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3 ·Filed Aug 3, 2026

FTF

FRANKLIN LTD DURATION INCOME TRUST
NEUTRAL
Impact 2/10
Horizonimmediate Processed2mo ago SEC0001065134-26-000002
Form 3 — initial insider ownership statement
Actionable Insight • Neutral

This is a routine trustee appointment filing with no trading or financial data. No market-moving implications for FTF. Monitor any future Form 4 filings by the new trustee for insider trading signals.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+20d
FTF ▲ +0.87% at T+20d
NEUTRAL call +0.87% · α vs SPY -0.36% · entry $5.72 → $5.77
Next anchor: T+60d in 4h
Latest observation: T+58 -2.12% FF3 residual α
Entry = T+0 close
Aug 3, 2026
via day close
T+1d
+0.35%
call +0.35% · α -1.45%
$5.74
settled 3mo ago
T+5d
+1.40%
call +1.40% · α -0.63%
$5.80
settled 3mo ago
T+20d
+0.87%
call +0.87% · α -0.36%
$5.77
settled 8w ago
T+60d
Pending
in 4h

Price Chart

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Executive Summary

Ann Torre Bates filed a Form 3 initial beneficial ownership report with the SEC on 2026-08-03, disclosing her appointment as a Trustee of Franklin Ltd Duration Income Trust (FTF). The filing indicates zero beneficial ownership at inception, which is standard for a newly appointed trustee. This is a routine administrative filing with no trading or financial impact.

Key Facts

  • Ann Torre Bates appointed as Trustee of Franklin Ltd Duration Income Trust (FTF)
  • Form 3 filed 2026-08-03, report period 2026-08-01
  • Initial beneficial ownership reported as zero shares

Financial Impact

Not specified

Market Snapshot

Exchange
NYSE

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
3 Filing (Primary)0001065134-26-000002
Document: 0001065134-26-000002-index-headers.html0001065134-26-000002
Document: 0001065134-26-000002-index.html0001065134-26-000002
Document: 0001065134-26-000002.txt0001065134-26-000002

US Market Status

Market Closed — Opens in 5h 2m

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Report published Aug 3, 2026