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FTF

Franklin Limited Duration Income Trust
FTF

55 hedge funds and large institutions have $40M invested in Franklin Limited Duration Income Trust in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

0% more funds holding

Funds holding: 55 → 55 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

6.63% less ownership

Funds ownership: 26.04% → 19.41% (-6.6%)

27% less capital invested

Capital invested by funds: $54.5M → $40M (-$14.5M)

Holders
55
Holders Change
–
Holders Change %
0%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
26
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$1.87M
2
GC
Guggenheim Capital
Illinois
+$506K
3
UBS Group
UBS Group
Switzerland
+$273K
4
MAFM
Mid Atlantic Financial Management
Pennsylvania
+$223K
5
TSS
Two Sigma Securities
New York
+$195K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$14.9M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.22M
3
SG
StoneX Group
New York
-$768K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$263K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$177K
Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
26
Teamwork Financial Advisors
Texas
$258K +$9.06K +976 +4%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$230K +$22K +2,368 +10%
CIA
28
Capital Investment Advisors
Georgia
$212K – – –
TSS
29
Two Sigma Securities
New York
$191K +$195K +21,047 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$189K +$1.22K +131 +0.6%
CAN
31
Cetera Advisor Networks
California
$184K +$42.3K +4,556 +29%
DADC
32
D.A. Davidson & Co
Montana
$179K -$32.5K -3,500 -15%
KAS
33
Kestra Advisory Services
Texas
$172K +$2.37K +255 +1%
Wells Fargo
34
Wells Fargo
California
$148K -$134K -14,473 -47%
Ameriprise
35
Ameriprise
Minnesota
$146K +$149K +16,050 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$133K +$35.3K +3,800 +35%
Stifel Financial
37
Stifel Financial
Missouri
$121K +$1.18K +127 +1%
CFD
38
Creative Financial Designs
Indiana
$120K +$2K +215 +2%
Lazard Asset Management
39
Lazard Asset Management
New York
$109K – – –
SLWA
40
San Luis Wealth Advisors
California
$108K +$110K +11,840 New
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$102K -$177K -19,119 -63%
WS
42
Wedbush Securities
California
$102K -$97K -10,447 -48%
PAG
43
Private Advisor Group
New Jersey
$95K – – –
CAG
44
Csenge Advisory Group
Florida
$92K +$94.1K +10,133 New
AF
45
Allworth Financial
California
$63K +$1.48K +159 +2%
SPIA
46
Steward Partners Investment Advisory
New York
$61K -$19.8K -2,136 -24%
SIS
47
Sound Income Strategies
Florida
$56K +$381 +41 +0.7%
CT
48
Caldwell Trust
Florida
$25.5K – – –
FF
49
FourThought Financial
Florida
$22K – – –
SWM
50
Spire Wealth Management
Virginia
$18K – – –
1
2
3

FTF Hedge Fund Activity: Q3 2021 in Review

55 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q3 2021, worth a combined $40M — down 27% from $54.5M a quarter earlier.

Fund positioning in FTF was balanced in Q3 2021: 7 funds opened new positions, 7 closed out, 26 added to existing stakes and 14 trimmed.

The largest buyer was Koshinski Asset Management, opening a new position worth an estimated $1.87M. The largest seller was Sit Investment Associates, cutting an estimated $14.9M.

  • 55 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $40M of Franklin Limited Duration Income Trust stock for Q3 2021, down 27% quarter-over-quarter.
  • 7 funds opened new Franklin Limited Duration Income Trust positions in Q3 2021 and 7 closed out, a net change of 0 holders.
  • The largest Franklin Limited Duration Income Trust buyer in Q3 2021 was Koshinski Asset Management, an estimated $1.87M added.
  • The largest Franklin Limited Duration Income Trust seller in Q3 2021 was Sit Investment Associates, an estimated $14.9M sold.

Based on aggregated 13F filings for Q3 2021.