We are live on ! Find out more
FTF

Franklin Limited Duration Income Trust
FTF

85 hedge funds and large institutions have $87.7M invested in Franklin Limited Duration Income Trust in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

6% more funds holding

Funds holding: 80 → 85 (+5)

8% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 26

0.85% less ownership

Funds ownership: 34.67% → 33.82% (-0.85%)

3% less capital invested

Capital invested by funds: $90.6M → $87.7M (-$2.86M)

Holders
85
Holders Change
+5
Holders Change %
+6.25%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
28
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
+$1.32M
2
SFS
Shaker Financial Services
Virginia
+$781K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$220K
4
PCM
Penserra Capital Management
California
+$207K
5
Morgan Stanley
Morgan Stanley
New York
+$194K

Top Sellers

Rank Fund Capital Flow
1
Pathstone Holdings
Pathstone Holdings
New Jersey
-$4.01M
2
1CP
1607 Capital Partners
Virginia
-$558K
3
Raymond James Financial
Raymond James Financial
Florida
-$451K
4
IA
Integrity Alliance
Iowa
-$423K
5
LPL Financial
LPL Financial
California
-$255K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$12.6K – – –
Comerica Bank
77
Comerica Bank
Texas
$11.6K +$5.18K +819 +83%
AF
78
Advisornet Financial
Minnesota
$8.81K – – –
HNB
79
Hilltop National Bank
Wyoming
$8.51K +$8.38K +1,325 New
AAS
80
Ameritas Advisory Services
Nebraska
$3.27K +$3.22K +509 New
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
FFA
82
Farther Finance Advisors
California
$1.41K – – –
JP Morgan Chase
83
JP Morgan Chase
New York
$642 +$632 +100 New
HNB
84
Huntington National Bank
Ohio
$636 +$626 +99 New
AssetMark Inc
85
AssetMark Inc
California
$282 – – –
1CP
86
1607 Capital Partners
Virginia
– -$558K -86,338 Closed
IA
87
Integrity Alliance
Iowa
– -$423K -65,554 Closed
AWM
88
Avior Wealth Management
Nebraska
– -$84.3K -13,050 Closed
BWM
89
BlackDiamond Wealth Management
New York
– -$67.1K -10,492 Closed
CCM
90
Coldstream Capital Management
Washington
– -$4.37K -677 Closed
AF
91
Allworth Financial
California
– -$313 -50 Closed
1 2 3
4

FTF Hedge Fund Activity: Q2 2025 in Review

85 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q2 2025, worth a combined $87.7M — down 3.2% from $90.6M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FTF positions and 6 closed out — a net gain of 5 holders — while 28 added to existing stakes and 26 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $1.32M. The largest seller was Pathstone Holdings, cutting an estimated $4.01M.

  • 85 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q2 2025, up from 80 in Q1 2025.
  • Funds reported $87.7M of Franklin Limited Duration Income Trust stock for Q2 2025, down 3.2% quarter-over-quarter.
  • 11 funds opened new Franklin Limited Duration Income Trust positions in Q2 2025 and 6 closed out, a net change of +5 holders.
  • The largest Franklin Limited Duration Income Trust buyer in Q2 2025 was Advisors Asset Management, an estimated $1.32M added.
  • The largest Franklin Limited Duration Income Trust seller in Q2 2025 was Pathstone Holdings, an estimated $4.01M sold.

Based on aggregated 13F filings for Q2 2025.