CX Institutional’s Franklin Short Duration US Government ETF FTSD Stock Holding History

CX Institutional’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	$1K	Buy	17 +1	+6%	+$90	﹤0.01%	1522
2026 Q1	$1K	Hold	16	–	–	﹤0.01%	1503
2025 Q4	$1K	Hold	16	–	–	﹤0.01%	1457
2025 Q3	$1K	Hold	16	–	–	﹤0.01%	1344
2025 Q2	$1K	Hold	16	–	–	﹤0.01%	1182
2025 Q1	$1K	Buy	+16	New	+$1.45K	﹤0.01%	1170

Other funds holding FTSD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CX Institutional's FTSD Position: Q2 2026 in Review

CX Institutional increased its Franklin Short Duration US Government ETF (FTSD) stake by 6.3% in Q2 2026, buying an estimated $90 and bringing the position to 17 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

CX Institutional first reported a position in FTSD in Q1 2025 and has held it in 6 quarters since. 65 funds tracked by Wall St. Rank hold FTSD as of Q2 2026.

CX Institutional held 17 shares of Franklin Short Duration US Government ETF worth $1K as of Q2 2026.
CX Institutional bought 1 Franklin Short Duration US Government ETF share in Q2 2026, an estimated $90.
Franklin Short Duration US Government ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1522 holding.
CX Institutional first reported a position in Franklin Short Duration US Government ETF in Q1 2025 and has held it in 6 quarters since.
65 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.