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FTF

Franklin Limited Duration Income Trust
FTF

72 hedge funds and large institutions have $90.5M invested in Franklin Limited Duration Income Trust in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

162% more capital invested

Capital invested by funds: $34.5M → $90.5M (+$55.9M)

38% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 16

35.72% more ownership

Funds ownership: 17.07% → 52.79% (+36%)

22% more funds holding

Funds holding: 59 → 72 (+13)

Holders
72
Holders Change
+13
Holders Change %
+22.03%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
22
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$38.3M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$8.65M
3
CCP
Clough Capital Partners
Massachusetts
+$3.62M
4
RJA
Raymond James & Associates
Florida
+$2.42M
5
YCM
Yakira Capital Management
Connecticut
+$2.39M

Top Sellers

Rank Fund Capital Flow
1
SFS
Sowell Financial Services
Arkansas
-$494K
2
SFS
Shaker Financial Services
Virginia
-$491K
3
OPS
Orion Portfolio Solutions
Nebraska
-$195K
4
SG
StoneX Group
New York
-$171K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$155K
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
51
Rivernorth Capital Management
Florida
$99K +$104K +13,017 New
KA
52
Kovack Advisors
Florida
$99K +$105K +13,131 New
Stifel Financial
53
Stifel Financial
Missouri
$98K -$4.24K -531 -4%
SPL
54
Smart Portfolios LLC
Washington
$91K +$95.9K +12,001 New
TFA
55
Teamwork Financial Advisors
Texas
$88K -$57.8K -7,242 -39%
KAS
56
Kestra Advisory Services
Texas
$83K +$4.21K +527 +5%
CAG
57
Csenge Advisory Group
Florida
$80K +$84.3K +10,560 New
PAG
58
Private Advisor Group
New Jersey
$79K – – –
WS
59
Wedbush Securities
California
$76K – – –
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$69K -$46.2K -5,779 -39%
SIS
61
Sound Income Strategies
Florida
$48K +$519 +65 +1%
HNWAG
62
High Net Worth Advisory Group
Florida
$45K – – –
CT
63
Caldwell Trust
Florida
$21.2K – – –
SWM
64
Spire Wealth Management
Virginia
$15K – – –
AF
65
Advisornet Financial
Minnesota
$10K +$10.6K +1,333 New
CFGS
66
Concourse Financial Group Securities
Alabama
$7K – – –
MCC
67
Money Concepts Capital
Florida
$6K +$5.99K +750 New
IA
68
IFP Advisors
Florida
$5K +$2.18K +273 New
GWM
69
Geneos Wealth Management
Colorado
$4K – – –
AF
70
Allworth Financial
California
$3K – – –
SCA
71
Stonebridge Capital Advisors
Minnesota
$2K – – –
SFS
72
Sowell Financial Services
Arkansas
– -$494K -53,910 Closed
SG
73
StoneX Group
New York
– -$171K -18,645 Closed
Nomura Holdings
74
Nomura Holdings
Japan
– -$127K -14,000 Closed
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
– -$111K -12,247 Closed
1 2
3
4

FTF Hedge Fund Activity: Q1 2022 in Review

72 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q1 2022, worth a combined $90.5M — up 162% from $34.5M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FTF positions and 8 closed out — a net gain of 14 holders — while 22 added to existing stakes and 16 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $38.3M. The largest seller was Sowell Financial Services, exiting entirely with an estimated $494K sold.

  • 72 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q1 2022, up from 59 in Q4 2021.
  • Funds reported $90.5M of Franklin Limited Duration Income Trust stock for Q1 2022, up 162% quarter-over-quarter.
  • 22 funds opened new Franklin Limited Duration Income Trust positions in Q1 2022 and 8 closed out, a net change of +14 holders.
  • The largest Franklin Limited Duration Income Trust buyer in Q1 2022 was Sit Investment Associates, an estimated $38.3M added.
  • The largest Franklin Limited Duration Income Trust seller in Q1 2022 was Sowell Financial Services, an estimated $494K sold.

Based on aggregated 13F filings for Q1 2022.