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
↑ +1
Streak
1Q ▲
Buyers last Q
44%

Smart Money Signals — FTF

Based on 89 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added FTF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
89 funds currently hold this stock — 93% of the 3.0-year high of 96 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 44% buying

34 buying44 selling
Last quarter: 44 funds reduced or exited vs 34 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.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 20 → 8 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

57% conviction (2yr+) 27% medium 16% new
51 out of 89 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.
⚠️

Saturation — most institutions already know this story

12 → 14 → 20 → 8 → 11 new funds/Q
New funds entering each quarter: 14 → 20 → 8 → 11. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Veteran-anchored — 60% veterans vs 22% newcomers

60% veterans 18% 1-2yr 22% new
Entry-cohort mix of 89 holders: 53 (60%) are 2+ year veterans, 16 entered 1–2 years ago, and 20 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
12 of 89 holders are among the 100 largest funds by AUM, controlling 50% 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.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 Q2, 34 hedge funds were net buyers of FTF (11 opened a new position, 23 added to an existing one), while 44 reduced or exited (34 trimmed, 10 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. 50% of total institutional value in FTF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 89.

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

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.8
/ 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 Q2) Prior (2026 Q1) Change
Funds Holding 88 88 -
13F Shares 15M 15M -0.69%
Total Value $77M $78M -1.17%
New Positions 10 8 +2
Increased Positions 23 30 -7
Closed Positions 10 16 -6
Reduced Positions 34 30 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FTF

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Institutional Holders (2026 Q2)

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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 GraniteShares Advisors LLC 1.68% 452,287 $2.6M
2 Byrne Asset Management LLC 0.76% 243,580 $1.4M
3 Shaker Financial Services, LLC 0.49% 271,335 $1.6M
4 Powell Investment Advisors, LLC 0.11% 60,337 $349K
5 SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.09% 15,720 $168K
6 Advisors Asset Management, Inc. 0.08% 887,453 $5.1M
7 Miller Financial Services LLC 0.08% 16,256 $94K
8 Accredited Investor Services, LLC 0.07% 21,443 $124K
9 Encompass More Asset Management 0.07% 78,581 $455K
10 International Assets Investment Management, LLC 0.06% 173,043 $1.0M
11 Private Wealth Management Group, LLC 0.05% 37,980 $220K
12 Alteri Wealth LLC 0.04% 23,835 $138K
13 Creative Financial Designs Inc /Adv 0.04% 136,845 $792K
14 Guggenheim Capital LLC 0.03% 691,385 $4.0M
15 Barrett & Company, INC. 0.02% 14,000 $81K
16 City of London Investment Management Co Ltd 0.02% 59,915 $347K
17 SeaCrest Wealth Management, LLC 0.02% 32,161 $186K
18 Pathstone Holdings, LLC 0.02% 1,167,159 $6.8M
19 Koshinski Asset Management, Inc. 0.02% 63,825 $370K
20 Kovack Advisors, Inc. 0.01% 47,317 $274K
21 Uniting Wealth Partners, LLC 0.01% 10,000 $58K
22 Kingsview Wealth Management, LLC 0.01% 155,207 $899K
23 Readystate Asset Management LP 0.01% 53,748 $311K
24 WPG Advisers, LLC 0.01% 2,539 $15K
25 Live Oak Private Wealth LLC 0.01% 10,000 $58K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added FTF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FTF?

More sellers than buyers — 44% buying: Last quarter: 44 funds reduced or exited vs 34 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 — 50% AUM from top-100 funds: 12 of 89 holders are among the 100 largest funds by AUM, controlling 50% 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?

57% of holders stayed for 2+ years: 51 out of 89 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.

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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