Purchases and Sales Made in Q1 2025 in Franklin LTD Duration Income Trust (FTF)
This table provides information about the institutional ownership of Franklin LTD Duration Income Trust (FTF) during Q1 2025. The information is specifically focused on institutions that hold shares of FRANKLIN LTD DURATION INCOME TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
710K+ 81.16% |
$4.56M - $4.76M
|
1.58M
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
531K+ 22.49% |
$3.41M - $3.56M
|
2.89M
$18.8M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
301K+ 56.74% |
$1.94M - $2.02M
|
833K
$5.41M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
119K+ 14.76% |
$763K - $795K
|
923K
$6M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
107KNew |
$690K - $719K
|
107K
$698K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
107K+ 24.17% |
$687K - $716K
|
549K
$3.57M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
65.6KNew |
$422K - $439K
|
65.6K
$426K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
56.6K+ 349.24% |
$364K - $379K
|
72.8K
$473K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
52.6K+ 29.06% |
$338K - $352K
|
233K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
48.9K+ 6.78% |
$314K - $327K
|
770K
$5M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.7K+ 61.3% |
$184K - $192K
|
75.4K
$490K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
24.6KNew |
$158K - $165K
|
24.6K
$160K
|
|
|
Apr 16, 2025
Q1 2025
|
Granite Shares Advisors LLC
|
BUY
|
- |
24.1K+ 6.45% |
$155K - $162K
|
398K
$2.59M
|
|
|
May 05, 2025
Q1 2025
|
Tabor Asset Management, LP
New York, NY |
BUY
|
- |
23.2KNew |
$149K - $155K
|
23.2K
$151K
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
21.2KNew |
$137K - $142K
|
21.2K
$138K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
18.2KNew |
$117K - $122K
|
18.2K
$119K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12.7KNew |
$81.4K - $84.9K
|
12.7K
$82.3K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
12KNew |
$77.1K - $80.3K
|
12K
$77.9K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
11.8K+ 9.93% |
$75.7K - $78.9K
|
130K
$847K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
10.8KNew |
$69.4K - $72.3K
|
10.8K
$70.2K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.44K+ 31.13% |
$41.4K - $43.2K
|
27.1K
$176K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.75K+ 3.5% |
$37K - $38.5K
|
170K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.25K+ 3.43% |
$33.7K - $35.1K
|
158K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.87K+ 42.38% |
$31.3K - $32.6K
|
16.4K
$106K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.42K+ 24.58% |
$28.4K - $29.6K
|
22.4K
$146K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.96K+ 6.08% |
$25.5K - $26.5K
|
69.1K
$449K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.11K+ 3.93% |
$7.14K - $7.44K
|
29.4K
$191K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1K+ 103.63% |
$6.43K - $6.7K
|
1.97K
$12.8K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
833+ 46.46% |
$5.36K - $5.58K
|
2.63K
$17.1K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
677New |
$4.35K - $4.54K
|
677
$4.4K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
600+ 2.58% |
$3.86K - $4.02K
|
23.8K
$155K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
568+ 0.61% |
$3.65K - $3.81K
|
93.8K
$610K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
530+ 5.25% |
$3.41K - $3.55K
|
10.6K
$69.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
477+ 1.43% |
$3.07K - $3.2K
|
33.8K
$219K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
322+ 0.36% |
$2.07K - $2.16K
|
90.1K
$586K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
264+ 2.07% |
$1.7K - $1.77K
|
13K
$84.6K
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
259+ 0.47% |
$1.67K - $1.74K
|
55.7K
$362K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
107+ 12.19% |
$688 - $717
|
985
$6.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
69+ 1.0% |
$444 - $462
|
6.99K
$45.5K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-50- 50.0% |
$322 - $335
|
50
$325
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-119- 1.12% |
$765 - $797
|
10.5K
$68.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-751- 4.85% |
$4.83K - $5.03K
|
14.7K
$95.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-800- 5.23% |
$5.14K - $5.36K
|
14.5K
$94.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.15K- 6.97% |
$7.39K - $7.71K
|
15.4K
$99.8K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.28KClosed |
$8.2K - $8.54K
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.41K- 3.84% |
$9.08K - $9.46K
|
35.4K
$230K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.46K- 1.79% |
$9.37K - $9.76K
|
79.9K
$519K
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-1.46K- 1.62% |
$9.37K - $9.76K
|
88.4K
$574K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.94K- 1.46% |
$12.5K - $13K
|
131K
$851K
|