$FTF

$5.30 +$0.01 (0.19%) Close

$FTF Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 40.4M shares outstanding

Who owns FTF?

By type of holder

Institutions 36.1% Everyone else 63.9%

No insider has reported a holding in the last two years, so insiders are counted in "Everyone else".

Concentration Top 10 holders own 26.6%

Morgan Stanley 8.1% · LPL Financial LLC 3.8%

Institutional ownership

36.1%

-0.3 pts vs last qtr

Institutional holders

0 vs last qtr

Net shares bought

−121.7K

by institutions in Q2 2026

New / sold out

9 / 9

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Pathstone Holdings, LLC +689.2K
Beacon Pointe Advisors, LLC NEW +80.7K

Biggest sellers in Q2 2026

Absolute Investment Advisers, LLC SOLD OUT −214.2K
Shaker Financial Services, LLC −187.6K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Franklin Limited Duration Income Trust in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Franklin Limited Duration Income Trust.

How patient are the owners?

Institutional shares by how long they've been held

5+ years55% 3–5 years5% 1–3 years26% Under 1 year14%

Quarterly turnover

9.3%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting FTF on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
MS Morgan Stanley	3.3M	8.12%	−110.3K (−3.3%)	≤2021	0.0%
Shares held by quarter Peak holding3.4M (Q1'26) Change over 8 quarters+1.3M Share of the company8.120% Morgan Stanley's full portfolio →
LF LPL Financial LLC	1.5M	3.79%	−22.1K (−1.4%)	≤2021	0.0%
Shares held by quarter Peak holding1.6M (Q1'25) Change over 8 quarters+1.5M Share of the company3.790% LPL Financial LLC's full portfolio →

Morgan Stanley

3.3M

% of company

8.12%

Change vs last qtr

−110.3K (−3.3%)

Held since

≤2021

LPL Financial LLC

1.5M

% of company

3.79%

Change vs last qtr

−22.1K (−1.4%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Franklin Limited Duration Income Trust, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting FTF on Form N-PORT; together they hold 5.7% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
AC Amplify CEF High Income ETF Amplify ETF Trust	$6.6M	1.1M	2.82%	0.91%	June 30, 2026
IC Invesco CEF Income Composite ETF Invesco Exchange-Traded Fund Trust II	$2.85M	484.6K	1.20%	0.34%	May 31, 2026

Amplify CEF High Income ETF

Amplify ETF Trust

Position value

$6.6M

% of company

2.82%

% of the fund

0.91%

As of

June 30, 2026

Invesco CEF Income Composite ETF

Invesco Exchange-Traded Fund Trust II

Position value

$2.85M

% of company

1.20%

% of the fund

0.34%

As of

May 31, 2026

5 more funds behind a free account

See every fund holding Franklin Limited Duration Income Trust and how much of the fund the position is.

Comments