Joseph P. Lucia & Associates’s Franklin Short Duration US Government ETF FTSD Stock Holding History

Joseph P. Lucia & Associates’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	$2.3M	Sell	25,425 -338	-1%	-$30.6K	0.69%	46
2026 Q1	$2.34M	Sell	25,763 -489	-2%	-$44.5K	0.84%	38
2025 Q4	$2.39M	Sell	26,252 -2,289	-8%	-$208K	0.86%	33
2025 Q3	$2.6M	Buy	28,541 +75	+0.3%	+$6.81K	0.98%	30
2025 Q2	$2.59M	Buy	28,466 +378	+1%	+$34.2K	1.06%	27
2025 Q1	$2.55M	Sell	28,088 -73	-0.3%	-$6.61K	1.17%	27
2024 Q4	$2.54M	Buy	28,161 +13,476	+92%	+$1.22M	1.13%	30
2024 Q3	$1.34M	Buy	+14,685	New	+$1.33M	0.62%	48

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

Joseph P. Lucia & Associates's FTSD Position: Q2 2026 in Review

Joseph P. Lucia & Associates reduced its Franklin Short Duration US Government ETF (FTSD) stake by 1.3% in Q2 2026, selling an estimated $30.6K and leaving 25,425 shares worth $2.3M. The position accounts for 0.69% of the portfolio, ranked #46.

Joseph P. Lucia & Associates first reported a position in FTSD in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.6M in Q3 2025. 65 funds tracked by Wall St. Rank hold FTSD as of Q2 2026.

Joseph P. Lucia & Associates held 25,425 shares of Franklin Short Duration US Government ETF worth $2.3M as of Q2 2026.
Joseph P. Lucia & Associates sold 338 Franklin Short Duration US Government ETF shares in Q2 2026, an estimated $30.6K.
Franklin Short Duration US Government ETF made up 0.69% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #46 holding.
Joseph P. Lucia & Associates first reported a position in Franklin Short Duration US Government ETF in Q3 2024 and has held it in 8 quarters since.
Joseph P. Lucia & Associates's Franklin Short Duration US Government ETF position peaked at $2.6M in Q3 2025.
65 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.