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 Q2	$695K	Sell	7,678 -34	-0.4%	-$3.08K	0.01%	1324
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 $445B AUM 25.58% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WAP

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atria Investments's FTSD Position: Q2 2026 in Review

Atria Investments reduced its Franklin Short Duration US Government ETF (FTSD) stake by 0.44% in Q2 2026, selling an estimated $3.08K and leaving 7,678 shares worth $695K. The position accounts for 0.01% of the portfolio, ranked #1324.

Atria Investments first reported a position in FTSD in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.69M in Q1 2023. 65 funds tracked by Wall St. Rank hold FTSD as of Q2 2026.

Atria Investments held 7,678 shares of Franklin Short Duration US Government ETF worth $695K as of Q2 2026.
Atria Investments sold 34 Franklin Short Duration US Government ETF shares in Q2 2026, an estimated $3.08K.
Franklin Short Duration US Government ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1324 holding.
Atria Investments first reported a position in Franklin Short Duration US Government ETF in Q1 2023 and has held it in 10 quarters since.
Atria Investments's Franklin Short Duration US Government ETF position peaked at $1.69M in Q1 2023.
65 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.