Kestra Private Wealth Services’s Franklin Short Duration US Government ETF FTSD Stock Holding History

Kestra Private Wealth 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
2025 Q3	–	Sell	-3,078	Closed	-$280K	–	1703
2025 Q2	$280K	Buy	3,078 +234	+8%	+$21.2K	﹤0.01%	1326
2025 Q1	$258K	Buy	2,844 +69	+2%	+$6.25K	﹤0.01%	1270
2024 Q4	$250K	Buy	2,775 +126	+5%	+$11.4K	﹤0.01%	1207
2024 Q3	$242K	Sell	2,649 -81	-3%	-$7.34K	﹤0.01%	1180
2024 Q2	$246K	Buy	2,730 +184	+7%	+$16.5K	﹤0.01%	1127
2024 Q1	$230K	Sell	2,546 -407	-14%	-$36.6K	0.01%	1119
2023 Q4	$266K	Buy	+2,953	New	+$264K	0.01%	998

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Kestra Private Wealth Services's FTSD Position: Q3 2025 in Review

Kestra Private Wealth Services sold out of Franklin Short Duration US Government ETF (FTSD) in Q3 2025, closing a stake of 3,078 shares — an estimated $280K sold.

Kestra Private Wealth Services first reported a position in FTSD in Q4 2023 and held it in 7 quarters. The position peaked at $280K in Q2 2025. 57 funds tracked by Wall St. Rank hold FTSD as of Q3 2025.

Kestra Private Wealth Services reported no remaining Franklin Short Duration US Government ETF position as of Q3 2025 after selling out during the quarter.
Kestra Private Wealth Services sold 3,078 Franklin Short Duration US Government ETF shares in Q3 2025, an estimated $280K.
Kestra Private Wealth Services first reported a position in Franklin Short Duration US Government ETF in Q4 2023 and held it in 7 quarters.
Kestra Private Wealth Services's Franklin Short Duration US Government ETF position peaked at $280K in Q2 2025.
57 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q3 2025.

Based on Kestra Private Wealth Services's 13F filing for Q3 2025, filed 17 Nov 2025.