Larson Financial Group’s Franklin Short Duration US Government ETF FTSD Stock Holding History

Larson Financial Group’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 Q1	$242K	Sell	2,663 -133	-5%	-$12.1K	0.01%	665
2025 Q4	$254K	Sell	2,796 -103	-4%	-$9.37K	0.01%	646
2025 Q3	$264K	Sell	2,899 -377	-12%	-$34.2K	0.01%	626
2025 Q2	$298K	Buy	3,276 +37	+1%	+$3.35K	0.01%	575
2025 Q1	$294K	Sell	3,239 -231	-7%	-$20.9K	0.01%	534
2024 Q4	$313K	Sell	3,470 -119	-3%	-$10.8K	0.02%	469
2024 Q3	$328K	Buy	3,589 +17	+0.5%	+$1.54K	0.02%	452
2024 Q2	$322K	Buy	+3,572	New	+$321K	0.02%	352

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Larson Financial Group's FTSD Position: Q1 2026 in Review

Larson Financial Group reduced its Franklin Short Duration US Government ETF (FTSD) stake by 4.8% in Q1 2026, selling an estimated $12.1K and leaving 2,663 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #665.

Larson Financial Group first reported a position in FTSD in Q2 2024 and has held it in 8 quarters since. The position peaked at $328K in Q3 2024. 66 funds tracked by Wall St. Rank hold FTSD as of Q1 2026.

Larson Financial Group held 2,663 shares of Franklin Short Duration US Government ETF worth $242K as of Q1 2026.
Larson Financial Group sold 133 Franklin Short Duration US Government ETF shares in Q1 2026, an estimated $12.1K.
Franklin Short Duration US Government ETF made up 0.01% of Larson Financial Group's portfolio in Q1 2026, its #665 holding.
Larson Financial Group first reported a position in Franklin Short Duration US Government ETF in Q2 2024 and has held it in 8 quarters since.
Larson Financial Group's Franklin Short Duration US Government ETF position peaked at $328K in Q3 2024.
66 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.