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FTF

Franklin Limited Duration Income Trust

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: 8587 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
M1FG
51
Mach-1 Financial Group
Arkansas
$100K +$101K +15,720 New
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$96K -$24.7K -3,844 -20%
BC
53
Barrett & Company
Rhode Island
$93.9K
MML Investors Services
54
MML Investors Services
Massachusetts
$86.4K -$64 -10 -0.1%
CIA
55
Capital Investment Advisors
Georgia
$86.2K -$7.67K -1,194 -8%
NAS
56
NWF Advisory Services
California
$82.8K
PS
57
Principal Securities
Iowa
$76.6K +$5.46K +850 +8%
DADC
58
D.A. Davidson & Co
Montana
$71.8K -$25.7K -4,000 -26%
EM
59
ELCO Management
New York
$71.3K -$6.42K -1,000 -8%
WAM
60
Wolverine Asset Management
Illinois
$71.2K +$15.5K +2,420 +28%
PAS
61
Park Avenue Securities
New York
$70K +$4.65K +724 +7%
WS
62
Wedbush Securities
California
$68K
AAM
63
Azzad Asset Management
Virginia
$67K +$67.6K +10,525 New
KA
64
Kovack Advisors
Florida
$67K +$67.6K +10,525 New
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$67K -$1.18K -184 -2%
LOPW
66
Live Oak Private Wealth
North Carolina
$63.7K
UWP
67
Uniting Wealth Partners
Kansas
$63.7K
SIA
68
Sit Investment Associates
Minnesota
$60K
ACM
69
Anfield Capital Management
California
$54.7K
GP
70
Gridiron Partners
Pennsylvania
$47.8K +$572K +88,981 New
SIS
71
Sound Income Strategies
Florida
$45.6K +$482 +75 +1%
CIBC Private Wealth Group
72
CIBC Private Wealth Group
Georgia
$32K
EB
73
Eastern Bank
Massachusetts
$31.9K +$32.1K +5,000 New
CT
74
Caldwell Trust
Florida
$17.8K
BlackRock
75
BlackRock
New York
$15.7K -$209K -32,514 -93%

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.