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FTF

Franklin Limited Duration Income Trust
FTF

75 hedge funds and large institutions have $88.1M invested in Franklin Limited Duration Income Trust in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $81.1M → $88.1M (+$6.96M)

4.72% more ownership

Funds ownership: 58.1% → 62.82% (+4.7%)

7% less funds holding

Funds holding: 81 → 75 (-6)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

42% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 31

Holders
75
Holders Change
-6
Holders Change %
-7.41%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
18
Reduced
31
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TJHA
Thomas J. Herzfeld Advisors
Florida
+$4.61M
2
Morgan Stanley
Morgan Stanley
New York
+$2.9M
3
BCI
Brinker Capital Investments
Pennsylvania
+$2.66M
4
OPS
Orion Portfolio Solutions
Nebraska
+$2.66M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$790K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$4.23M
2
WAM
Wolverine Asset Management
Illinois
-$989K
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$434K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$375K
5
GC
Guggenheim Capital
Illinois
-$348K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$465K -$126K -20,462 -21%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$451K +$4.02K +650 +0.9%
LSC
28
Logan Stone Capital
Illinois
$446K -$303K -48,950 -40%
HighTower Advisors
29
HighTower Advisors
Illinois
$382K +$87.1K +14,090 +30%
Lazard Asset Management
30
Lazard Asset Management
New York
$370K – – –
RJA
31
Raymond James & Associates
Florida
$347K -$30.1K -4,866 -8%
SWM
32
SeaCrest Wealth Management
New York
$297K -$1.22K -197 -0.4%
LCM
33
Landscape Capital Management
New Jersey
$267K -$10.3K -1,670 -4%
LPL Financial
34
LPL Financial
California
$242K -$25.6K -4,149 -10%
OC
35
Oppenheimer & Co
New York
$206K -$11.6K -1,870 -5%
CA
36
CoreCap Advisors
Michigan
$205K +$205K +33,247 New
CFD
37
Creative Financial Designs
Indiana
$186K +$3.08K +499 +2%
9WM
38
9258 Wealth Management
Ohio
$168K +$1.1K +178 +0.7%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$165K -$952 -154 -0.6%
WS
40
Wedbush Securities
California
$163K – – –
Brown Advisory
41
Brown Advisory
Maryland
$155K – – –
EM
42
ELCO Management
New York
$155K – – –
Wells Fargo
43
Wells Fargo
California
$151K -$6.38K -1,032 -4%
CF
44
Centaurus Financial
California
$147K -$40.2K -6,497 -21%
CL
45
CSS LLC
Illinois
$141K -$20.8K -3,358 -13%
BC
46
Barrett & Company
Rhode Island
$135K -$14.2K -2,300 -10%
DA
47
Detalus Advisors
Missouri
$133K -$22.2K -3,595 -14%
MC
48
Moors & Cabot
Massachusetts
$133K +$133K +21,500 New
CAN
49
Cetera Advisor Networks
California
$127K – – –
AWM
50
AE Wealth Management
Kansas
$124K – – –
1
2
3 4

FTF Hedge Fund Activity: Q2 2023 in Review

75 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q2 2023, worth a combined $88.1M — up 8.6% from $81.1M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of FTF and 8 opened new positions — a net loss of 5 holders — while 31 trimmed existing stakes and 18 added.

The largest buyer was Thomas J. Herzfeld Advisors, opening a new position worth an estimated $4.61M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $4.23M sold.

  • 75 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q2 2023, down from 81 in Q1 2023.
  • Funds reported $88.1M of Franklin Limited Duration Income Trust stock for Q2 2023, up 8.6% quarter-over-quarter.
  • 8 funds opened new Franklin Limited Duration Income Trust positions in Q2 2023 and 13 closed out, a net change of -5 holders.
  • The largest Franklin Limited Duration Income Trust buyer in Q2 2023 was Thomas J. Herzfeld Advisors, an estimated $4.61M added.
  • The largest Franklin Limited Duration Income Trust seller in Q2 2023 was Rivernorth Capital Management, an estimated $4.23M sold.

Based on aggregated 13F filings for Q2 2023.