Steward Partners Investment Advisory’s Franklin Short Duration US Government ETF FTSD Stock Holding History

Steward Partners Investment Advisory’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	$1.05M	Sell	11,557 -376	-3%	-$34.2K	0.01%	1144
2025 Q4	$1.09M	Buy	11,933 +8,488	+246%	+$772K	0.01%	1034
2025 Q3	$314K	Buy	3,445 +2,752	+397%	+$250K	﹤0.01%	1631
2025 Q2	$63K	Buy	+693	New	+$62.8K	﹤0.01%	2359
2021 Q2	–	Sell	-5,884	Closed	-$560K	–	7201
2021 Q1	$560K	Buy	+5,884	New	+$563K	0.01%	848
2020 Q4	–	Sell	-208	Closed	-$20K	–	2924
2020 Q3	$20K	Hold	208	–	–	﹤0.01%	1889
2020 Q2	$20K	Buy	+208	New	+$19.9K	﹤0.01%	1772
2019 Q4	–	Sell	-15	Closed	-$1K	–	2642
2019 Q3	$1K	Hold	15	–	–	﹤0.01%	2520
2019 Q2	$1K	Buy	+15	New	+$1.42K	﹤0.01%	2524
2018 Q4	–	Sell	-7	Closed	-$1K	–	1273
2018 Q3	$1K	Hold	7	–	–	﹤0.01%	2491
2018 Q2	$1K	Buy	+7	New	+$666	﹤0.01%	2343

Other funds holding FTSD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Steward Partners Investment Advisory's FTSD Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Franklin Short Duration US Government ETF (FTSD) stake by 3.2% in Q1 2026, selling an estimated $34.2K and leaving 11,557 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #1144.

Steward Partners Investment Advisory first reported a position in FTSD in Q2 2018 and has held it in 11 quarters since. The position peaked at $1.09M in Q4 2025. 66 funds tracked by Wall St. Rank hold FTSD as of Q1 2026.

Steward Partners Investment Advisory held 11,557 shares of Franklin Short Duration US Government ETF worth $1.05M as of Q1 2026.
Steward Partners Investment Advisory sold 376 Franklin Short Duration US Government ETF shares in Q1 2026, an estimated $34.2K.
Franklin Short Duration US Government ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1144 holding.
Steward Partners Investment Advisory first reported a position in Franklin Short Duration US Government ETF in Q2 2018 and has held it in 11 quarters since.
Steward Partners Investment Advisory's Franklin Short Duration US Government ETF position peaked at $1.09M in Q4 2025.
66 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.