Integrated Wealth Concepts’s Franklin Short Duration US Government ETF FTSD Stock Holding History

Integrated Wealth Concepts’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 Q1	$5.81M	Buy	63,957 +61,642	+2,663%	+$5.61M	0.05%	382
2025 Q4	$211K	Sell	2,315 -100,189	-98%	-$9.11M	﹤0.01%	1499
2025 Q3	$9.33M	Buy	102,504 +66,373	+184%	+$6.03M	0.08%	228
2025 Q2	$3.28M	Sell	36,131 -28,439	-44%	-$2.58M	0.03%	466
2025 Q1	$5.86M	Buy	64,570 +28,213	+78%	+$2.55M	0.07%	280
2024 Q4	$3.28M	Buy	+36,357	New	+$3.29M	0.04%	402
2024 Q1	–	Sell	-8,981	Closed	-$808K	–	1676
2023 Q4	$808K	Buy	+8,981	New	+$803K	0.01%	804

Other funds holding FTSD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Integrated Wealth Concepts's FTSD Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Franklin Short Duration US Government ETF (FTSD) stake by 2,663% in Q1 2026, buying an estimated $5.61M and bringing the position to 63,957 shares worth $5.81M. The position accounts for 0.05% of the portfolio, ranked #382.

Integrated Wealth Concepts first reported a position in FTSD in Q4 2023 and has held it in 7 quarters since. The position peaked at $9.33M in Q3 2025. 66 funds tracked by Wall St. Rank hold FTSD as of Q1 2026.

Integrated Wealth Concepts held 63,957 shares of Franklin Short Duration US Government ETF worth $5.81M as of Q1 2026.
Integrated Wealth Concepts bought 61,642 Franklin Short Duration US Government ETF shares in Q1 2026, an estimated $5.61M.
Franklin Short Duration US Government ETF made up 0.05% of Integrated Wealth Concepts's portfolio in Q1 2026, its #382 holding.
Integrated Wealth Concepts first reported a position in Franklin Short Duration US Government ETF in Q4 2023 and has held it in 7 quarters since.
Integrated Wealth Concepts's Franklin Short Duration US Government ETF position peaked at $9.33M in Q3 2025.
66 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.