IF
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Intrua Financial’s Franklin Short Duration US Government ETF FTSD Stock Holding History

Intrua Financial’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
2024
Q3 		– Sell
-3,394
Closed -$306K – 393
2024
Q2 		$306K Sell
3,394
-161
-5% -$14.5K 0.05% 299
2024
Q1 		$320K Buy
3,555
+17
+0.5% +$1.53K 0.05% 308
2023
Q4 		$318K Sell
3,538
-285
-7% -$25.5K 0.05% 306
2023
Q3 		$341K Buy
3,823
+37
+1% +$3.3K 0.06% 253
2023
Q2 		$339K Buy
3,786
+13
+0.3% +$1.17K 0.06% 256
2023
Q1 		$340K Buy
3,773
+30
+0.8% +$2.7K 0.07% 236
2022
Q4 		$337K Sell
3,743
-178
-5% -$15.9K 0.08% 237
2022
Q3 		$352K Sell
3,921
-370
-9% -$33.6K 0.09% 208
2022
Q2 		$392K Sell
4,291
-1,270
-23% -$116K 0.08% 248
2022
Q1 		$512K Sell
5,561
-1,422
-20% -$132K 0.09% 223
2021
Q4 		$656K Sell
6,983
-2,679
-28% -$253K 0.11% 179
2021
Q3 		$912K Sell
9,662
-817
-8% -$77.5K 0.17% 126
2021
Q2 		$993K Sell
10,479
-439
-4% -$41.8K 0.24% 93
2021
Q1 		$1.04M Sell
10,918
-193
-2% -$18.5K 0.26% 85
2020
Q4 		$1.06M Sell
11,111
-1,213
-10% -$116K 0.48% 44
2020
Q3 		$1.18M Buy
12,324
+1,894
+18% +$182K 0.58% 30
2020
Q2 		$1M Buy
+10,430
New +$996K 0.38% 60

Other funds holding FTSD

Franklin Resources
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FTA
Financial & Tax Architects St Louis, Missouri $448M AUM 13.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Intrua Financial's FTSD Position: Q3 2024 in Review

Intrua Financial sold out of Franklin Short Duration US Government ETF (FTSD) in Q3 2024, closing a stake of 3,394 shares — an estimated $306K sold.

Intrua Financial first reported a position in FTSD in Q2 2020 and held it in 17 quarters. The position peaked at $1.18M in Q3 2020. 46 funds tracked by Wall St. Rank hold FTSD as of Q3 2024.

  • Intrua Financial reported no remaining Franklin Short Duration US Government ETF position as of Q3 2024 after selling out during the quarter.
  • Intrua Financial sold 3,394 Franklin Short Duration US Government ETF shares in Q3 2024, an estimated $306K.
  • Intrua Financial first reported a position in Franklin Short Duration US Government ETF in Q2 2020 and held it in 17 quarters.
  • Intrua Financial's Franklin Short Duration US Government ETF position peaked at $1.18M in Q3 2020.
  • 46 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q3 2024.

Based on Intrua Financial's 13F filing for Q3 2024, filed 28 May 2025.