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FTF

Franklin Limited Duration Income Trust
FTF

83 hedge funds and large institutions have $80.6M invested in Franklin Limited Duration Income Trust in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

15% more funds holding

Funds holding: 72 → 83 (+11)

4% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 25

1% more capital invested

Capital invested by funds: $79.6M → $80.6M (+$1.05M)

0.8% more ownership

Funds ownership: 56.98% → 57.77% (+0.8%)

Holders
83
Holders Change
+11
Holders Change %
+15.28%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
26
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$4.23M
2
MC
Matisse Capital
Oregon
+$995K
3
LSC
Logan Stone Capital
Illinois
+$717K
4
GC
Guggenheim Capital
Illinois
+$651K
5
1CP
1607 Capital Partners
Virginia
+$608K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$5.11M
2
RJA
Raymond James & Associates
Florida
-$2.62M
3
MIG
Mariner Investment Group
New York
-$535K
4
RCM
Rivernorth Capital Management
Florida
-$380K
5
SWP
Stratos Wealth Partners
Ohio
-$243K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
76
IFP Advisors
Florida
$5K -$25 -4 -2%
MCC
77
Money Concepts Capital
Florida
$4.66K +$4.67K +750 New
AF
78
Allworth Financial
California
$2.79K – – –
SCA
79
Stonebridge Capital Advisors
Minnesota
$1.86K – – –
MWM
80
MinichMacGregor Wealth Management
New York
$1.56K +$1.57K +252 New
US Bancorp
81
US Bancorp
Minnesota
$714 +$717 +115 New
EWA
82
EverSource Wealth Advisors
Alabama
$161 – – –
MIG
83
Mariner Investment Group
New York
– -$535K -86,615 Closed
SWP
84
Stratos Wealth Partners
Ohio
– -$243K -39,275 Closed
Truist Financial
85
Truist Financial
North Carolina
– -$126K -20,452 Closed
SLWA
86
San Luis Wealth Advisors
California
– -$78K -12,679 Closed
CAG
87
Csenge Advisory Group
Florida
– -$66K -10,650 Closed
CS
88
Clear Street
New York
– -$1K -242 Closed
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
– -$1K -192 Closed
GI
90
Gradient Investments
Minnesota
– -$1K -143 Closed
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
– -$12 -2 -12%
1 2 3
4

FTF Hedge Fund Activity: Q4 2022 in Review

83 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q4 2022, worth a combined $80.6M — up 1.3% from $79.6M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FTF positions and 8 closed out — a net gain of 12 holders — while 26 added to existing stakes and 25 trimmed.

The largest buyer was Bank of America, adding an estimated $4.23M. The largest seller was Sit Investment Associates, cutting an estimated $5.11M.

  • 83 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q4 2022, up from 72 in Q3 2022.
  • Funds reported $80.6M of Franklin Limited Duration Income Trust stock for Q4 2022, up 1.3% quarter-over-quarter.
  • 20 funds opened new Franklin Limited Duration Income Trust positions in Q4 2022 and 8 closed out, a net change of +12 holders.
  • The largest Franklin Limited Duration Income Trust buyer in Q4 2022 was Bank of America, an estimated $4.23M added.
  • The largest Franklin Limited Duration Income Trust seller in Q4 2022 was Sit Investment Associates, an estimated $5.11M sold.

Based on aggregated 13F filings for Q4 2022.