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FTF

Franklin Limited Duration Income Trust
FTF

87 hedge funds and large institutions have $84.4M invested in Franklin Limited Duration Income Trust in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

33% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 24

2% more funds holding

Funds holding: 85 → 87 (+2)

0.85% less ownership

Funds ownership: 33.82% → 32.97% (-0.85%)

4% less capital invested

Capital invested by funds: $87.7M → $84.4M (-$3.37M)

Holders
87
Holders Change
+2
Holders Change %
+2.35%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
32
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GP
Gridiron Partners
Pennsylvania
+$572K
2
Morgan Stanley
Morgan Stanley
New York
+$543K
3
CFD
Creative Financial Designs
Indiana
+$524K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$337K
5
Jane Street
Jane Street
New York
+$265K

Top Sellers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
-$2.89M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
-$1.48M
3
GC
Guggenheim Capital
Illinois
-$431K
4
Invesco
Invesco
Georgia
-$339K
5
BlackRock
BlackRock
New York
-$209K
Name Holding Trade Value Shares
Change 		Change in
Stake
COLIM
26
City of London Investment Management
United Kingdom
$382K +$174K +27,112 +83%
PIA
27
Powell Investment Advisors
Florida
$378K +$21.8K +3,401 +6%
UBS Group
28
UBS Group
Switzerland
$375K -$22.4K -3,494 -6%
Raymond James Financial
29
Raymond James Financial
Florida
$366K -$12.8K -1,997 -3%
Brown Advisory
30
Brown Advisory
Maryland
$344K +$121K +18,847 +54%
AWM
31
Apollon Wealth Management
South Carolina
$304K +$47.4K +7,375 +18%
Jane Street
32
Jane Street
New York
$262K +$265K +41,181 New
SWM
33
SeaCrest Wealth Management
New York
$219K +$2.83K +440 +1%
OC
34
Oppenheimer & Co
New York
$213K +$23.3K +3,635 +12%
CA
35
CoreCap Advisors
Michigan
$212K – – –
POIA
36
Pin Oak Investment Advisors
Texas
$197K +$199K +31,000 New
IA
37
Integrity Alliance
Iowa
$196K +$198K +30,753 New
KWM
38
Kingsview Wealth Management
Oregon
$189K +$17.6K +2,736 +10%
Stifel Financial
39
Stifel Financial
Missouri
$156K +$73.8K +11,492 +88%
AW
40
Alteri Wealth
California
$152K – – –
SFS
41
Sowell Financial Services
Arkansas
$151K -$6.04K -940 -4%
CL
42
Choreo LLC
Illinois
$149K +$7.92K +1,233 +6%
Millennium Management
43
Millennium Management
New York
$147K +$148K +23,000 New
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$145K -$20.6K -3,213 -12%
MC
45
Moors & Cabot
Massachusetts
$137K +$16.1K +2,500 +13%
AIS
46
Accredited Investor Services
Minnesota
$132K -$1.74K -271 -1%
WA
47
Waverly Advisors
Alabama
$131K -$9.25K -1,440 -7%
MFG
48
Merit Financial Group
Georgia
$128K +$1.85K +288 +1%
Mariner
49
Mariner
Kansas
$105K +$3.73K +581 +4%
IAS
50
Integrity Advisory Solutions
Texas
$100K +$101K +15,720 New
1
2
3 4

FTF Hedge Fund Activity: Q3 2025 in Review

87 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q3 2025, worth a combined $84.4M — down 3.8% from $87.7M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FTF positions and 9 closed out — a net gain of 4 holders — while 32 added to existing stakes and 24 trimmed.

The largest buyer was Gridiron Partners, opening a new position worth an estimated $572K. The largest seller was Penserra Capital Management, cutting an estimated $2.89M.

  • 87 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q3 2025, up from 85 in Q2 2025.
  • Funds reported $84.4M of Franklin Limited Duration Income Trust stock for Q3 2025, down 3.8% quarter-over-quarter.
  • 13 funds opened new Franklin Limited Duration Income Trust positions in Q3 2025 and 9 closed out, a net change of +4 holders.
  • The largest Franklin Limited Duration Income Trust buyer in Q3 2025 was Gridiron Partners, an estimated $572K added.
  • The largest Franklin Limited Duration Income Trust seller in Q3 2025 was Penserra Capital Management, an estimated $2.89M sold.

Based on aggregated 13F filings for Q3 2025.