BFG
FTSD icon

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
Q2 		$272K Buy
3,010
+13
+0.4% +$1.18K 0.01% 394
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 $445B AUM 25.58% 1-Year Est. Return
Franklin Resources
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Berger Financial Group's FTSD Position: Q2 2026 in Review

Berger Financial Group increased its Franklin Short Duration US Government ETF (FTSD) stake by 0.43% in Q2 2026, buying an estimated $1.18K and bringing the position to 3,010 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #394.

Berger Financial Group first reported a position in FTSD in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.24M in Q4 2020. 65 funds tracked by Wall St. Rank hold FTSD as of Q2 2026.

  • Berger Financial Group held 3,010 shares of Franklin Short Duration US Government ETF worth $272K as of Q2 2026.
  • Berger Financial Group bought 13 Franklin Short Duration US Government ETF shares in Q2 2026, an estimated $1.18K.
  • Franklin Short Duration US Government ETF made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #394 holding.
  • Berger Financial Group first reported a position in Franklin Short Duration US Government ETF in Q4 2020 and has held it in 23 quarters since.
  • Berger Financial Group's Franklin Short Duration US Government ETF position peaked at $1.24M in Q4 2020.
  • 65 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.