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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.24M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$460K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$211K |
| 4 |
LPL Financial
San Diego,
California
|
+$195K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$190K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.29M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$975K |
| 3 |
Goldman Sachs
New York
|
-$453K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$411K |
| 5 |
Morgan Stanley
New York
|
-$336K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AW
76
ACG Wealth
Atlanta,
Georgia
| – | -$15K | -2,155 | Closed |
|
|
SWM
77
Spire Wealth Management
Mclean,
Virginia
| – | -$7K | -983 | Closed |
|
|
CFGS
78
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$6.53K | -965 | Closed |
|
|
GWM
79
Geneos Wealth Management
Englewood,
Colorado
| – | -$4K | -630 | Closed |
|
80
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$14 | +2 | +13% |
|
|
EWA
81
EverSource Wealth Advisors
Birmingham,
Alabama
| – | +$176 | +26 | New |
|
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.