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FTF

Franklin Limited Duration Income Trust
FTF

72 hedge funds and large institutions have $79.6M invested in Franklin Limited Duration Income Trust in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 26

1.4% less ownership

Funds ownership: 58.37% → 56.98% (-1.4%)

3% less funds holding

Funds holding: 74 → 72 (-2)

10% less capital invested

Capital invested by funds: $88.7M → $79.6M (-$9.09M)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
72
Holders Change
-2
Holders Change %
-2.7%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
25
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$1.24M
2
SFS
Shaker Financial Services
Virginia
+$460K
3
PAG
Private Advisor Group
New Jersey
+$211K
4
LPL Financial
LPL Financial
California
+$195K
5
WAM
Wolverine Asset Management
Illinois
+$190K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$1.29M
2
1CP
1607 Capital Partners
Virginia
-$975K
3
Goldman Sachs
Goldman Sachs
New York
-$453K
4
SWP
Stratos Wealth Partners
Ohio
-$411K
5
Morgan Stanley
Morgan Stanley
New York
-$336K
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$79K +$7.31K +1,081 +9%
SLWA
52
San Luis Wealth Advisors
California
$78K -$14.9K -2,199 -15%
CCM
53
CTC Capital Management
Illinois
$68K – – –
CAG
54
Csenge Advisory Group
Florida
$66K -$7.8K -1,153 -10%
BWM
55
BlackDiamond Wealth Management
New York
$66K -$237 -35 -0.3%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$53K -$10.1K -1,499 -15%
SPIA
57
Steward Partners Investment Advisory
New York
$53K -$9.44K -1,395 -14%
SIS
58
Sound Income Strategies
Florida
$39K +$352 +52 +0.8%
HNWAG
59
High Net Worth Advisory Group
Florida
$36K – – –
CT
60
Caldwell Trust
Florida
$17.3K – – –
AF
61
Advisornet Financial
Minnesota
$8K – – –
FF
62
FourThought Financial
Florida
$8K – – –
Citigroup
63
Citigroup
New York
$7K – – –
GEA
64
Glen Eagle Advisors
New Jersey
$6.24K +$6.83K +1,009 New
IA
65
IFP Advisors
Florida
$5K -$507 -75 -27%
AF
66
Allworth Financial
California
$3K – – –
SCA
67
Stonebridge Capital Advisors
Minnesota
$2K – – –
GI
68
Gradient Investments
Minnesota
$1K +$968 +143 New
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1.3K +192 New
CS
70
Clear Street
New York
$1K +$1.64K +242 New
HHGC
71
Hunting Hill Global Capital
New York
– -$212K -96,936 Closed
Goldman Sachs
72
Goldman Sachs
New York
– -$453K -67,001 Closed
LA
73
Lifeworks Advisors
Michigan
– -$206K -30,480 Closed
QC
74
Quantedge Capital
Singapore
– -$99K -14,600 Closed
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
– -$80 -10,000 Closed
1 2
3
4

FTF Hedge Fund Activity: Q3 2022 in Review

72 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q3 2022, worth a combined $79.6M — down 10% from $88.7M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of FTF and 8 opened new positions — a net loss of 2 holders — while 26 trimmed existing stakes and 25 added.

The largest buyer was Sit Investment Associates, adding an estimated $1.24M. The largest seller was Rivernorth Capital Management, cutting an estimated $1.29M.

  • 72 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q3 2022, down from 74 in Q2 2022.
  • Funds reported $79.6M of Franklin Limited Duration Income Trust stock for Q3 2022, down 10% quarter-over-quarter.
  • 8 funds opened new Franklin Limited Duration Income Trust positions in Q3 2022 and 10 closed out, a net change of -2 holders.
  • The largest Franklin Limited Duration Income Trust buyer in Q3 2022 was Sit Investment Associates, an estimated $1.24M added.
  • The largest Franklin Limited Duration Income Trust seller in Q3 2022 was Rivernorth Capital Management, an estimated $1.29M sold.

Based on aggregated 13F filings for Q3 2022.