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FTF

Franklin Limited Duration Income Trust
FTF

56 hedge funds and large institutions have $97.1M invested in Franklin Limited Duration Income Trust in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

20% more capital invested

Capital invested by funds: $80.6M → $97.1M (+$16.4M)

12% more funds holding

Funds holding: 50 → 56 (+6)

2.83% more ownership

Funds ownership: 42.77% → 45.59% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

32% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 22

Holders
56
Holders Change
+6
Holders Change %
+12%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
15
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
+$2.38M
2
Osaic Holdings
Osaic Holdings
Arizona
+$1.77M
3
Citigroup
Citigroup
New York
+$708K
4
SFS
Shaker Financial Services
Virginia
+$574K
5
SIA
Sit Investment Associates
Minnesota
+$569K

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$677K
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$482K
3
GC
Guggenheim Capital
Illinois
-$328K
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$304K
5
FFG
Ford Financial Group
California
-$211K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
26
SeaCrest Wealth Management
New York
$372K -$5.13K -590 -1%
NL
27
NWAM LLC
Washington
$331K -$67K -7,705 -18%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$306K +$119K +13,749 +73%
OC
29
Oppenheimer & Co
New York
$295K +$43.2K +4,970 +19%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$273K -$4.12K -474 -2%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$250K -$200K -22,979 -46%
DADC
32
D.A. Davidson & Co
Montana
$226K – – –
CIA
33
Capital Investment Advisors
Georgia
$222K -$2.17K -250 -1%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$204K -$34.1K -3,919 -15%
SG
35
StoneX Group
New York
$193K +$177K +20,350 New
KAS
36
Kestra Advisory Services
Texas
$171K +$11K +1,261 +7%
Stifel Financial
37
Stifel Financial
Missouri
$143K +$3.78K +435 +3%
CFD
38
Creative Financial Designs
Indiana
$138K -$33.4K -3,838 -21%
RJT
39
Raymond James Trust
Florida
$131K – – –
SPIA
40
Steward Partners Investment Advisory
New York
$111K – – –
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$102K +$31.1K +3,578 +50%
MML Investors Services
42
MML Investors Services
Massachusetts
$100K +$92.4K +10,638 New
Fiera Capital (Canada)
43
Fiera Capital (Canada)
Quebec, Canada
$98K -$41.8K -4,808 -32%
Truist Financial
44
Truist Financial
North Carolina
$97K -$8.34K -960 -8%
SIS
45
Sound Income Strategies
Florida
$57K +$348 +40 +0.7%
IAIM
46
International Assets Investment Management
Florida
$55K +$50.6K +5,819 New
CT
47
Caldwell Trust
Florida
$26.4K – – –
FF
48
FourThought Financial
Florida
$23K +$21.4K +2,463 New
ASN
49
Advisory Services Network
Georgia
$21K +$19.8K +2,274 New
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$8K – – –
1
2
3

FTF Hedge Fund Activity: Q4 2020 in Review

56 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q4 2020, worth a combined $97.1M — up 20% from $80.6M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FTF positions and 5 closed out — a net gain of 6 holders — while 15 added to existing stakes and 22 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $2.38M. The largest seller was Raymond James & Associates, cutting an estimated $677K.

  • 56 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q4 2020, up from 50 in Q3 2020.
  • Funds reported $97.1M of Franklin Limited Duration Income Trust stock for Q4 2020, up 20% quarter-over-quarter.
  • 11 funds opened new Franklin Limited Duration Income Trust positions in Q4 2020 and 5 closed out, a net change of +6 holders.
  • The largest Franklin Limited Duration Income Trust buyer in Q4 2020 was Brinker Capital Investments, an estimated $2.38M added.
  • The largest Franklin Limited Duration Income Trust seller in Q4 2020 was Raymond James & Associates, an estimated $677K sold.

Based on aggregated 13F filings for Q4 2020.