FTF on NYSE

FRANKLIN LTD DURATION INCOME TRUST

Trust registered in the United States, based in San Mateo, active since 2003.

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Last updated Oct 18, 2026.

Overview

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TickerFTF on NYSE
HeadquartersSan Mateo, United States
Incorporated inFL²
Business addressOne Franklin Parkway, San Mateo, Ca 94403-1906²

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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, 2019³
Chief executive officerMatthew T. Hinkle Jun 1, 2017 to Jun 1, 2017⁴
Chief executive officerJennifer M. Johnson Dec 9, 2008 to Dec 9, 2008⁵
Chief financial officerChristopher Kings Jan 3, 2022 to Jan 3, 2022⁶
Chief financial officerRobert Kubilis Dec 31, 2020 to Dec 31, 2020⁷
Chief financial officerGaston R. Gardey Feb 26, 2009 to Feb 26, 2009⁸

Board members and other officers (23)

Chief Compliance OfficerBjorn Davis Oct 23, 2024 to Oct 23, 2024⁹
VP & Assistant SecretaryAlexander Kymn Jun 1, 2023 to Jun 1, 2023¹⁰
VP & Assistant SecretaryChristine M. Debevec Jun 1, 2023 to Jun 1, 2023¹¹
VP & Assistant SecretaryGeorge P. Hoyt Jun 1, 2023 to Jun 1, 2023¹²
VP & Assistant SecretaryHarris Goldblat Jun 1, 2023 to Jun 1, 2023¹³
VP & Assistant SecretaryOliveira Marc De Jun 1, 2023 to Jun 1, 2023¹⁴
VP & Assistant SecretaryTara E. Gormel Jun 1, 2023 to Jun 1, 2023¹⁵
Chief Compliance OfficerTed P. Becker Jun 1, 2023 to Jun 1, 2023¹⁶
VP - AML ComplianceSusan Kerr Aug 5, 2021 to Aug 5, 2021¹⁷
VP - AML ComplianceRobert Lim May 26, 2016 to May 26, 2016¹⁸
VP and Assistant SecretaryNavid J. Tofigh Nov 9, 2015 to Nov 9, 2015¹⁹
VP & Assistant SecretaryKimberly H. Novotny Mar 4, 2013 to Mar 4, 2013²⁰
VP & Asst. SecretaryAlison E. Baur Apr 30, 2012 to Apr 30, 2012²¹
VP & Interim CCOBreda Beckerle May 29, 2012 to May 29, 2012²²
VP AML ComplianceSelena Lee Holmes May 29, 2012 to May 29, 2012²³
VP & Assisstant SecretaryLori A. Weber May 23, 2011 to May 23, 2011²⁴
V.P. & Assistant SecretaryAliya S. Gordon Mar 2, 2009 to Mar 2, 2009²⁵
Vice PresidentEdward L. Geary Mar 2, 2009 to Mar 2, 2009²⁶
VP and Asst. SecretaryRobert C. Rosselot Aug 3, 2009 to Aug 3, 2009²⁷
VP and Asst. SecretarySteven J. Gray Aug 3, 2009 to Aug 3, 2009²⁸
Vice President &Asst. SecretarKaren L. Skidmore Mar 20, 2006 to Mar 20, 2006²⁹
Board memberMary C. Choksi Oct 2, 2014 to Oct 2, 2014³⁰
Board memberJohn B. Wilson Feb 7, 2006 to Feb 7, 2006³¹

Former names

FRANKLIN TEMPLETON LTD DURATION INCOME TRUSTFeb 7, 2006 to Jun 27, 2014²
FRANKLIN TEMPLETON LIMITED DURATION INCOME TRUSTJul 22, 2003 to Nov 30, 2005²
FRANKLIN TEMPLETON STRATEGIC INCOME TRUSTMay 23, 2003 to May 27, 2003²

Timeline

Jan 10, 2019New chief executive Sonal Desai becomes CEO³
Jun 1, 2017New chief executive Matthew T. Hinkle becomes CEO⁴
Dec 9, 2008New chief executive Jennifer M. Johnson becomes CEO⁵
May 9, 2003Founded FRANKLIN LTD DURATION INCOME TRUST is founded³²

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 three years, summarized. The full record is on SEC EDGAR.

Insider trades and holders

Large holders

Investors who own more than 5% must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively. 10 such filings since October 2021:

From Forms 4 and Schedules 13D and 13G filed with the SEC.

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.

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