EFS
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Essex Financial Services’s Franklin Short Duration US Government ETF FTSD Stock Holding History

Essex Financial Services’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 		$999K Sell
11,040
-108
-1% -$9.77K 0.05% 318
2026
Q1 		$1.01M Buy
11,148
+2,053
+23% +$187K 0.06% 286
2025
Q4 		$828K Buy
+9,095
New +$827K 0.05% 333

Other funds holding FTSD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $333M AUM 26.31% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

Essex Financial Services's FTSD Position: Q2 2026 in Review

Essex Financial Services reduced its Franklin Short Duration US Government ETF (FTSD) stake by 0.97% in Q2 2026, selling an estimated $9.77K and leaving 11,040 shares worth $999K. The position accounts for 0.05% of the portfolio, ranked #318.

Essex Financial Services first reported a position in FTSD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.01M in Q1 2026. 41 funds tracked by Wall St. Rank hold FTSD as of Q2 2026.

  • Essex Financial Services held 11,040 shares of Franklin Short Duration US Government ETF worth $999K as of Q2 2026.
  • Essex Financial Services sold 108 Franklin Short Duration US Government ETF shares in Q2 2026, an estimated $9.77K.
  • Franklin Short Duration US Government ETF made up 0.05% of Essex Financial Services's portfolio in Q2 2026, its #318 holding.
  • Essex Financial Services first reported a position in Franklin Short Duration US Government ETF in Q4 2025 and has held it in 3 quarters since.
  • Essex Financial Services's Franklin Short Duration US Government ETF position peaked at $1.01M in Q1 2026.
  • 41 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.