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FTF

Franklin Limited Duration Income Trust
FTF

80 hedge funds and large institutions have $90.6M invested in Franklin Limited Duration Income Trust in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

20% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 25

0.7% more ownership

Funds ownership: 33.97% → 34.67% (+0.7%)

1% less funds holding

Funds holding: 81 → 80 (-1)

86% less capital invested

Capital invested by funds: $630M → $90.6M (-$539M)

Holders
80
Holders Change
-1
Holders Change %
-1.23%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
30
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$4.67M
2
Morgan Stanley
Morgan Stanley
New York
+$3.49M
3
AAM
Advisors Asset Management
Colorado
+$1.98M
4
GC
Guggenheim Capital
Illinois
+$781K
5
RAM
Readystate Asset Management
Illinois
+$706K

Top Sellers

Rank Fund Capital Flow
1
Pathstone Holdings
Pathstone Holdings
New Jersey
-$5.48M
2
SIA
Sit Investment Associates
Minnesota
-$1.91M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
-$1.79M
4
PCM
Penserra Capital Management
California
-$782K
5
1CP
1607 Capital Partners
Virginia
-$698K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$487K +$189K +28,657 +61%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$470K +$372K +56,612 +349%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$446K +$26K +3,959 +6%
IA
29
Integrity Alliance
Iowa
$423K +$431K +65,554 New
PIA
30
Powell Investment Advisors
Florida
$360K +$1.7K +259 +0.5%
CA
31
CoreCap Advisors
Michigan
$231K – – –
AAS
32
Avantax Advisory Services
Texas
$229K -$9.29K -1,412 -4%
Brown Advisory
33
Brown Advisory
Maryland
$227K – – –
SWM
34
SeaCrest Wealth Management
New York
$222K -$88.8K -13,506 -28%
CFD
35
Creative Financial Designs
Indiana
$218K +$3.14K +477 +1%
MC
36
Moors & Cabot
Massachusetts
$213K – – –
COLIM
37
City of London Investment Management
United Kingdom
$212K -$148K -22,500 -41%
BlackRock
38
BlackRock
New York
$194K +$198K +30,044 New
OC
39
Oppenheimer & Co
New York
$190K +$7.3K +1,110 +4%
GWM
40
Geneos Wealth Management
Colorado
$177K +$74.9K +11,391 +893%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$175K +$42.4K +6,442 +31%
SFS
42
Sowell Financial Services
Arkansas
$159K +$162K +24,613 New
AW
43
Alteri Wealth
California
$154K +$3.95K +600 +3%
YCM
44
Yakira Capital Management
Connecticut
$150K -$327K -49,701 -68%
AWM
45
Apollon Wealth Management
South Carolina
$149K – – –
WA
46
Waverly Advisors
Alabama
$148K -$38K -5,773 -20%
CL
47
Choreo LLC
Illinois
$145K +$29.1K +4,420 +25%
AIS
48
Accredited Investor Services
Minnesota
$137K +$140K +21,243 New
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$122K -$42.3K -6,435 -25%
MFG
50
Merit Financial Group
Georgia
$118K +$120K +18,231 New
1
2
3 4

FTF Hedge Fund Activity: Q1 2025 in Review

80 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q1 2025, worth a combined $90.6M — down 86% from $630M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FTF positions and 8 closed out — a net gain of 2 holders — while 30 added to existing stakes and 25 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.67M. The largest seller was Pathstone Holdings, cutting an estimated $5.48M.

  • 80 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q1 2025, down from 81 in Q4 2024.
  • Funds reported $90.6M of Franklin Limited Duration Income Trust stock for Q1 2025, down 86% quarter-over-quarter.
  • 10 funds opened new Franklin Limited Duration Income Trust positions in Q1 2025 and 8 closed out, a net change of +2 holders.
  • The largest Franklin Limited Duration Income Trust buyer in Q1 2025 was LPL Financial, an estimated $4.67M added.
  • The largest Franklin Limited Duration Income Trust seller in Q1 2025 was Pathstone Holdings, an estimated $5.48M sold.

Based on aggregated 13F filings for Q1 2025.