Franklin Ltd. Dur Inc. TRFTF
13F holders, Q1 2025 (March 31)80holders −1
10new positions
8sold out
$6.46avg. 13F price*
At the end of Q1 2025, 80 institutions reported holding Franklin Ltd. Dur Inc. TR (FTF) in their 13F filings, down 1 from Q4 2024. 10 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($18.7M), LPL Financial LLC ($10.2M) and Penserra Capital Management LLC ($6.9M).
- Company
- Franklin Ltd. Dur Inc. TR
- CUSIP
- 35472T101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $2.0M |
| Exits | 8 | $2.6M |
All 13F filers, Q4 2024 → Q1 2025: 2,326,494 shares bought and 2,030,456 shares sold, net +296,038 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 80 holders
| Morgan Stanley | 0.00% | Add +22.5% | 2,889,999 | $18.7M |
| LPL Financial LLC | 0.00% | Add +81.2% | 1,584,157 | $10.2M |
| Penserra Capital Management LLC | 0.12% | Reduce -10.0% | 1,075,486 | $6.9M |
| Guggenheim Capital LLC | 0.06% | Add +14.8% | 923,230 | $6.0M |
| Pathstone Holdings, LLC | 0.02% | Reduce -49.1% | 863,888 | $5.6M |
| Advisors Asset Management, Inc. | 0.10% | Add +57.1% | 834,723 | $5.4M |
| Invesco Ltd. | 0.00% | Reduce -4.9% | 791,698 | $5.1M |
| Wells Fargo & Company | 0.00% | Add +6.8% | 769,954 | $5.0M |
| Shaker Financial Services, LLC | 1.38% | Add +24.2% | 548,672 | $3.5M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -13.3% | 456,578 | $2.9M |
| GraniteShares Advisors LLC | 1.64% | Add +6.5% | 398,047 | $2.6M |
| Osaic Holdings, Inc. | 0.00% | Add +17.9% | 233,447 | $1.5M |
| Rareview Capital LLC | 0.76% | Reduce -3.1% | 186,066 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +3.5% | 170,134 | $1.1M |
| Bank of America Corp. | 0.00% | Add +3.4% | 158,026 | $1.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.5% | 130,860 | $845K |
| Financial Partners Group, Inc | 0.13% | Add +9.9% | 130,375 | $842K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.7% | 118,879 | $768K |
| Readystate Asset Management LP | 0.06% | New | 107,337 | $693K |
| Private Advisor Group, LLC | 0.00% | Add +0.6% | 93,790 | $606K |
| Baird Financial Group, Inc. | 0.00% | Add +0.4% | 90,093 | $582K |
| Encompass More Asset Management | 0.17% | Reduce -1.6% | 88,376 | $571K |
| 1607 Capital Partners, LLC | 0.04% | Reduce -55.1% | 86,338 | $558K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -1.8% | 79,874 | $516K |
| UBS Group AG | 0.00% | Reduce -38.3% | 75,478 | $488K |
| Cetera Investment Advisers | 0.00% | Add +61.3% | 75,404 | $487K |
| Envestnet Asset Management Inc. | 0.00% | Add +349.2% | 72,822 | $470K |
| Royal Bank of Canada | 0.00% | Add +6.1% | 69,079 | $446K |
| Integrity Alliance, Llc. | 0.02% | New | 65,554 | $423K |
| Powell Investment Advisors, LLC | 0.18% | Add +0.5% | 55,707 | $360K |
| CoreCap Advisors, LLC | 0.01% | No change | 35,747 | $231K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -3.8% | 35,389 | $229K |
| Brown Advisory Inc. | 0.00% | No change | 35,100 | $227K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -28.2% | 34,365 | $222K |
| Creative Financial Designs Inc. | 0.02% | Add +1.4% | 33,758 | $218K |
| Moors & Cabot, Inc. | 0.01% | No change | 33,000 | $213K |
| City of London Investment Management Co. Ltd. | 0.02% | Reduce -40.7% | 32,803 | $212K |
| BlackRock, Inc. | 0.00% | New | 30,044 | $194K |
| Oppenheimer & Co. Inc. | 0.00% | Add +3.9% | 29,371 | $190K |
| Susquehanna International Group, LLP | 0.00% | Add +31.1% | 27,137 | $175K |
| Sowell Financial Services LLC | 0.01% | New | 24,613 | $159K |
| Alteri Wealth LLC | 0.07% | Add +2.6% | 23,835 | $154K |
| Yakira Capital Management, Inc. | 0.06% | Reduce -68.2% | 23,203 | $150K |
| Apollon Wealth Management, LLC | 0.00% | No change | 23,075 | $149K |
| Waverly Advisors, LLC | 0.00% | Reduce -20.1% | 22,948 | $148K |
| Choreo, LLC | 0.00% | Add +24.6% | 22,402 | $145K |
| Accredited Investor Services, LLC | 0.11% | New | 21,243 | $137K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -25.4% | 18,949 | $122K |
| Merit Financial Group, LLC | 0.00% | New | 18,231 | $118K |
| Mariner, LLC | 0.00% | Add +42.4% | 16,354 | $106K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -7.0% | 15,360 | $99K |
| Barrett & Company, Inc. | 0.04% | Reduce -4.8% | 14,733 | $95K |
| ELCO Management Co., LLC | 0.05% | No change | 14,700 | $95K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.2% | 14,490 | $94K |
| MML Investors Services, LLC | 0.00% | Reduce -28.2% | 13,288 | $86K |
| Avior Wealth Management, LLC | 0.00% | Reduce -37.3% | 13,050 | $84K |
| Stifel Financial Corp. | 0.00% | Add +2.1% | 13,015 | $84K |
| NWF Advisory Services Inc. | 0.01% | New | 13,000 | $84K |
| Geneos Wealth Management Inc. | 0.00% | Add +893.4% | 12,666 | $82K |
| Elequin Capital, LP | 0.02% | New | 11,991 | $77K |
| Principal Securities, Inc. | 0.00% | No change | 11,181 | $74K |
| Park Avenue Securities LLC | 0.00% | New | 10,798 | $70K |
| Wedbush Securities Inc. | 0.00% | No change | 10,614 | $69K |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.3% | 10,625 | $69K |
| BlackDiamond Wealth Management, LLC | 0.05% | Reduce -1.1% | 10,492 | $67K |
| Uniting Wealth Partners, LLC | 0.03% | No change | 10,000 | $65K |
| Live Oak Private Wealth LLC | 0.01% | No change | 10,000 | $65K |
| Sit Investment Associates Inc. | 0.00% | Reduce -96.9% | 9,381 | $61K |
| Anfield Capital Management, LLC | 0.02% | No change | 8,586 | $55K |
| Sound Income Strategies, LLC | 0.00% | Add +1.0% | 6,993 | $45K |
| Caldwell Trust Co | 0.00% | No change | 2,800 | $18K |
| WPG Advisers, LLC | 0.02% | Add +46.5% | 2,626 | $17K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +103.6% | 1,965 | $13K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,372 | $9K |
| Comerica Bank | 0.00% | Add +12.2% | 985 | $6K |
| Coldstream Capital Management Inc. | 0.00% | New | 677 | $4K |
| Cwm, LLC | 0.00% | No change | 242 | $2K |
| Farther Finance Advisors, LLC | 0.00% | No change | 219 | $1K |
| Allworth Financial LP | 0.00% | Reduce -50.0% | 50 | $313 |
| Assetmark, Inc. | 0.00% | No change | 44 | $284 |
"% 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.