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FTF

Franklin Limited Duration Income Trust
FTF

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: 85 → 87 (+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
–

Top Buyers

Rank Fund Capital Flow
1
GP
Gridiron Partners
Pennsylvania
+$572K
2
Morgan Stanley
Morgan Stanley
New York
+$543K
3
CFD
Creative Financial Designs
Indiana
+$524K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$337K
5
Jane Street
Jane Street
New York
+$265K

Top Sellers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
-$2.89M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
-$1.48M
3
GC
Guggenheim Capital
Illinois
-$431K
4
Invesco
Invesco
Georgia
-$339K
5
BlackRock
BlackRock
New York
-$209K
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
76
WPG Advisers
Maryland
$13.1K +$507 +79 +4%
SPIA
77
Steward Partners Investment Advisory
New York
$12.5K – – –
Comerica Bank
78
Comerica Bank
Texas
$11.6K +$96 +15 +0.8%
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$10.1K +$10.2K +1,593 New
AF
80
Advisornet Financial
Minnesota
$8.74K – – –
HNB
81
Hilltop National Bank
Wyoming
$8.44K – – –
HWP
82
Highline Wealth Partners
California
$3.69K +$3.73K +580 New
Jones Financial Companies
83
Jones Financial Companies
Missouri
$2.16K +$2.18K +340 New
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
FFA
85
Farther Finance Advisors
California
$1.4K – – –
HNB
86
Huntington National Bank
Ohio
$630 – – –
AssetMark Inc
87
AssetMark Inc
California
$280 – – –
Pathstone Holdings
88
Pathstone Holdings
New Jersey
– -$1.48M -229,834 Closed
LNWWM
89
Laird Norton Wetherby Wealth Management
California
– -$191K -29,743 Closed
YCM
90
Yakira Capital Management
Connecticut
– -$149K -23,203 Closed
EC
91
Elequin Capital
New York
– -$108K -16,824 Closed
VF
92
Virtu Financial
New York
– -$106K -16,477 Closed
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
– -$98.4K -15,326 Closed
GWM
94
Geneos Wealth Management
Colorado
– -$80K -12,459 Closed
AAS
95
Ameritas Advisory Services
Nebraska
– -$3.27K -509 Closed
JP Morgan Chase
96
JP Morgan Chase
New York
– -$642 -100 Closed
1 2 3
4

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.