Atria Investments’s Franklin Short Duration US Government ETF FTSD Stock Holding History

Atria Investments’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
2026 Q1	$700K	Buy	7,712 +85	+1%	+$7.73K	0.01%	1268
2025 Q4	$694K	Buy	7,627 +482	+7%	+$43.8K	0.01%	1259
2025 Q3	$651K	Buy	7,145 +352	+5%	+$32K	0.01%	1280
2025 Q2	$617K	Buy	6,793 +823	+14%	+$74.5K	0.01%	1307
2025 Q1	$542K	Sell	5,970 -5,093	-46%	-$461K	0.01%	1315
2024 Q4	$999K	Buy	11,063 +169	+2%	+$15.3K	0.01%	986
2024 Q3	$995K	Buy	10,894 +637	+6%	+$57.7K	0.01%	973
2024 Q2	$924K	Buy	+10,257	New	+$921K	0.01%	979
2023 Q2	–	Sell	-18,744	Closed	-$1.69M	–	847
2023 Q1	$1.69M	Buy	+18,744	New	+$1.68M	0.03%	593

Other funds holding FTSD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Atria Investments's FTSD Position: Q1 2026 in Review

Atria Investments increased its Franklin Short Duration US Government ETF (FTSD) stake by 1.1% in Q1 2026, buying an estimated $7.73K and bringing the position to 7,712 shares worth $700K. The position accounts for 0.01% of the portfolio, ranked #1268.

Atria Investments first reported a position in FTSD in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.69M in Q1 2023. 66 funds tracked by Wall St. Rank hold FTSD as of Q1 2026.

Atria Investments held 7,712 shares of Franklin Short Duration US Government ETF worth $700K as of Q1 2026.
Atria Investments bought 85 Franklin Short Duration US Government ETF shares in Q1 2026, an estimated $7.73K.
Franklin Short Duration US Government ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1268 holding.
Atria Investments first reported a position in Franklin Short Duration US Government ETF in Q1 2023 and has held it in 9 quarters since.
Atria Investments's Franklin Short Duration US Government ETF position peaked at $1.69M in Q1 2023.
66 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.