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

Novem 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 Q2	$318K	Buy	3,513 +36	+1%	+$3.26K	0.03%	346
2026 Q1	$316K	Buy	3,477 +22	+0.6%	+$2K	0.04%	342
2025 Q4	$314K	Buy	3,455 +51	+1%	+$4.64K	0.04%	328
2025 Q3	$310K	Buy	3,404 +235	+7%	+$21.3K	0.04%	328
2025 Q2	$288K	Buy	3,169 +34	+1%	+$3.08K	0.04%	323
2025 Q1	$285K	Buy	3,135 +24	+0.8%	+$2.17K	0.04%	294
2024 Q4	$281K	Buy	+3,111	New	+$281K	0.04%	296

Other funds holding FTSD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Novem Group's FTSD Position: Q2 2026 in Review

Novem Group increased its Franklin Short Duration US Government ETF (FTSD) stake by 1% in Q2 2026, buying an estimated $3.26K and bringing the position to 3,513 shares worth $318K. The position accounts for 0.03% of the portfolio, ranked #346.

Novem Group first reported a position in FTSD in Q4 2024 and has held it in 7 quarters since. 65 funds tracked by Wall St. Rank hold FTSD as of Q2 2026.

Novem Group held 3,513 shares of Franklin Short Duration US Government ETF worth $318K as of Q2 2026.
Novem Group bought 36 Franklin Short Duration US Government ETF shares in Q2 2026, an estimated $3.26K.
Franklin Short Duration US Government ETF made up 0.03% of Novem Group's portfolio in Q2 2026, its #346 holding.
Novem Group first reported a position in Franklin Short Duration US Government ETF in Q4 2024 and has held it in 7 quarters since.
65 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.