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FTF

Franklin Limited Duration Income Trust
FTF

72 hedge funds and large institutions have $90.5M invested in Franklin Limited Duration Income Trust in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

162% more capital invested

Capital invested by funds: $34.5M → $90.5M (+$55.9M)

38% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 16

35.72% more ownership

Funds ownership: 17.07% → 52.79% (+36%)

22% more funds holding

Funds holding: 59 → 72 (+13)

Holders
72
Holders Change
+13
Holders Change %
+22.03%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
22
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$38.3M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$8.65M
3
CCP
Clough Capital Partners
Massachusetts
+$3.62M
4
RJA
Raymond James & Associates
Florida
+$2.42M
5
YCM
Yakira Capital Management
Connecticut
+$2.39M

Top Sellers

Rank Fund Capital Flow
1
SFS
Sowell Financial Services
Arkansas
-$494K
2
SFS
Shaker Financial Services
Virginia
-$491K
3
OPS
Orion Portfolio Solutions
Nebraska
-$195K
4
SG
StoneX Group
New York
-$171K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$155K
Name Holding Trade Value Shares
Change 		Change in
Stake
MIG
26
Mariner Investment Group
New York
$337K +$356K +44,509 New
SWM
27
SeaCrest Wealth Management
New York
$333K +$54.9K +6,876 +19%
LPL Financial
28
LPL Financial
California
$328K +$12.5K +1,561 +4%
9WM
29
9258 Wealth Management
Ohio
$293K -$31.8K -3,977 -9%
CA
30
CoreCap Advisors
Michigan
$245K +$98.2K +12,300 +61%
OC
31
Oppenheimer & Co
New York
$243K -$32.7K -4,094 -11%
LA
32
Lifeworks Advisors
Michigan
$231K +$243K +30,480 New
SLWA
33
San Luis Wealth Advisors
California
$230K – – –
EM
34
ELCO Management
New York
$220K +$116K +14,500 +100%
DA
35
Detalus Advisors
Missouri
$204K +$48.6K +6,079 +29%
WAM
36
Wolverine Asset Management
Illinois
$204K +$216K +27,040 New
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$200K -$9.98K -1,250 -5%
AWM
38
AE Wealth Management
Kansas
$188K +$43.7K +5,477 +28%
CL
39
CSS LLC
Illinois
$180K +$190K +23,771 New
CIA
40
Capital Investment Advisors
Georgia
$176K – – –
MML Investors Services
41
MML Investors Services
Massachusetts
$164K -$47.3K -5,928 -21%
Truist Financial
42
Truist Financial
North Carolina
$160K -$1.58K -198 -0.9%
CFD
43
Creative Financial Designs
Indiana
$154K +$54.5K +6,829 +51%
DADC
44
D.A. Davidson & Co
Montana
$149K – – –
CAN
45
Cetera Advisor Networks
California
$148K -$4.26K -533 -3%
SFS
46
Shaker Financial Services
Virginia
$124K -$491K -61,465 -79%
Brown Advisory
47
Brown Advisory
Maryland
$114K +$120K +15,000 New
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$110K -$155K -19,402 -57%
Wells Fargo
49
Wells Fargo
California
$104K -$8 -1 -0%
SPIA
50
Steward Partners Investment Advisory
New York
$103K +$55.4K +6,938 +104%
1
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FTF Hedge Fund Activity: Q1 2022 in Review

72 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q1 2022, worth a combined $90.5M — up 162% from $34.5M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FTF positions and 8 closed out — a net gain of 14 holders — while 22 added to existing stakes and 16 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $38.3M. The largest seller was Sowell Financial Services, exiting entirely with an estimated $494K sold.

  • 72 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q1 2022, up from 59 in Q4 2021.
  • Funds reported $90.5M of Franklin Limited Duration Income Trust stock for Q1 2022, up 162% quarter-over-quarter.
  • 22 funds opened new Franklin Limited Duration Income Trust positions in Q1 2022 and 8 closed out, a net change of +14 holders.
  • The largest Franklin Limited Duration Income Trust buyer in Q1 2022 was Sit Investment Associates, an estimated $38.3M added.
  • The largest Franklin Limited Duration Income Trust seller in Q1 2022 was Sowell Financial Services, an estimated $494K sold.

Based on aggregated 13F filings for Q1 2022.