Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Franklin Ltd Duration Income (FTF)

88 + Investors. Track Smart Money conviction in FTF. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
1Q ▼
Buyers last Q
46%

Smart Money Signals — FTF

Based on 88 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their FTF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
88 funds currently hold this stock — 93% of the 3.0-year high of 95 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 46% buying

38 buying45 selling
Last quarter: 45 funds reduced or exited vs 38 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 12 → 14 → 19 → 8. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

56% of holders stayed for 2+ years

56% conviction (2yr+) 26% medium 18% new
49 out of 88 hedge funds have held FTF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -4%, value -97%

Value
-97%
Shares
-4%
Last quarter: funds added -4% more shares while total portfolio value only changed -97%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~8 new funds/quarter

11 → 12 → 14 → 19 → 8 new funds/Q
New funds entering each quarter: 12 → 14 → 19 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 60% of holders stayed 2+ years

60% veterans 14% 1-2yr 26% new
Of 88 current holders: 53 (60%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
9 of 88 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in FTF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — FTF

In 2026 Q1, 38 hedge funds were net buyers of FTF (8 opened a new position, 30 added to an existing one), while 45 reduced or exited (30 trimmed, 15 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 51% of total institutional value in FTF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 88.

Hedge Fund Ownership: FTF

How many hedge funds hold FTF — quarterly history vs. share price
Quarterly hedge fund ownership of FTF vs. share price

Market Analysis: FTF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FTF

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Franklin Ltd Duration Income (FTF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FTF has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
FTF
nan%
XLF
+1220.3%

FTF outperformed XLF by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
FTF
nan%
XLF
+4.8%

Since the filing became public, FTF outperformed XLF by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 1 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: FTF
88 + Investors

Track Smart Money conviction in FTF. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 88 95 -7.37%
13F Shares 15M 15M -4.11%
Total Value $78M $3.11B -97.49%
New Positions 8 19 -11
Increased Positions 30 32 -2
Closed Positions 15 9 +6
Reduced Positions 30 24 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FTF

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

88 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FTF. Verified SEC 13F-HR filings.

QUARTER:
Top 25 FTF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 GraniteShares Advisors LLC 1.65% 393,087 $2.3M
2 Byrne Asset Management LLC 0.97% 282,560 $1.6M
3 Shaker Financial Services, LLC 0.93% 458,892 $2.7M
4 Financially in Tune, LLC 0.42% 82,895 $483K
5 Absolute Investment Advisers, LLC 0.15% 214,168 $1.2M
6 Quarry LP 0.13% 127,908 $746K
7 Powell Investment Advisors, LLC 0.12% 60,001 $350K
8 Advisors Asset Management, Inc. 0.10% 1,049,656 $6.1M
9 Encompass More Asset Management 0.09% 88,839 $518K
10 Accredited Investor Services, LLC 0.08% 22,248 $130K
11 International Assets Investment Management, LLC 0.05% 126,111 $736K
12 Creative Financial Designs Inc /Adv 0.05% 133,856 $780K
13 Alteri Wealth LLC 0.05% 23,835 $139K
14 Barrett & Company, INC. 0.03% 14,367 $84K
15 Guggenheim Capital LLC 0.03% 615,618 $3.6M
16 Koshinski Asset Management, Inc. 0.03% 75,825 $442K
17 City of London Investment Management Co Ltd 0.03% 59,915 $349K
18 Kingsview Wealth Management, LLC 0.02% 252,998 $1.5M
19 SeaCrest Wealth Management, LLC 0.02% 31,741 $185K
20 Integrity Advisory Solutions, LLC 0.02% 21,328 $124K
21 Anfield Capital Management, LLC 0.01% 8,586 $50K
22 Kovack Advisors, Inc. 0.01% 40,009 $233K
23 Uniting Wealth Partners, LLC 0.01% 10,000 $58K
24 Pathstone Holdings, LLC 0.01% 477,950 $2.8M
25 WPG Advisers, LLC 0.01% 2,539 $15K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Franklin Ltd Duration Income (FTF)

What does the Smart Money Trend signal show for FTF?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their FTF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for FTF?

More sellers than buyers — 46% buying: Last quarter: 45 funds reduced or exited vs 38 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for FTF holders?

Elite ownership — 51% AUM from top-100 funds: 9 of 88 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in FTF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held FTF?

56% of holders stayed for 2+ years: 49 out of 88 hedge funds have held FTF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Franklin Ltd Duration Income (FTF) following the 2026 Q1 hedge fund 13F filings?

As of today, FTF has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), FTF has gained nan% vs +1220.3% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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