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FTF

Franklin Limited Duration Income Trust
FTF

58 hedge funds and large institutions have $79.2M invested in Franklin Limited Duration Income Trust in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

4% more funds holding

Funds holding: 56 → 58 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7.45% less ownership

Funds ownership: 45.59% → 38.14% (-7.5%)

16% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 19

18% less capital invested

Capital invested by funds: $97.1M → $79.2M (-$17.8M)

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
16
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MML Investors Services
MML Investors Services
Massachusetts
+$349K
2
SFS
Sowell Financial Services
Arkansas
+$264K
3
WS
Wedbush Securities
California
+$202K
4
SCP
Shorepoint Capital Partners
Massachusetts
+$187K
5
SG
StoneX Group
New York
+$134K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$9.06M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$1.9M
3
Invesco
Invesco
Georgia
-$943K
4
LPL Financial
LPL Financial
California
-$937K
5
Citigroup
Citigroup
New York
-$768K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$283K +$17.5K +1,871 +6%
Wells Fargo
27
Wells Fargo
California
$273K -$346K -37,028 -55%
SFS
28
Sowell Financial Services
Arkansas
$263K +$264K +28,293 New
DADC
29
D.A. Davidson & Co
Montana
$235K – – –
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$222K -$21.9K -2,339 -9%
CIA
31
Capital Investment Advisors
Georgia
$217K – – –
WS
32
Wedbush Securities
California
$199K +$202K +21,630 New
NL
33
NWAM LLC
Washington
$191K -$134K -14,338 -41%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$187K -$13K -1,393 -6%
SCP
35
Shorepoint Capital Partners
Massachusetts
$184K +$187K +20,000 New
KAS
36
Kestra Advisory Services
Texas
$181K +$13.2K +1,409 +8%
CFD
37
Creative Financial Designs
Indiana
$137K +$2.41K +258 +2%
RJT
38
Raymond James Trust
Florida
$128K – – –
Stifel Financial
39
Stifel Financial
Missouri
$123K -$17.1K -1,831 -12%
SPIA
40
Steward Partners Investment Advisory
New York
$108K – – –
Jane Street
41
Jane Street
New York
$102K +$104K +11,149 New
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$99K – – –
Truist Financial
43
Truist Financial
North Carolina
$92K -$3.23K -346 -3%
SIS
44
Sound Income Strategies
Florida
$55.9K +$374 +40 +0.7%
IAIM
45
International Assets Investment Management
Florida
$55K – – –
CT
46
Caldwell Trust
Florida
$25.7K – – –
FF
47
FourThought Financial
Florida
$22K – – –
SWM
48
Spire Wealth Management
Virginia
$18K +$18.4K +1,966 New
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$17K +$17.1K +1,825 New
HNB
50
Huntington National Bank
Ohio
$9K +$9.44K +1,010 New
1
2
3

FTF Hedge Fund Activity: Q1 2021 in Review

58 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q1 2021, worth a combined $79.2M — down 18% from $97.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FTF positions and 8 closed out — a net gain of 2 holders — while 16 added to existing stakes and 19 trimmed.

The largest buyer was MML Investors Services, adding an estimated $349K. The largest seller was Sit Investment Associates, cutting an estimated $9.06M.

  • 58 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q1 2021, up from 56 in Q4 2020.
  • Funds reported $79.2M of Franklin Limited Duration Income Trust stock for Q1 2021, down 18% quarter-over-quarter.
  • 10 funds opened new Franklin Limited Duration Income Trust positions in Q1 2021 and 8 closed out, a net change of +2 holders.
  • The largest Franklin Limited Duration Income Trust buyer in Q1 2021 was MML Investors Services, an estimated $349K added.
  • The largest Franklin Limited Duration Income Trust seller in Q1 2021 was Sit Investment Associates, an estimated $9.06M sold.

Based on aggregated 13F filings for Q1 2021.