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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.32M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$781K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$220K |
| 4 |
PCM
Penserra Capital Management
Orinda,
California
|
+$207K |
| 5 |
Morgan Stanley
New York
|
+$194K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pathstone Holdings
Englewood,
New Jersey
|
-$4.01M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$558K |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
-$451K |
| 4 |
IA
Integrity Alliance
Urbandale,
Iowa
|
-$423K |
| 5 |
LPL Financial
San Diego,
California
|
-$255K |
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.