Franklin Limited Duration Income Trust
FTF
86 hedge funds and large institutions have $85.7M invested in Franklin Limited Duration Income Trust in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 16 closing their positions.
3% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 29
1.61% less ownership
Funds ownership: 37.99% → 36.38% (-1.6%)
9% less capital invested
Capital invested by funds: $94.5M → $85.7M (-$8.78M)
12% less funds holding
Funds holding: 98 → 86 (-12)
56% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
+$2.29M |
| 2 |
BAM
Byrne Asset Management
Kingston,
New Jersey
|
+$1.72M |
| 3 |
Morgan Stanley
New York
|
+$1.05M |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$777K |
| 5 |
LPL Financial
San Diego,
California
|
+$298K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pathstone Holdings
Englewood,
New Jersey
|
-$2.08M |
| 2 |
AIA
Absolute Investment Advisers
Rosemary Beach,
Florida
|
-$1.68M |
| 3 |
RC
Rareview Capital
Las Vegas,
Nevada
|
-$1.34M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.19M |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$834K |
FTF Hedge Fund Activity: Q1 2026 in Review
86 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q1 2026, worth a combined $85.7M — down 9.3% from $94.5M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of FTF and 7 opened new positions — a net loss of 9 holders — while 29 trimmed existing stakes and 30 added.
The largest buyer was Penserra Capital Management, adding an estimated $2.29M. The largest seller was Pathstone Holdings, cutting an estimated $2.08M.
- 86 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q1 2026, down from 98 in Q4 2025.
- Funds reported $85.7M of Franklin Limited Duration Income Trust stock for Q1 2026, down 9.3% quarter-over-quarter.
- 7 funds opened new Franklin Limited Duration Income Trust positions in Q1 2026 and 16 closed out, a net change of -9 holders.
- The largest Franklin Limited Duration Income Trust buyer in Q1 2026 was Penserra Capital Management, an estimated $2.29M added.
- The largest Franklin Limited Duration Income Trust seller in Q1 2026 was Pathstone Holdings, an estimated $2.08M sold.
Based on aggregated 13F filings for Q1 2026.