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FTF

Franklin Limited Duration Income Trust
FTF

81 hedge funds and large institutions have $81.1M invested in Franklin Limited Duration Income Trust in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 22 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 22

1% more capital invested

Capital invested by funds: $80.6M → $81.1M (+$519K)

0.32% more ownership

Funds ownership: 57.77% → 58.1% (+0.32%)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 83 → 81 (-2)

Holders
81
Holders Change
-2
Holders Change %
-2.41%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
30
Reduced
22
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$3.98M
2
OPS
Orion Portfolio Solutions
Nebraska
+$2.83M
3
SFS
Shaker Financial Services
Virginia
+$1.73M
4
GA
GraniteShares Advisors
New York
+$1.45M
5
Morgan Stanley
Morgan Stanley
New York
+$1.22M

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$6.5M
2
RCM
Rivernorth Capital Management
Florida
-$5.15M
3
Invesco
Invesco
Georgia
-$504K
4
UBS Group
UBS Group
Switzerland
-$368K
5
1CP
1607 Capital Partners
Virginia
-$325K
Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
26
B. Riley Wealth Advisors
Florida
$457K +$70K +11,010 +17%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$447K +$300K +47,180 +187%
RJA
28
Raymond James & Associates
Florida
$377K -$169K -26,653 -30%
WP
29
Woodline Partners
California
$340K – – –
SWM
30
SeaCrest Wealth Management
New York
$298K +$15.8K +2,488 +5%
HighTower Advisors
31
HighTower Advisors
Illinois
$288K -$8.34K -1,312 -3%
LCM
32
Landscape Capital Management
New Jersey
$277K +$74.6K +11,727 +35%
LPL Financial
33
LPL Financial
California
$267K +$2.98K +468 +1%
ACM
34
Arlington Capital Management
Illinois
$254K +$261K +41,046 New
OC
35
Oppenheimer & Co
New York
$218K -$916 -144 -0.4%
CF
36
Centaurus Financial
California
$188K -$40.3K -6,343 -17%
CFD
37
Creative Financial Designs
Indiana
$183K +$3.04K +478 +2%
SFS
38
Sowell Financial Services
Arkansas
$174K +$179K +28,193 New
9WM
39
9258 Wealth Management
Ohio
$167K -$146 -23 -0.1%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$166K +$3.71K +584 +2%
WS
41
Wedbush Securities
California
$163K +$49.6K +7,800 +42%
CL
42
CSS LLC
Illinois
$162K +$1.57K +247 +1%
Wells Fargo
43
Wells Fargo
California
$158K – – –
DA
44
Detalus Advisors
Missouri
$156K +$712 +112 +0.4%
Brown Advisory
45
Brown Advisory
Maryland
$155K – – –
EM
46
ELCO Management
New York
$155K -$19.1K -3,000 -11%
BC
47
Barrett & Company
Rhode Island
$149K – – –
CAN
48
Cetera Advisor Networks
California
$127K -$3.86K -607 -3%
CIA
49
Capital Investment Advisors
Georgia
$126K – – –
AWM
50
AE Wealth Management
Kansas
$124K -$11.5K -1,810 -8%
1
2
3 4

FTF Hedge Fund Activity: Q1 2023 in Review

81 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q1 2023, worth a combined $81.1M — up 0.64% from $80.6M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of FTF and 14 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 30 added.

The largest buyer was Bank of America, adding an estimated $3.98M. The largest seller was Sit Investment Associates, cutting an estimated $6.5M.

  • 81 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q1 2023, down from 83 in Q4 2022.
  • Funds reported $81.1M of Franklin Limited Duration Income Trust stock for Q1 2023, up 0.64% quarter-over-quarter.
  • 14 funds opened new Franklin Limited Duration Income Trust positions in Q1 2023 and 15 closed out, a net change of -1 holder.
  • The largest Franklin Limited Duration Income Trust buyer in Q1 2023 was Bank of America, an estimated $3.98M added.
  • The largest Franklin Limited Duration Income Trust seller in Q1 2023 was Sit Investment Associates, an estimated $6.5M sold.

Based on aggregated 13F filings for Q1 2023.