services, LLCReduce 2.01%-$1.48K$72.2K0.00%Aug 7, 2026
Park Avenue Securities LLCReduce 1.80%-$1.23K$67K0.00%Jul 20, 2026
Pinnacle Wealth Planning Services, Inc.Reduce 0.07%-$23$35K0.00%Aug 7, 2026

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