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

Atria Wealth Solutions’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	$1.01M	Sell	11,168 -1,426	-11%	-$129K	0.02%	631
2025 Q1	$1.14M	Sell	12,594 -974	-7%	-$88.2K	0.01%	829
2024 Q4	$1.22M	Buy	13,568 +2,951	+28%	+$267K	0.01%	851
2024 Q3	$969K	Buy	10,617 +2,859	+37%	+$259K	0.01%	926
2024 Q2	$699K	Buy	+7,758	New	+$697K	0.01%	1062
2023 Q1	–	Sell	-2,302	Closed	-$206K	–	1892
2022 Q4	$206K	Sell	2,302 -1,016	-31%	-$90.9K	﹤0.01%	1597
2022 Q3	$298K	Buy	+3,318	New	+$301K	0.01%	1305

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

IWC

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atria Wealth Solutions's FTSD Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Franklin Short Duration US Government ETF (FTSD) stake by 11% in Q2 2025, selling an estimated $129K and leaving 11,168 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #631.

Atria Wealth Solutions first reported a position in FTSD in Q3 2022 and has held it in 7 quarters since. The position peaked at $1.22M in Q4 2024. 52 funds tracked by Wall St. Rank hold FTSD as of Q2 2025.

Atria Wealth Solutions held 11,168 shares of Franklin Short Duration US Government ETF worth $1.01M as of Q2 2025.
Atria Wealth Solutions sold 1,426 Franklin Short Duration US Government ETF shares in Q2 2025, an estimated $129K.
Franklin Short Duration US Government ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #631 holding.
Atria Wealth Solutions first reported a position in Franklin Short Duration US Government ETF in Q3 2022 and has held it in 7 quarters since.
Atria Wealth Solutions's Franklin Short Duration US Government ETF position peaked at $1.22M in Q4 2024.
52 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.