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Laidlaw Wealth Management’s Franklin Short Duration US Government ETF FTSD Stock Holding History

Laidlaw Wealth Management’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
Q1 		– Sell
-2,362
Closed -$213K – 85
2024
Q4 		$213K Sell
2,362
-360
-13% -$32.6K 0.09% 162
2024
Q3 		$249K Sell
2,722
-691
-20% -$62.6K 0.12% 150
2024
Q2 		$307K Sell
3,413
-738
-18% -$66.3K 0.17% 130
2024
Q1 		$374K Sell
4,151
-326
-7% -$29.3K 0.21% 118
2023
Q4 		$403K Sell
4,477
-400
-8% -$35.8K 0.15% 148
2023
Q3 		$435K Sell
4,877
-4,629
-49% -$413K 0.14% 165
2023
Q2 		$850K Buy
9,506
+745
+9% +$67K 0.17% 135
2023
Q1 		$792K Sell
8,761
-4,878
-36% -$438K 0.16% 152
2022
Q4 		$1.22M Buy
13,639
+808
+6% +$72.3K 0.26% 103
2022
Q3 		$1.15M Sell
12,831
-13,091
-51% -$1.19M 0.27% 98
2022
Q2 		$2.37M Sell
25,922
-51,425
-66% -$4.71M 0.48% 60
2022
Q1 		$7.13M Sell
77,347
-2,549
-3% -$237K 1.19% 12
2021
Q4 		$7.51M Buy
79,896
+12,563
+19% +$1.18M 1.2% 13
2021
Q3 		$6.38M Buy
67,333
+2,795
+4% +$265K 1.64% 9
2021
Q2 		$6.13M Buy
64,538
+7,881
+14% +$750K 1.58% 9
2021
Q1 		$5.39M Buy
56,657
+20,481
+57% +$1.96M 1.84% 8
2020
Q4 		$3.46M Buy
36,176
+7,328
+25% +$701K 0.73% 29
2020
Q3 		$2.77M Buy
28,848
+8,168
+39% +$784K 1.23% 14
2020
Q2 		$1.98M Sell
20,680
-2,043
-9% -$195K 1.03% 22
2020
Q1 		$2.15M Buy
+22,723
New +$2.15M 1.41% 15

Other funds holding FTSD

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

Laidlaw Wealth Management's FTSD Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Franklin Short Duration US Government ETF (FTSD) in Q1 2025, closing a stake of 2,362 shares — an estimated $213K sold.

Laidlaw Wealth Management first reported a position in FTSD in Q1 2020 and held it in 20 quarters. The position peaked at $7.51M in Q4 2021. 57 funds tracked by Wall St. Rank hold FTSD as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining Franklin Short Duration US Government ETF position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 2,362 Franklin Short Duration US Government ETF shares in Q1 2025, an estimated $213K.
  • Laidlaw Wealth Management first reported a position in Franklin Short Duration US Government ETF in Q1 2020 and held it in 20 quarters.
  • Laidlaw Wealth Management's Franklin Short Duration US Government ETF position peaked at $7.51M in Q4 2021.
  • 57 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.