Franklin Ltd. Dur Inc. TRFTF
13F holders, Q4 2024 (December 31)81holders +3
12new positions
10sold out
1famous investor
$6.63avg. 13F price*
At the end of Q4 2024, 81 institutions reported holding Franklin Ltd. Dur Inc. TR (FTF) in their 13F filings, up 3 from Q3 2024. 12 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($15.6M), Pathstone Holdings, LLC ($11.3M) and Penserra Capital Management LLC ($7.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Franklin Ltd. Dur Inc. TR
- CUSIP
- 35472T101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $3.3M |
| Exits | 10 | $1.6M |
All 13F filers, Q3 2024 → Q4 2024: 2,740,188 shares bought and 1,997,514 shares sold, net +742,674 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 81 holders
| Morgan Stanley | 0.00% | Add +20.6% | 2,359,378 | $15.6M |
| Pathstone Holdings, LLC | 0.05% | Reduce -3.5% | 1,696,923 | $11.3M |
| Penserra Capital Management LLC | 0.14% | Add +4.2% | 1,194,393 | $7.9M |
| LPL Financial LLC | 0.00% | Add +1283.0% | 874,447 | $5.8M |
| Invesco Ltd. | 0.00% | Add +3.4% | 832,151 | $5.5M |
| Guggenheim Capital LLC | 0.04% | Add +54.0% | 804,510 | $5.3M |
| Wells Fargo & Company | 0.00% | Add +13.1% | 721,088 | $4.8M |
| Advisors Asset Management, Inc. | 0.06% | Add +83.5% | 531,178 | $3.5M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -0.8% | 526,823 | $3.5M |
| Shaker Financial Services, LLC | 1.12% | Add +11.9% | 441,873 | $2.9M |
| GraniteShares Advisors LLC | 1.57% | New | 373,927 | $2.5M |
| Sit Investment Associates Inc. | 0.04% | Reduce -61.8% | 298,991 | $2.0M |
| Thomas J. Herzfeld Advisors, Inc. | 0.57% | Reduce -34.4% | 270,295 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +7.7% | 198,077 | $1.3M |
| Rareview Capital LLC | 0.93% | Add +9.7% | 192,104 | $1.3M |
| 1607 Capital Partners, LLC | 0.10% | Reduce -30.2% | 192,438 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +442.1% | 164,387 | $1.1M |
| Bank of America Corp. | 0.00% | Reduce -1.1% | 152,781 | $1.0M |
| Raymond James Financial Inc. | 0.00% | — | 132,804 | $880K |
| NewEdge Advisors, LLC | 0.01% | Reduce -6.6% | 124,754 | $827K |
| UBS Group AG | 0.00% | Reduce -14.2% | 122,275 | $811K |
| Financial Partners Group, Inc | 0.11% | Add +242.2% | 118,600 | $786K |
| Private Advisor Group, LLC | 0.00% | Add +0.6% | 93,222 | $618K |
| Encompass More Asset Management | 0.20% | Add +3.8% | 89,833 | $596K |
| Baird Financial Group, Inc. | 0.00% | Add +1.0% | 89,771 | $595K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -1.2% | 81,331 | $539K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +6.4% | 80,773 | $536K |
| Yakira Capital Management, Inc. | 0.19% | Reduce -45.1% | 72,904 | $483K |
| Royal Bank of Canada | 0.00% | Reduce -8.4% | 65,120 | $432K |
| Powell Investment Advisors, LLC | 0.17% | Add +19.7% | 55,448 | $368K |
| City of London Investment Management Co. Ltd. | 0.04% | Reduce -36.8% | 55,303 | $367K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +7.4% | 47,871 | $317K |
| Cetera Investment Advisers | 0.00% | Reduce -94.6% | 46,747 | $310K |
| Avantax Advisory Services, Inc. | 0.00% | Add +42.7% | 36,801 | $244K |
| CoreCap Advisors, LLC | 0.01% | Reduce -10.1% | 35,747 | $237K |
| Brown Advisory Inc. | 0.00% | No change | 35,100 | $233K |
| Creative Financial Designs Inc. | 0.02% | Add +1.4% | 33,281 | $221K |
| Moors & Cabot, Inc. | 0.01% | No change | 33,000 | $219K |
| Waverly Advisors, LLC | 0.00% | Add +53.1% | 28,721 | $190K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -12.8% | 28,261 | $187K |
| Janney Montgomery Scott LLC | 0.00% | New | 25,384 | $168K |
| Alteri Wealth LLC | 0.04% | — | 23,235 | $154K |
| Apollon Wealth Management, LLC | 0.00% | New | 23,075 | $153K |
| Avior Wealth Management, LLC | 0.01% | Reduce -12.0% | 20,827 | $138K |
| Susquehanna International Group, LLP | 0.00% | New | 20,695 | $137K |
| MML Investors Services, LLC | 0.00% | Reduce -0.2% | 18,496 | $123K |
| Choreo, LLC | 0.00% | Add +10.8% | 17,982 | $118K |
| Capital Investment Advisors, LLC | 0.00% | No change | 16,510 | $109K |
| Envestnet Asset Management Inc. | 0.00% | No change | 16,210 | $107K |
| Barrett & Company, Inc. | 0.04% | No change | 15,484 | $103K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.2% | 15,290 | $101K |
| ELCO Management Co., LLC | 0.05% | Reduce -16.9% | 14,700 | $97K |
| Virtu Financial LLC | 0.00% | Reduce -19.0% | 13,081 | $87K |
| Landscape Capital Management, L.L.C. | 0.01% | New | 12,829 | $85K |
| Citadel Advisors | 0.00% | New | 12,820 | $85K |
| Stifel Financial Corp. | 0.00% | Reduce -29.3% | 12,751 | $85K |
| Mariner, LLC | 0.00% | New | 11,486 | $76K |
| Principal Securities, Inc. | 0.00% | No change | 11,181 | $74K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | No change | 10,819 | $72K |
| BlackDiamond Wealth Management, LLC | 0.04% | Reduce -5.3% | 10,611 | $70K |
| Wedbush Securities Inc. | 0.00% | Reduce -58.6% | 10,614 | $70K |
| Commonwealth Equity Services, LLC | 0.00% | New | 10,095 | $67K |
| Uniting Wealth Partners, LLC | 0.03% | — | 10,000 | $66K |
| Live Oak Private Wealth LLC | 0.01% | No change | 10,000 | $66K |
| Anfield Capital Management, LLC | 0.02% | New | 8,586 | $57K |
| Sound Income Strategies, LLC | 0.00% | Add +1.0% | 6,924 | $46K |
| Caldwell Trust Co | 0.00% | No change | 2,800 | $19K |
| WPG Advisers, LLC | 0.01% | — | 1,793 | $12K |
| Synergy Asset Management, LLC | 0.00% | New | 1,600 | $11K |
| Ransom Advisory, Ltd | 0.00% | No change | 1,500 | $10K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,372 | $9K |
| Hilltop National Bank | 0.00% | No change | 1,325 | $9K |
| Geneos Wealth Management Inc. | 0.00% | Add +36.8% | 1,275 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +11.6% | 965 | $6K |
| Comerica Bank | 0.00% | Add +15.7% | 878 | $6K |
| Jones Financial Companies LLLP | 0.00% | New | 458 | $3K |
| Cwm, LLC | 0.00% | No change | 242 | $2K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -56.6% | 219 | $1K |
| Allworth Financial LP | 0.00% | Reduce -33.3% | 100 | $654 |
| Assetmark, Inc. | 0.00% | No change | 44 | $292 |
| RE Dickinson Investment Advisors, LLC | 0.00% | New | 2 | $0 |
"% of holder's portfolio" is FTF's weight in each manager's 13F, not the share of Franklin Ltd. Dur Inc. TR the manager owns.