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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
Mariner
51
Mariner
Kansas
$106K +$32K +4,868 +42%
CIA
52
Capital Investment Advisors
Georgia
$99.2K -$7.57K -1,150 -7%
BC
53
Barrett & Company
Rhode Island
$95.2K -$4.94K -751 -5%
EM
54
ELCO Management
New York
$95K – – –
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$94K -$5.26K -800 -5%
MML Investors Services
56
MML Investors Services
Massachusetts
$86K -$34.3K -5,208 -28%
AWM
57
Avior Wealth Management
Nebraska
$84.3K -$51.2K -7,777 -37%
Stifel Financial
58
Stifel Financial
Missouri
$84.1K +$1.74K +264 +2%
NAS
59
NWF Advisory Services
California
$84K +$85.5K +13,000 New
EC
60
Elequin Capital
New York
$77.5K +$78.9K +11,991 New
PS
61
Principal Securities
Iowa
$74.1K – – –
PAS
62
Park Avenue Securities
New York
$70K +$71K +10,798 New
WS
63
Wedbush Securities
California
$69K – – –
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$69K +$3.49K +530 +5%
BWM
65
BlackDiamond Wealth Management
New York
$67.1K -$783 -119 -1%
LOPW
66
Live Oak Private Wealth
North Carolina
$64.6K – – –
UWP
67
Uniting Wealth Partners
Kansas
$64.6K – – –
SIA
68
Sit Investment Associates
Minnesota
$61K -$1.91M -289,610 -97%
ACM
69
Anfield Capital Management
California
$55.5K – – –
SIS
70
Sound Income Strategies
Florida
$45.2K +$454 +69 +1%
CT
71
Caldwell Trust
Florida
$18.1K – – –
WA
72
WPG Advisers
Maryland
$17K +$5.48K +833 +46%
SPIA
73
Steward Partners Investment Advisory
New York
$12.7K +$6.58K +1,000 +104%
AF
74
Advisornet Financial
Minnesota
$8.86K – – –
Comerica Bank
75
Comerica Bank
Texas
$6.36K +$704 +107 +12%
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.