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Advisor Resource Council’s Franklin Short Duration US Government ETF FTSD Stock Holding History

Advisor Resource Council’s Portfolio FTSD Stock Details FTSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-18,695
Closed -$1.7M – 330
2025
Q1 		$1.7M Buy
+18,695
New +$1.69M 0.14% 171

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WAP
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Bank of America
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisor Resource Council's FTSD Position: Q2 2025 in Review

Advisor Resource Council sold out of Franklin Short Duration US Government ETF (FTSD) in Q2 2025, closing a stake of 18,695 shares — an estimated $1.7M sold.

Advisor Resource Council first reported a position in FTSD in Q1 2025 and held it in 1 quarter. The position peaked at $1.7M in Q1 2025. 52 funds tracked by Wall St. Rank hold FTSD as of Q2 2025.

  • Advisor Resource Council reported no remaining Franklin Short Duration US Government ETF position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 18,695 Franklin Short Duration US Government ETF shares in Q2 2025, an estimated $1.7M.
  • Advisor Resource Council first reported a position in Franklin Short Duration US Government ETF in Q1 2025 and held it in 1 quarter.
  • Advisor Resource Council's Franklin Short Duration US Government ETF position peaked at $1.7M in Q1 2025.
  • 52 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.