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
2023
Q3 		– Sell
-8,132
Closed -$727K – 230
2023
Q2 		$727K Sell
8,132
-103,562
-93% -$9.32M 0.15% 86
2023
Q1 		$10.1M Buy
+111,694
New +$10M 1.04% 21

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.