Key Financial Inc’s Franklin Short Duration US Government ETF FTSD Stock Holding History

Key Financial Inc’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	–	Sell	-12	Closed	-$1.09K	–	1387
2026 Q1	$1.09K	Hold	12	–	–	﹤0.01%	1243
2025 Q4	$1.09K	Hold	12	–	–	﹤0.01%	1244
2025 Q3	$1.09K	Hold	12	–	–	﹤0.01%	1261
2025 Q2	$1.09K	Sell	12 -556	-98%	-$50.4K	﹤0.01%	1261
2025 Q1	$51.6K	Hold	568	–	–	0.01%	477
2024 Q4	$51.3K	Hold	568	–	–	0.01%	478
2024 Q3	$51.9K	Hold	568	–	–	0.01%	473
2024 Q2	$51.2K	Hold	568	–	–	0.01%	469
2024 Q1	$51.2K	Hold	568	–	–	0.01%	434
2023 Q4	$51.1K	Buy	568 +490	+628%	+$43.8K	0.01%	423
2023 Q3	$6.96K	Sell	78 -25	-24%	-$2.23K	﹤0.01%	819
2023 Q2	$9.21K	Sell	103 -11	-10%	-$990	﹤0.01%	752
2023 Q1	$10.3K	Buy	114 +66	+138%	+$5.93K	﹤0.01%	671
2022 Q4	$4.31K	Hold	48	–	–	﹤0.01%	817
2022 Q3	$4K	Hold	48	–	–	﹤0.01%	825
2022 Q2	$4K	Hold	48	–	–	﹤0.01%	834
2022 Q1	$4K	Hold	48	–	–	﹤0.01%	827
2021 Q4	$5K	Hold	48	–	–	﹤0.01%	713
2021 Q3	$5K	Buy	48 +23	+92%	+$2.18K	﹤0.01%	700
2021 Q2	$2K	Hold	25	–	–	﹤0.01%	767
2021 Q1	$2K	Buy	+25	New	+$2.39K	﹤0.01%	679

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 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

Key Financial Inc's FTSD Position: Q2 2026 in Review

Key Financial Inc sold out of Franklin Short Duration US Government ETF (FTSD) in Q2 2026, closing a stake of 12 shares — an estimated $1.09K sold.

Key Financial Inc first reported a position in FTSD in Q1 2021 and held it in 21 quarters. The position peaked at $51.9K in Q3 2024. 65 funds tracked by Wall St. Rank hold FTSD as of Q2 2026.

Key Financial Inc reported no remaining Franklin Short Duration US Government ETF position as of Q2 2026 after selling out during the quarter.
Key Financial Inc sold 12 Franklin Short Duration US Government ETF shares in Q2 2026, an estimated $1.09K.
Key Financial Inc first reported a position in Franklin Short Duration US Government ETF in Q1 2021 and held it in 21 quarters.
Key Financial Inc's Franklin Short Duration US Government ETF position peaked at $51.9K in Q3 2024.
65 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.