MHS
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M Holdings Securities’s Franklin Short Duration US Government ETF FTSD Stock Holding History

M Holdings Securities’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
Q2 		– Sell
-37,276
Closed -$3.38M – 169
2025
Q1 		$3.38M Sell
37,276
-4,105
-10% -$372K 0.56% 38
2024
Q4 		$3.73M Buy
+41,381
New +$3.74M 0.6% 37
2024
Q2 		– Sell
-54,991
Closed -$4.96M – 322
2024
Q1 		$4.96M Sell
54,991
-8,638
-14% -$778K 0.83% 26
2023
Q4 		$5.72M Sell
63,629
-14,542
-19% -$1.3M 0.65% 31
2023
Q3 		$6.98M Buy
+78,171
New +$6.98M 0.92% 25
2023
Q1 		– Sell
-131,909
Closed -$11.9M – 514
2022
Q4 		$11.8M Sell
131,909
-13,846
-9% -$1.24M 1.24% 17
2022
Q3 		$13.1M Sell
145,755
-36,613
-20% -$3.33M 1.45% 12
2022
Q2 		$16.7M Sell
182,368
-72,922
-29% -$6.67M 1.69% 8
2022
Q1 		$23.5M Buy
+255,290
New +$23.8M 1.78% 8
2021
Q2 		$19.7M Buy
207,524
+21,343
+11% +$2.03M 1.93% 8
2021
Q1 		$17.7M Buy
186,181
+22,552
+14% +$2.16M 1.61% 9
2020
Q4 		$15.7M Buy
163,629
+31,551
+24% +$3.02M 2% 8
2020
Q3 		$12.7M Buy
132,078
+21,930
+20% +$2.1M 2.02% 10
2020
Q2 		$10.6M Buy
110,148
+65,600
+147% +$6.27M 1.89% 14
2020
Q1 		$4.22M Buy
+44,548
New +$4.22M 0.63% 41

Other funds holding FTSD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Franklin Resources
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

M Holdings Securities's FTSD Position: Q2 2025 in Review

M Holdings Securities sold out of Franklin Short Duration US Government ETF (FTSD) in Q2 2025, closing a stake of 37,276 shares — an estimated $3.38M sold.

M Holdings Securities first reported a position in FTSD in Q1 2020 and held it in 15 quarters. The position peaked at $23.5M in Q1 2022. 52 funds tracked by Wall St. Rank hold FTSD as of Q2 2025.

  • M Holdings Securities reported no remaining Franklin Short Duration US Government ETF position as of Q2 2025 after selling out during the quarter.
  • M Holdings Securities sold 37,276 Franklin Short Duration US Government ETF shares in Q2 2025, an estimated $3.38M.
  • M Holdings Securities first reported a position in Franklin Short Duration US Government ETF in Q1 2020 and held it in 15 quarters.
  • M Holdings Securities's Franklin Short Duration US Government ETF position peaked at $23.5M in Q1 2022.
  • 52 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q2 2025.

Based on M Holdings Securities's 13F filing for Q2 2025, filed 13 Aug 2025.