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FTF

Franklin Limited Duration Income Trust
FTF

86 hedge funds and large institutions have $85.7M invested in Franklin Limited Duration Income Trust in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 15 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership: →

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding: →

53% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 15

Holders
86
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
+$2.29M
2
+$1.72M
3
+$1.05M
4
KWM
Kingsview Wealth Management
Oregon
+$777K
5
LPL Financial
LPL Financial
California
+$298K

Top Sellers

Rank Fund Capital Flow
1
-$2.08M
2
-$1.68M
3
-$1.34M
4
GC
Guggenheim Capital
Illinois
-$1.19M
5
WAM
Wolverine Asset Management
Illinois
-$834K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.8M
LPL Financial
2
LPL Financial
California
$9.07M
PCM
3
Penserra Capital Management
California
$6.42M
AAM
4
Advisors Asset Management
Colorado
$6.12M
Wells Fargo
5
Wells Fargo
California
$4.36M
Invesco
6
Invesco
Georgia
$4.03M
GC
7
Guggenheim Capital
Illinois
$3.59M
Pathstone Holdings
8
Pathstone Holdings
New Jersey
$2.79M
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$2.76M
SFS
10
Shaker Financial Services
Virginia
$2.68M
GA
11
GraniteShares Advisors
New York
$2.29M
BAM
12
Byrne Asset Management
New Jersey
$1.65M
KWM
13
Kingsview Wealth Management
Oregon
$1.47M
Osaic Holdings
14
Osaic Holdings
Arizona
$1.34M
AIA
15
Absolute Investment Advisers
Florida
$1.25M
Bank of America
16
Bank of America
North Carolina
$1.12M
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.07M
KAS
18
Kestra Advisory Services
Texas
$1.04M
CFD
19
Creative Financial Designs
Indiana
$780K
QL
20
Quarry LP
New York
$746K
IAIM
21
International Assets Investment Management
Florida
$736K
WAM
22
Wolverine Asset Management
Illinois
$688K
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$589K
NA
24
NewEdge Advisors
Louisiana
$535K
Baird Financial Group
25
Baird Financial Group
Wisconsin
$528K
1
2 3 4 5

FTF Hedge Fund Activity: Q1 2026 in Review

86 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q1 2026, worth a combined $85.7M — down 9.3% from $94.5M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of FTF and 7 opened new positions — a net loss of 8 holders — while 29 trimmed existing stakes and 30 added.

The largest buyer was Penserra Capital Management, adding an estimated $2.29M. The largest seller was Pathstone Holdings, cutting an estimated $2.08M.

  • 86 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q1 2026, down from 98 in Q4 2025.
  • Funds reported $85.7M of Franklin Limited Duration Income Trust stock for Q1 2026, down 9.3% quarter-over-quarter.
  • 7 funds opened new Franklin Limited Duration Income Trust positions in Q1 2026 and 15 closed out, a net change of -8 holders.
  • The largest Franklin Limited Duration Income Trust buyer in Q1 2026 was Penserra Capital Management, an estimated $2.29M added.
  • The largest Franklin Limited Duration Income Trust seller in Q1 2026 was Pathstone Holdings, an estimated $2.08M sold.

Based on aggregated 13F filings for Q1 2026.