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Perennial Investment Advisors’s Franklin Short Duration US Government ETF FTSD Stock Holding History

Perennial Investment Advisors’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
Q1 		– Sell
-2,490
Closed -$225K – 449
2024
Q4 		$225K Buy
+2,490
New +$225K 0.03% 363

Other funds holding FTSD

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

Perennial Investment Advisors's FTSD Position: Q1 2025 in Review

Perennial Investment Advisors sold out of Franklin Short Duration US Government ETF (FTSD) in Q1 2025, closing a stake of 2,490 shares — an estimated $225K sold.

Perennial Investment Advisors first reported a position in FTSD in Q4 2024 and held it in 1 quarter. The position peaked at $225K in Q4 2024. 57 funds tracked by Wall St. Rank hold FTSD as of Q1 2025.

  • Perennial Investment Advisors reported no remaining Franklin Short Duration US Government ETF position as of Q1 2025 after selling out during the quarter.
  • Perennial Investment Advisors sold 2,490 Franklin Short Duration US Government ETF shares in Q1 2025, an estimated $225K.
  • Perennial Investment Advisors first reported a position in Franklin Short Duration US Government ETF in Q4 2024 and held it in 1 quarter.
  • Perennial Investment Advisors's Franklin Short Duration US Government ETF position peaked at $225K in Q4 2024.
  • 57 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q1 2025.

Based on Perennial Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.