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

LPL Financial’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	$40M	Sell	440,738 -25,499	-5%	-$2.32M	0.01%	1036
2025 Q4	$42.4M	Buy	466,237 +70,066	+18%	+$6.37M	0.01%	950
2025 Q3	$36.1M	Sell	396,171 -41,542	-9%	-$3.77M	0.01%	1002
2025 Q2	$39.8M	Buy	437,713 +182,479	+71%	+$16.5M	0.01%	884
2025 Q1	$23.2M	Buy	255,234 +143,464	+128%	+$13M	0.01%	1065
2024 Q4	$10.1M	Buy	111,770 +52,572	+89%	+$4.76M	﹤0.01%	1541
2024 Q3	$5.4M	Buy	59,198 +2,637	+5%	+$239K	﹤0.01%	1934
2024 Q2	$5.09M	Buy	56,561 +6,276	+12%	+$564K	﹤0.01%	1828
2024 Q1	$4.53M	Buy	50,285 +9,823	+24%	+$884K	﹤0.01%	1868
2023 Q4	$3.64M	Buy	40,462 +2,353	+6%	+$210K	﹤0.01%	1912
2023 Q3	$3.4M	Buy	38,109 +7,433	+24%	+$664K	﹤0.01%	1855
2023 Q2	$2.74M	Sell	30,676 -48,286	-61%	-$4.34M	﹤0.01%	1989
2023 Q1	$7.14M	Sell	78,962 -1,571	-2%	-$141K	0.01%	1290
2022 Q4	$7.2M	Buy	80,533 +974	+1%	+$87.1K	0.01%	1236
2022 Q3	$7.14M	Sell	79,559 -29,551	-27%	-$2.68M	0.01%	1139
2022 Q2	$9.97M	Buy	109,110 +78,305	+254%	+$7.17M	0.01%	966
2022 Q1	$2.84M	Sell	30,805 -1,139	-4%	-$106K	﹤0.01%	1803
2021 Q4	$3M	Buy	31,944 +1,112	+4%	+$105K	﹤0.01%	1782
2021 Q3	$2.92M	Buy	30,832 +3,825	+14%	+$363K	﹤0.01%	1765
2021 Q2	$2.56M	Sell	27,007 -3,167	-10%	-$301K	﹤0.01%	1782
2021 Q1	$2.87M	Buy	30,174 +706	+2%	+$67.5K	﹤0.01%	1593
2020 Q4	$2.82M	Buy	29,468 +1,507	+5%	+$144K	﹤0.01%	1455
2020 Q3	$2.68M	Buy	27,961 +6,010	+27%	+$577K	﹤0.01%	1304
2020 Q2	$2.1M	Buy	21,951 +4,685	+27%	+$447K	﹤0.01%	1325
2020 Q1	$1.64M	Sell	17,266 -269	-2%	-$25.5K	﹤0.01%	1319
2019 Q4	$1.65M	Buy	17,535 +3,586	+26%	+$339K	﹤0.01%	1483
2019 Q3	$1.32M	Sell	13,949 -19,579	-58%	-$1.85M	﹤0.01%	1541
2019 Q2	$3.17M	Buy	33,528 +24,439	+269%	+$2.31M	0.01%	986
2019 Q1	$858K	Buy	9,089 +341	+4%	+$32.2K	﹤0.01%	1760
2018 Q4	$829K	Buy	8,748 +485	+6%	+$45.8K	﹤0.01%	1678
2018 Q3	$781K	Buy	8,263 +69	+0.8%	+$6.54K	﹤0.01%	1867
2018 Q2	$778K	Buy	8,194 +1,653	+25%	+$157K	﹤0.01%	1818
2018 Q1	$623K	Buy	6,541 +817	+14%	+$78K	﹤0.01%	1960
2017 Q4	$548K	Buy	5,724 +857	+18%	+$82.4K	﹤0.01%	1984
2017 Q3	$469K	Buy	4,867 +1,522	+46%	+$147K	﹤0.01%	1992
2017 Q2	$323K	Buy	+3,345	New	+$324K	﹤0.01%	2229

Other funds holding FTSD

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial's FTSD Position: Q1 2026 in Review

LPL Financial reduced its Franklin Short Duration US Government ETF (FTSD) stake by 5.5% in Q1 2026, selling an estimated $2.32M and leaving 440,738 shares worth $40M. The position accounts for 0.01% of the portfolio, ranked #1036.

LPL Financial first reported a position in FTSD in Q2 2017 and has held it in 36 quarters since. The position peaked at $42.4M in Q4 2025. 66 funds tracked by Wall St. Rank hold FTSD as of Q1 2026.

LPL Financial held 440,738 shares of Franklin Short Duration US Government ETF worth $40M as of Q1 2026.
LPL Financial sold 25,499 Franklin Short Duration US Government ETF shares in Q1 2026, an estimated $2.32M.
Franklin Short Duration US Government ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1036 holding.
LPL Financial first reported a position in Franklin Short Duration US Government ETF in Q2 2017 and has held it in 36 quarters since.
LPL Financial's Franklin Short Duration US Government ETF position peaked at $42.4M in Q4 2025.
66 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.