Avantax Advisory Services’s Franklin Short Duration US Government ETF FTSD Stock Holding History

Avantax Advisory Services’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	$231K	Buy	2,545 +62	+2%	+$5.62K	﹤0.01%	2104
2025 Q1	$225K	Buy	2,483 +54	+2%	+$4.89K	﹤0.01%	2033
2024 Q4	$219K	Buy	+2,429	New	+$220K	﹤0.01%	1998
2022 Q4	–	Sell	-6,452	Closed	-$579K	–	1437
2022 Q3	$579K	Sell	6,452 -3,578	-36%	-$325K	0.01%	719
2022 Q2	$917K	Buy	10,030 +321	+3%	+$29.4K	0.01%	575
2022 Q1	$893K	Buy	9,709 +1,230	+15%	+$114K	0.01%	580
2021 Q4	$797K	Buy	8,479 +19	+0.2%	+$1.79K	0.01%	598
2021 Q3	$798K	Buy	8,460 +508	+6%	+$48.2K	0.01%	559
2021 Q2	$749K	Buy	7,952 +886	+13%	+$84.3K	0.01%	554
2021 Q1	$670K	Buy	7,066 +1,254	+22%	+$120K	0.01%	529
2020 Q4	$556K	Buy	5,812 +380	+7%	+$36.4K	0.01%	528
2020 Q3	$518K	Buy	5,432 +867	+19%	+$83.2K	0.01%	771
2020 Q2	$435K	Buy	4,565 +159	+4%	+$15.2K	0.01%	517
2020 Q1	$417K	Buy	4,406 +328	+8%	+$31.1K	0.01%	481
2019 Q4	$385K	Buy	4,078 +498	+14%	+$47.1K	0.01%	555
2019 Q3	$340K	Buy	3,580 +1,366	+62%	+$129K	0.01%	406
2019 Q2	$210K	Buy	+2,214	New	+$209K	0.01%	479

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

Avantax Advisory Services's FTSD Position: Q2 2025 in Review

Avantax Advisory Services increased its Franklin Short Duration US Government ETF (FTSD) stake by 2.5% in Q2 2025, buying an estimated $5.62K and bringing the position to 2,545 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #2104.

Avantax Advisory Services first reported a position in FTSD in Q2 2019 and has held it in 17 quarters since. The position peaked at $917K in Q2 2022. 52 funds tracked by Wall St. Rank hold FTSD as of Q2 2025.

Avantax Advisory Services held 2,545 shares of Franklin Short Duration US Government ETF worth $231K as of Q2 2025.
Avantax Advisory Services bought 62 Franklin Short Duration US Government ETF shares in Q2 2025, an estimated $5.62K.
Franklin Short Duration US Government ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2104 holding.
Avantax Advisory Services first reported a position in Franklin Short Duration US Government ETF in Q2 2019 and has held it in 17 quarters since.
Avantax Advisory Services's Franklin Short Duration US Government ETF position peaked at $917K in Q2 2022.
52 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.