FTF on NYSE

FRANKLIN LTD DURATION INCOME TRUST

FRANKLIN LTD DURATION INCOME TRUST is a trust registered in the United States, based in San Mateo, active since 2003.² Its shares trade on NYSE under the symbol FTF.²

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Last updated Oct 21, 2026.

Overview

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TickerFTF on NYSE²
HeadquartersSan Mateo, United States²
Incorporated inFL³
Business addressOne Franklin Parkway, San Mateo, Ca 94403-1906³
Legal formStatutory Trust²
Kind of organizationTrust²
LEIP58SM14RY02PYB0IA680²
StatusActive²
LEI statusIssued and current²
Registered addressC/O Corporation Service Company, 19808 Wilmington, United States²
Registered withDivision of Corporations, Department of State, 3656800²

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Corporate structure

FRANKLIN LTD DURATION INCOME TRUST sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of FRANKLIN LTD DURATION INCOME TRUST

Morgan Stanley Filed SCHEDULE 13G/A on FRANKLIN LTD DURATION INCOME TRUST, latest May 11, 2026 (2 filings since May 6, 2025)
SIT INVESTMENT ASSOCIATES INC Filed SC 13G/A on FRANKLIN LTD DURATION INCOME TRUST, latest Apr 4, 2024 (5 filings since Feb 11, 2022)
FIRST TRUST PORTFOLIOS LP Filed SC 13G/A on FRANKLIN LTD DURATION INCOME TRUST, latest Jan 17, 2024 (3 filings since Jan 10, 2022)

FRANKLIN LTD DURATION INCOME TRUST San Mateo, California, United States

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

Leadership

Who has led FRANKLIN LTD DURATION INCOME TRUST, and when. Pick a name to see everywhere that person has worked.

Chief executive

Chief financial officer

2010201520202025

Chief executive officerSonal Desai Jan 10, 2019 to Jan 10, 2019⁴
Chief executive officerMatthew T. Hinkle Jun 1, 2017 to Jun 1, 2017⁵
Chief executive officerJennifer M. Johnson Dec 9, 2008 to Dec 9, 2008⁶
Chief financial officerChristopher Kings Jan 3, 2022 to Jan 3, 2022⁷
Chief financial officerRobert Kubilis Dec 31, 2020 to Dec 31, 2020⁸
Chief financial officerGaston R. Gardey Feb 26, 2009 to Feb 26, 2009⁹

Board members and other officers (23)

Chief Compliance OfficerBjorn Davis Oct 23, 2024 to Oct 23, 2024¹⁰
VP & Assistant SecretaryAlexander Kymn Jun 1, 2023 to Jun 1, 2023¹¹
VP & Assistant SecretaryChristine M. Debevec Jun 1, 2023 to Jun 1, 2023¹²
VP & Assistant SecretaryGeorge P. Hoyt Jun 1, 2023 to Jun 1, 2023¹³
VP & Assistant SecretaryHarris Goldblat Jun 1, 2023 to Jun 1, 2023¹⁴
VP & Assistant SecretaryOliveira Marc De Jun 1, 2023 to Jun 1, 2023¹⁵
VP & Assistant SecretaryTara E. Gormel Jun 1, 2023 to Jun 1, 2023¹⁶
Chief Compliance OfficerTed P. Becker Jun 1, 2023 to Jun 1, 2023¹⁷
VP - AML ComplianceSusan Kerr Aug 5, 2021 to Aug 5, 2021¹⁸
VP - AML ComplianceRobert Lim May 26, 2016 to May 26, 2016¹⁹
VP and Assistant SecretaryNavid J. Tofigh Nov 9, 2015 to Nov 9, 2015²⁰
VP & Assistant SecretaryKimberly H. Novotny Mar 4, 2013 to Mar 4, 2013²¹
VP & Asst. SecretaryAlison E. Baur Apr 30, 2012 to Apr 30, 2012²²
VP & Interim CCOBreda Beckerle May 29, 2012 to May 29, 2012²³
VP AML ComplianceSelena Lee Holmes May 29, 2012 to May 29, 2012²⁴
VP & Assisstant SecretaryLori A. Weber May 23, 2011 to May 23, 2011²⁵
V.P. & Assistant SecretaryAliya S. Gordon Mar 2, 2009 to Mar 2, 2009²⁶
Vice PresidentEdward L. Geary Mar 2, 2009 to Mar 2, 2009²⁷
VP and Asst. SecretaryRobert C. Rosselot Aug 3, 2009 to Aug 3, 2009²⁸
VP and Asst. SecretarySteven J. Gray Aug 3, 2009 to Aug 3, 2009²⁹
Vice President &Asst. SecretarKaren L. Skidmore Mar 20, 2006 to Mar 20, 2006³⁰
Board memberMary C. Choksi Oct 2, 2014 to Oct 2, 2014³¹
Board memberJohn B. Wilson Feb 7, 2006 to Feb 7, 2006³²

Former names

FRANKLIN TEMPLETON LTD DURATION INCOME TRUSTFeb 7, 2006 to Jun 27, 2014³
FRANKLIN TEMPLETON LIMITED DURATION INCOME TRUSTJul 22, 2003 to Nov 30, 2005³
FRANKLIN TEMPLETON STRATEGIC INCOME TRUSTMay 23, 2003 to May 27, 2003³

Timeline

Jan 10, 2019New chief executive Sonal Desai becomes CEO⁴
Jun 1, 2017New chief executive Matthew T. Hinkle becomes CEO⁵
Dec 9, 2008New chief executive Jennifer M. Johnson becomes CEO⁶
May 9, 2003Founded FRANKLIN LTD DURATION INCOME TRUST is founded²

Filings

96 filings to the SEC since October 2021: 11 insider forms, 10 large holders, 75 other. The latest 20:

Oct 1, 202640-17F2 17F-2 EDGAR
Aug 28, 2026N-CSRS FRANKLIN LIMITED DURATION INCOME TRUST - N-CSRS EDGAR
Aug 27, 2026NPORT-P EDGAR
Aug 24, 2026DEF 14A EDGAR
Aug 21, 2026N-PX EDGAR
Aug 3, 20263 EDGAR
May 27, 2026NPORT-P EDGAR
May 11, 2026SCHEDULE 13G/A EDGAR
Mar 23, 202640-17F2 EDGAR
Mar 13, 2026N-CEN EDGAR
Mar 4, 2026N-CSR FRANKLIN LIMITED DURATION INCOME TRUST - N-CSR EDGAR
Feb 25, 2026NPORT-P EDGAR
Nov 24, 2025NPORT-P EDGAR
Aug 27, 2025N-CSRS FRANKLIN LIMITED DURATION INCOME TRUST - N-CSRS EDGAR
Aug 26, 2025NPORT-P EDGAR
Aug 25, 2025DEF 14A EDGAR
Aug 15, 2025N-PX EDGAR
Aug 14, 202540-17F2 17F-2 - FLDIT EDGAR
May 28, 2025NPORT-P EDGAR
May 6, 2025SCHEDULE 13G EDGAR

The 96 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Morgan StanleySCHEDULE 13G/A, 2 filings May 6, 2025 to May 11, 2026³³
SIT INVESTMENT ASSOCIATES INCSC 13G/A, 5 filings Feb 11, 2022 to Apr 4, 2024³⁴
FIRST TRUST PORTFOLIOS LPSC 13G/A, 3 filings Jan 10, 2022 to Jan 17, 2024³⁵

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 87. Change is in shares since the quarter before.

Fund	Shares	Value	Share of the fund	Change
Morgan Stanley	3,280,091	$19.0M	0.0%	−110,295
LPL Financial LLC	1,532,759	$8.9M	0.0%	−22,131
Pathstone Holdings, LLC	1,167,159	$6.8M	0.0%	+689,209
Advisors Asset Management, Inc.	887,453	$5.1M	0.1%	−162,203
Invesco Ltd.	692,417	$4.0M	0.0%	+1,906
Guggenheim Capital LLC	691,385	$4.0M	0.0%	+75,767
Wells Fargo & Company/mn	623,402	$3.6M	0.0%	−124,066
Allspring Global Investments Holdings, LLC	472,918	$2.7M	0.0%	No change
GraniteShares Advisors LLC	452,287	$2.6M	1.7%	+59,200
Shaker Financial Services, LLC	271,335	$1.6M	0.5%	−187,557
Byrne Asset Management LLC	243,580	$1.4M	0.8%	−38,980
Osaic Holdings, Inc.	239,304	$1.4M	0.0%	+9,860
Bank Of America Corp /de/	192,622	$1.1M	0.0%	−305
Kestra Advisory Services, LLC	182,161	$1.1M	0.0%	+3,661
International Assets Investment Management, LLC	173,043	$1.0M	0.1%	+46,932
Kingsview Wealth Management, LLC	155,207	$898.6K	0.0%	−97,791
Creative Financial Designs Inc /adv	136,845	$792.3K	0.0%	+2,989
Cetera Investment Advisers	124,683	$721.9K	0.0%	−58,160
Wolverine Asset Management LLC	116,449	$674.2K	0.0%	−1,630
Royal Bank Of Canada	103,011	$596.0K	0.0%	+34,848
Baird Financial Group, Inc.	88,730	$513.7K	0.0%	−1,798
NewEdge Advisors, LLC	87,259	$505.2K	0.0%	−4,500
Beacon Pointe Advisors, LLC	80,695	$467.2K	0.0%	New
Encompass More Asset Management	78,581	$455.0K	0.1%	−10,258
Koshinski Asset Management, Inc.	63,825	$369.5K	0.0%	−12,000

13F reports cover disclosed long positions in U.S. stocks only.

SEC filer profile

How FRANKLIN LTD DURATION INCOME TRUST is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

Name on EDGARFRANKLIN LTD DURATION INCOME TRUST¹
CIK0001233087
Incorporated inFlorida¹
Fiscal year endsDecember 31¹
Business addressOne Franklin Parkway, San Mateo, CA 94403-1906¹
Phone650-312-2000¹
On EDGAR sinceMay 23, 2003¹
Filings552 in all: 3 (67), 40-17F2 (62), SC 13G/A (55), 4 (33), N-Q (28), NPORT-P (28), N-CSR (24), 40-17G (23)¹
All 52 form types
DEF 14A (23), N-CSRS (23), N-PX (23), DEFA14A (16), NSAR-A (15), NSAR-B (14), 4/A (11), CORRESP (10), SC 13G (10), N-2/A (9), SC 13D/A (9), N-CEN (8), 497AD (5), DFAN14A (5), N-2 (4), 497 (3), N-CSR/A (3), NPORT-P/A (3), NSAR-B/A (3), POS EX (3), SC 13D (3), EFFECT (2), N-23C-2 (2), PRE 14A (2), PRRN14A (2), SC TO-C (2), SC TO-I/A (2), 40-APP (1), 40-APP/A (1), 424B2 (1), 8-A12B (1), CERTAMX (1), DEFC14A (1), N-2MEF (1), N-8A (1), N-8A/A (1), N-CEN/A (1), NPORT-EX (1), NSAR-BT (1), PREC14A (1), SC TO-I (1), SCHEDULE 13G (1), SCHEDULE 13G/A (1), UPLOAD (1)
Latest filingsProxy statement (DEF 14A) Aug 24, 2026

Sources

The numbers on this page point here. Each one links to the record it came from.

1
SEC EDGARFRANKLIN LTD DURATION INCOME TRUST filings on SEC EDGAR
2
GLEIFFRANKLIN LTD DURATION INCOME TRUST LEI record (P58SM14RY02PYB0IA680)
3
SEC EDGARFRANKLIN LTD DURATION INCOME TRUST filings on SEC EDGAR
4
SEC EDGARSonal Desai, Chief executive officer
5
SEC EDGARMatthew T. Hinkle, Chief executive officer
6
SEC EDGARJennifer M. Johnson, Chief executive officer
7
SEC EDGARChristopher Kings, Chief financial officer
8
SEC EDGARRobert Kubilis, Chief financial officer
9
SEC EDGARGaston R. Gardey, Chief financial officer
10
SEC EDGARBjorn Davis, Chief Compliance Officer
11
SEC EDGARAlexander Kymn, VP & Assistant Secretary
12
SEC EDGARChristine M. Debevec, VP & Assistant Secretary
13
SEC EDGARGeorge P. Hoyt, VP & Assistant Secretary
14
SEC EDGARHarris Goldblat, VP & Assistant Secretary
15
SEC EDGAROliveira Marc De, VP & Assistant Secretary
16
SEC EDGARTara E. Gormel, VP & Assistant Secretary
17
SEC EDGARTed P. Becker, Chief Compliance Officer
18
SEC EDGARSusan Kerr, VP - AML Compliance
19
SEC EDGARRobert Lim, VP - AML Compliance
20
SEC EDGARNavid J. Tofigh, VP and Assistant Secretary
21
SEC EDGARKimberly H. Novotny, VP & Assistant Secretary
22
SEC EDGARAlison E. Baur, VP & Asst. Secretary
23
SEC EDGARBreda Beckerle, VP & Interim CCO
24
SEC EDGARSelena Lee Holmes, VP AML Compliance
25
SEC EDGARLori A. Weber, VP & Assisstant Secretary
26
SEC EDGARAliya S. Gordon, V.P. & Assistant Secretary
27
SEC EDGAREdward L. Geary, Vice President
28
SEC EDGARRobert C. Rosselot, VP and Asst. Secretary
29
SEC EDGARSteven J. Gray, VP and Asst. Secretary
30
SEC EDGARKaren L. Skidmore, Vice President &Asst. Secretar
31
SEC EDGARMary C. Choksi, Board member
32
SEC EDGARJohn B. Wilson, Board member
33
SEC EDGARMorgan Stanley SCHEDULE 13G/A on FRANKLIN LTD DURATION INCOME TRUST
34
SEC EDGARSIT INVESTMENT ASSOCIATES INC SC 13G/A on FRANKLIN LTD DURATION INCOME TRUST
35
SEC EDGARFIRST TRUST PORTFOLIOS LP SC 13G/A on FRANKLIN LTD DURATION INCOME TRUST