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 Q2	$1.72M	Buy	19,018 +7,461	+65%	+$675K	0.01%	992
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 $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

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

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 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

Steward Partners Investment Advisory's FTSD Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Franklin Short Duration US Government ETF (FTSD) stake by 65% in Q2 2026, buying an estimated $675K and bringing the position to 19,018 shares worth $1.72M. The position accounts for 0.01% of the portfolio, ranked #992.

Steward Partners Investment Advisory first reported a position in FTSD in Q2 2018 and has held it in 12 quarters since. 65 funds tracked by Wall St. Rank hold FTSD as of Q2 2026.

Steward Partners Investment Advisory held 19,018 shares of Franklin Short Duration US Government ETF worth $1.72M as of Q2 2026.
Steward Partners Investment Advisory bought 7,461 Franklin Short Duration US Government ETF shares in Q2 2026, an estimated $675K.
Franklin Short Duration US Government ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #992 holding.
Steward Partners Investment Advisory first reported a position in Franklin Short Duration US Government ETF in Q2 2018 and has held it in 12 quarters since.
65 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.