Who Owns FTF?

Franklin Limited Duration Income Trust Common Shrs. of Beneficial Interest — Institutional Ownership & 13F Holdings

$5.89

+0.03 (+0.43%)

Market Cap

$246.3M

Shares Outstanding

40,405,374

Institutional Holders

78

Total Inst. Value

$72.2M

% of Float Held

QoQ Holder Change

+25

Institutional data as of Q1 2025

New Positions

15

Closed Positions

9

Increased

27

Decreased

23

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1MORGAN STANLEY$18.7M2,889,999
2Penserra Capital Management LLC$6.9M1,075,486
3GUGGENHEIM CAPITAL LLC$6.0M923,230
4Advisors Asset Management, Inc.$5.4M832,593
5Invesco Ltd.$5.1M791,698
6WELLS FARGO & COMPANY/MN$5.0M769,954
7Shaker Financial Services, LLC$3.5M548,672
8Allspring Global Investments Holdings, LLC$2.9M456,578
9GraniteShares Advisors LLC$2.6M398,047
10OSAIC HOLDINGS, INC.$1.5M233,447

Biggest Buyers & Sellers This Quarter

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Frequently Asked Questions

How many institutional investors hold FTF?

As of Q1 2025, 78 institutional investors report holding FTF (Franklin Limited Duration Income Trust Common Shrs. of Beneficial Interest) in their 13F filings.

Which hedge fund owns the most FTF?

The largest institutional holder of FTF is MORGAN STANLEY with $18.7M in shares.

Are institutions buying or selling FTF?

This quarter, 15 institutions opened new positions in FTF and 9 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.