We are live on ! Find out more
FTF

Franklin Limited Duration Income Trust
FTF

81 hedge funds and large institutions have $630M invested in Franklin Limited Duration Income Trust in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

627% more capital invested

Capital invested by funds: $86.6M → $630M (+$543M)

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

13% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 24

4% more funds holding

Funds holding: 78 → 81 (+3)

1.84% more ownership

Funds ownership: 32.13% → 33.97% (+1.8%)

Holders
81
Holders Change
+3
Holders Change %
+3.85%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
27
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$5.35M
2
Morgan Stanley
Morgan Stanley
New York
+$2.66M
3
GA
GraniteShares Advisors
New York
+$2.46M
4
GC
Guggenheim Capital
Illinois
+$1.86M
5
AAM
Advisors Asset Management
Colorado
+$1.59M

Top Sellers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$5.41M
2
SIA
Sit Investment Associates
Minnesota
-$3.19M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
-$935K
4
MC
Matisse Capital
Oregon
-$818K
5
1CP
1607 Capital Partners
Virginia
-$548K
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$595K +$6.05K +918 +1%
SWP
27
Stratos Wealth Partners
Ohio
$536K +$32K +4,850 +6%
YCM
28
Yakira Capital Management
Connecticut
$483K -$395K -59,880 -45%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$432K -$39.3K -5,964 -8%
PIA
30
Powell Investment Advisors
Florida
$368K +$60.2K +9,128 +20%
COLIM
31
City of London Investment Management
United Kingdom
$367K -$212K -32,197 -37%
SWM
32
SeaCrest Wealth Management
New York
$317K +$21.8K +3,310 +7%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$310K -$5.41M -820,163 -95%
AAS
34
Avantax Advisory Services
Texas
$244K +$72.6K +11,011 +43%
CA
35
CoreCap Advisors
Michigan
$237K -$26.4K -4,000 -10%
Brown Advisory
36
Brown Advisory
Maryland
$233K – – –
CFD
37
Creative Financial Designs
Indiana
$221K +$3.08K +467 +1%
MC
38
Moors & Cabot
Massachusetts
$219K – – –
WA
39
Waverly Advisors
Alabama
$190K +$65.7K +9,966 +53%
OC
40
Oppenheimer & Co
New York
$187K -$27.3K -4,146 -13%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$168K +$167K +25,384 New
AW
42
Alteri Wealth
California
$154K +$153K +23,235 New
AWM
43
Apollon Wealth Management
South Carolina
$153K +$152K +23,075 New
AWM
44
Avior Wealth Management
Nebraska
$138K -$18.7K -2,838 -12%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$137K +$136K +20,695 New
MML Investors Services
46
MML Investors Services
Massachusetts
$123K -$283 -43 -0.2%
CL
47
Choreo LLC
Illinois
$118K +$11.5K +1,748 +11%
CIA
48
Capital Investment Advisors
Georgia
$109K – – –
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$107K – – –
BC
50
Barrett & Company
Rhode Island
$103K – – –
1
2
3 4

FTF Hedge Fund Activity: Q4 2024 in Review

81 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q4 2024, worth a combined $630M — up 627% from $86.6M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FTF positions and 10 closed out — a net gain of 6 holders — while 27 added to existing stakes and 24 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.35M. The largest seller was Cetera Investment Advisers, cutting an estimated $5.41M.

  • 81 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q4 2024, up from 78 in Q3 2024.
  • Funds reported $630M of Franklin Limited Duration Income Trust stock for Q4 2024, up 627% quarter-over-quarter.
  • 16 funds opened new Franklin Limited Duration Income Trust positions in Q4 2024 and 10 closed out, a net change of +6 holders.
  • The largest Franklin Limited Duration Income Trust buyer in Q4 2024 was LPL Financial, an estimated $5.35M added.
  • The largest Franklin Limited Duration Income Trust seller in Q4 2024 was Cetera Investment Advisers, an estimated $5.41M sold.

Based on aggregated 13F filings for Q4 2024.