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FTF

Franklin Limited Duration Income Trust
FTF

59 hedge funds and large institutions have $34.5M invested in Franklin Limited Duration Income Trust in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

7% more funds holding

Funds holding: 55 → 59 (+4)

2.34% less ownership

Funds ownership: 19.41% → 17.07% (-2.3%)

14% less capital invested

Capital invested by funds: $40M → $34.5M (-$5.45M)

Holders
59
Holders Change
+4
Holders Change %
+7.27%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
20
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$1.7M
2
NA
NewEdge Advisors
Louisiana
+$1.55M
3
SFS
Shaker Financial Services
Virginia
+$702K
4
Invesco
Invesco
Georgia
+$661K
5
UBS Group
UBS Group
Switzerland
+$428K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$7.5M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$1.83M
3
TSS
Two Sigma Securities
New York
-$191K
4
Ameriprise
Ameriprise
Minnesota
-$146K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$102K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
26
Capital Investment Advisors
Georgia
$211K -$766 -85 -0.4%
Truist Financial
27
Truist Financial
North Carolina
$194K +$193K +21,372 New
DA
28
Detalus Advisors
Missouri
$190K +$188K +20,884 New
CAN
29
Cetera Advisor Networks
California
$183K -$1.15K -128 -0.6%
CA
30
CoreCap Advisors
Michigan
$182K +$181K +20,050 New
AWM
31
AE Wealth Management
Kansas
$176K -$86.6K -9,615 -33%
TFA
32
Teamwork Financial Advisors
Texas
$171K -$86.6K -9,615 -34%
SG
33
StoneX Group
New York
$171K +$168K +18,645 New
DADC
34
D.A. Davidson & Co
Montana
$165K – – –
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$136K +$2.91K +323 +2%
EM
36
ELCO Management
New York
$132K +$131K +14,500 New
Nomura Holdings
37
Nomura Holdings
Japan
$127K +$126K +14,000 New
Wells Fargo
38
Wells Fargo
California
$125K -$22.5K -2,499 -15%
Stifel Financial
39
Stifel Financial
Missouri
$123K +$1.2K +133 +1%
CFD
40
Creative Financial Designs
Indiana
$122K +$2.04K +226 +2%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$111K -$77.4K -8,589 -41%
Lazard Asset Management
42
Lazard Asset Management
New York
$109K – – –
GP
43
Geneva Partners
Wisconsin
$100K +$99.1K +10,992 New
KAS
44
Kestra Advisory Services
Texas
$95K -$76.1K -8,449 -45%
PAG
45
Private Advisor Group
New Jersey
$95K – – –
IFG
46
Independent Financial Group
California
$91.5K +$90.7K +10,067 New
WS
47
Wedbush Securities
California
$91K -$11.4K -1,268 -11%
SPIA
48
Steward Partners Investment Advisory
New York
$61K – – –
SIS
49
Sound Income Strategies
Florida
$56K +$387 +43 +0.7%
HNWAG
50
High Net Worth Advisory Group
Florida
$53K +$52.9K +5,872 New
1
2
3

FTF Hedge Fund Activity: Q4 2021 in Review

59 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q4 2021, worth a combined $34.5M — down 14% from $40M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FTF positions and 7 closed out — a net gain of 5 holders — while 20 added to existing stakes and 18 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $1.7M. The largest seller was Sit Investment Associates, cutting an estimated $7.5M.

  • 59 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q4 2021, up from 55 in Q3 2021.
  • Funds reported $34.5M of Franklin Limited Duration Income Trust stock for Q4 2021, down 14% quarter-over-quarter.
  • 12 funds opened new Franklin Limited Duration Income Trust positions in Q4 2021 and 7 closed out, a net change of +5 holders.
  • The largest Franklin Limited Duration Income Trust buyer in Q4 2021 was Raymond James & Associates, an estimated $1.7M added.
  • The largest Franklin Limited Duration Income Trust seller in Q4 2021 was Sit Investment Associates, an estimated $7.5M sold.

Based on aggregated 13F filings for Q4 2021.