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 Q3	$1K	Hold	17	–	–	﹤0.01%	1618
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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

CX Institutional's FTSD Position: Q3 2026 in Review

CX Institutional held its Franklin Short Duration US Government ETF (FTSD) position steady in Q3 2026 at 17 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1618.

CX Institutional first reported a position in FTSD in Q1 2025 and has held it in 7 quarters since. 11 funds tracked by Wall St. Rank hold FTSD as of Q3 2026.

CX Institutional held 17 shares of Franklin Short Duration US Government ETF worth $1K as of Q3 2026.
CX Institutional 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 CX Institutional's portfolio in Q3 2026, its #1618 holding.
CX Institutional first reported a position in Franklin Short Duration US Government ETF in Q1 2025 and has held it in 7 quarters since.
11 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.