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Cape Investment Advisory’s Franklin Short Duration US Government ETF FTSD Stock Holding History

Cape Investment Advisory’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
Q3 		$7.65K Hold
86
– – ﹤0.01% 928
2026
Q2 		$7.78K Buy
+86
New +$7.78K ﹤0.01% 924
2026
Q1 		– Sell
-86
Closed -$7.83K – 569
2025
Q4 		$7.83K Buy
+86
New +$7.82K ﹤0.01% 800
2025
Q3 		– Sell
-86
Closed -$7.82K – 966
2025
Q2 		$7.82K Hold
86
– – ﹤0.01% 676
2025
Q1 		$7.81K Hold
86
– – ﹤0.01% 647
2024
Q4 		$7.76K Buy
+86
New +$7.78K ﹤0.01% 636

Other funds holding FTSD

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Cape Investment Advisory's FTSD Position: Q3 2026 in Review

Cape Investment Advisory held its Franklin Short Duration US Government ETF (FTSD) position steady in Q3 2026 at 86 shares worth $7.65K. The position accounts for ﹤0.01% of the portfolio, ranked #928.

Cape Investment Advisory first reported a position in FTSD in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.83K in Q4 2025. 3 funds tracked by Wall St. Rank hold FTSD as of Q3 2026.

  • Cape Investment Advisory held 86 shares of Franklin Short Duration US Government ETF worth $7.65K as of Q3 2026.
  • Cape Investment Advisory left its Franklin Short Duration US Government ETF share count unchanged in Q3 2026.
  • Franklin Short Duration US Government ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #928 holding.
  • Cape Investment Advisory first reported a position in Franklin Short Duration US Government ETF in Q4 2024 and has held it in 6 quarters since.
  • Cape Investment Advisory's Franklin Short Duration US Government ETF position peaked at $7.83K in Q4 2025.
  • 3 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.