Franklin Limited Duration Income Trust
FTF
82 hedge funds and large institutions have $90.5M invested in Franklin Limited Duration Income Trust in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 8 closing their positions.
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
20% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 25
15% more capital inflows, than outflows
Capital inflows: $15.3M | Capital outflows: $13.4M
1% more funds holding
Funds holding: 81 → 82 (+1)
0.71% more ownership
Funds ownership: 33.97% → 34.69% (+0.71%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.67M |
| 2 |
Morgan Stanley
New York
|
+$3.49M |
| 3 |
Advisors Asset Management
Monument,
Colorado
|
+$2M |
| 4 |
Guggenheim Capital
Chicago,
Illinois
|
+$781K |
| 5 |
Readystate Asset Management
Chicago,
Illinois
|
+$706K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pathstone Holdings
Englewood,
New Jersey
|
-$5.48M |
| 2 |
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.91M |
| 3 |
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$1.79M |
| 4 |
Penserra Capital Management
Orinda,
California
|
-$782K |
| 5 |
1607 Capital Partners
Richmond,
Virginia
|
-$698K |
FTF Hedge Fund Activity: Q1 2025 in Review
82 of the 7,486 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q1 2025, worth a combined $90.5M — down 0.54% from $91M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FTF positions and 8 closed out — a net gain of 4 holders — while 30 added to existing stakes and 25 trimmed.
The largest buyer was LPL Financial, adding an estimated $4.67M. The largest seller was Pathstone Holdings, cutting an estimated $5.48M.
- 82 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q1 2025, up from 81 in Q4 2024.
- Funds reported $90.5M of Franklin Limited Duration Income Trust stock for Q1 2025, down 0.54% quarter-over-quarter.
- 12 funds opened new Franklin Limited Duration Income Trust positions in Q1 2025 and 8 closed out, a net change of +4 holders.
- The largest Franklin Limited Duration Income Trust buyer in Q1 2025 was LPL Financial, an estimated $4.67M added.
- The largest Franklin Limited Duration Income Trust seller in Q1 2025 was Pathstone Holdings, an estimated $5.48M sold.
Based on aggregated 13F filings for Q1 2025.