BFG
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Berger Financial Group’s Franklin Short Duration US Government ETF FTSD Stock Holding History

Berger Financial Group’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 		$272K Sell
2,997
-44
-1% -$4K 0.02% 391
2025
Q4 		$277K Buy
3,041
+13
+0.4% +$1.18K 0.02% 393
2025
Q3 		$276K Sell
3,028
-40
-1% -$3.63K 0.02% 370
2025
Q2 		$279K Sell
3,068
-12
-0.4% -$1.09K 0.02% 349
2025
Q1 		$280K Sell
3,080
-194
-6% -$17.6K 0.02% 341
2024
Q4 		$296K Sell
3,274
-521
-14% -$47.1K 0.02% 323
2024
Q3 		$347K Buy
3,795
+12
+0.3% +$1.09K 0.03% 280
2024
Q2 		$341K Sell
3,783
-96
-2% -$8.62K 0.03% 258
2024
Q1 		$350K Sell
3,879
-300
-7% -$27K 0.03% 256
2023
Q4 		$376K Sell
4,179
-510
-11% -$45.6K 0.04% 195
2023
Q3 		$419K Sell
4,689
-526
-10% -$47K 0.05% 167
2023
Q2 		$466K Sell
5,215
-121
-2% -$10.9K 0.05% 166
2023
Q1 		$482K Sell
5,336
-65
-1% -$5.84K 0.06% 157
2022
Q4 		$483K Sell
5,401
-1,740
-24% -$156K 0.06% 155
2022
Q3 		$641K Sell
7,141
-774
-10% -$70.3K 0.09% 125
2022
Q2 		$723K Sell
7,915
-1,420
-15% -$130K 0.11% 108
2022
Q1 		$860K Sell
9,335
-1,570
-14% -$146K 0.11% 111
2021
Q4 		$1.02M Sell
10,905
-718
-6% -$67.7K 0.14% 102
2021
Q3 		$1.1M Hold
11,623
– – 0.2% 75
2021
Q2 		$1.1M Sell
11,623
-762
-6% -$72.5K 0.2% 77
2021
Q1 		$1.18M Sell
12,385
-550
-4% -$52.6K 0.26% 73
2020
Q4 		$1.24M Buy
+12,935
New +$1.24M 0.22% 91

Other funds holding FTSD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Franklin Resources
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Wells Fargo
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Berger Financial Group's FTSD Position: Q1 2026 in Review

Berger Financial Group reduced its Franklin Short Duration US Government ETF (FTSD) stake by 1.4% in Q1 2026, selling an estimated $4K and leaving 2,997 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #391.

Berger Financial Group first reported a position in FTSD in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.24M in Q4 2020. 66 funds tracked by Wall St. Rank hold FTSD as of Q1 2026.

  • Berger Financial Group held 2,997 shares of Franklin Short Duration US Government ETF worth $272K as of Q1 2026.
  • Berger Financial Group sold 44 Franklin Short Duration US Government ETF shares in Q1 2026, an estimated $4K.
  • Franklin Short Duration US Government ETF made up 0.02% of Berger Financial Group's portfolio in Q1 2026, its #391 holding.
  • Berger Financial Group first reported a position in Franklin Short Duration US Government ETF in Q4 2020 and has held it in 22 quarters since.
  • Berger Financial Group's Franklin Short Duration US Government ETF position peaked at $1.24M in Q4 2020.
  • 66 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.