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FTF

Franklin Limited Duration Income Trust

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: 8587 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.1M +$543K +84,498 +3%
LPL Financial
2
LPL Financial
California
$9.67M -$169K -26,261 -2%
AAM
3
Advisors Asset Management
Colorado
$6.8M +$176K +27,423 +3%
GC
4
Guggenheim Capital
Illinois
$5.28M -$431K -67,089 -7%
Wells Fargo
5
Wells Fargo
California
$5.04M +$31.8K +4,955 +0.6%
Invesco
6
Invesco
Georgia
$4.9M -$339K -52,827 -6%
SFS
7
Shaker Financial Services
Virginia
$4.42M +$136K +21,224 +3%
PCM
8
Penserra Capital Management
California
$4.19M -$2.89M -450,270 -41%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$3.01M +$98.7K +15,358 +3%
GA
10
GraniteShares Advisors
New York
$2.97M +$263K +41,004 +10%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.5M +$71.3K +11,103 +5%
RC
12
Rareview Capital
Nevada
$1.22M +$140K +21,745 +13%
Bank of America
13
Bank of America
North Carolina
$1.19M +$87.6K +13,638 +8%
KAS
14
Kestra Advisory Services
Texas
$1.16M +$59.8K +9,305 +5%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.04M +$337K +52,494 +48%
CFD
16
Creative Financial Designs
Indiana
$879K +$524K +81,595 +145%
NA
17
NewEdge Advisors
Louisiana
$723K -$13.2K -2,050 -2%
FPGK
18
Financial Partners Group (Kansas)
Kansas
$650K -$116K -18,117 -15%
RAM
19
Readystate Asset Management
Illinois
$589K -$84.4K -13,146 -12%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$588K +$4.26K +663 +0.7%
EMAM
21
Encompass More Asset Management
California
$582K +$5.65K +880 +1%
PAG
22
Private Advisor Group
New Jersey
$538K -$2.5K -390 -0.5%
Koshinski Asset Management
23
Koshinski Asset Management
Illinois
$496K -$13K -2,028 -3%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$429K -$64.5K -10,043 -13%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$408K -$20.1K -3,133 -5%

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.