Franklin Limited Duration Income Trust
FTF
81 hedge funds and large institutions have $93.3M invested in Franklin Limited Duration Income Trust in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 6 closing their positions.
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
43% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 23
11% more funds holding
Funds holding: 73 → 81 (+8)
2% less capital invested
Capital invested by funds: $95.5M → $93.3M (-$2.16M)
1.06% less ownership
Funds ownership: 37.89% → 36.84% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
+$5.65M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.09M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.66M |
| 4 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$1.54M |
| 5 |
AIA
Absolute Investment Advisers
Rosemary Beach,
Florida
|
+$817K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.63M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$2.28M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.78M |
| 4 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$1.54M |
| 5 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$1.34M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
76
Spire Wealth Management
Mclean,
Virginia
| $6.16K | – | – | – |
|
|
SPIA
77
Steward Partners Investment Advisory
New York
| $5.42K | – | – | – |
|
|
PMFA
78
Plante Moran Financial Advisors
Southfield,
Michigan
| $3.25K | +$3.27K | +518 | New |
|
|
AF
79
Allworth Financial
Folsom,
California
| $2.82K | – | – | – |
|
|
FFA
80
Farther Finance Advisors
San Francisco,
California
| $1.37K | – | – | – |
|
81
AssetMark Inc
Concord,
California
| $276 | +$277 | +44 | New |
|
|
CCP
82
Clough Capital Partners
Boston,
Massachusetts
| – | -$1.54M | -246,900 | Closed |
|
|
EC
83
Elequin Capital
New York
| – | -$179K | -28,711 | Closed |
|
84
Nomura Holdings
Tokyo,
Japan
| – | -$148K | -23,812 | Closed |
|
|
AWM
85
AE Wealth Management
Topeka,
Kansas
| – | -$137K | -21,819 | Closed |
|
|
CAS
86
CTC Alternative Strategies
Chicago,
Illinois
| – | -$65.4K | -10,512 | Closed |
|
|
CAG
87
Csenge Advisory Group
Clearwater,
Florida
| – | -$64.1K | -10,309 | Closed |
|
FTF Hedge Fund Activity: Q1 2024 in Review
81 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q1 2024, worth a combined $93.3M — down 2.3% from $95.5M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new FTF positions and 6 closed out — a net gain of 9 holders — while 33 added to existing stakes and 23 trimmed.
The largest buyer was Cetera Advisors, opening a new position worth an estimated $5.65M. The largest seller was Morgan Stanley, cutting an estimated $6.63M.
- 81 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q1 2024, up from 73 in Q4 2023.
- Funds reported $93.3M of Franklin Limited Duration Income Trust stock for Q1 2024, down 2.3% quarter-over-quarter.
- 15 funds opened new Franklin Limited Duration Income Trust positions in Q1 2024 and 6 closed out, a net change of +9 holders.
- The largest Franklin Limited Duration Income Trust buyer in Q1 2024 was Cetera Advisors, an estimated $5.65M added.
- The largest Franklin Limited Duration Income Trust seller in Q1 2024 was Morgan Stanley, an estimated $6.63M sold.
Based on aggregated 13F filings for Q1 2024.