Stifel Financial’s Franklin Short Duration US Government ETF FTSD Stock Holding History

Stifel Financial’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	$759K	Buy	+8,365	New	+$761K	﹤0.01%	2614
2023 Q1	–	Sell	-23,083	Closed	-$2.07M	–	3360
2022 Q4	$2.07M	Sell	23,083 -2,710	-11%	-$242K	﹤0.01%	1505
2022 Q3	$2.31M	Sell	25,793 -5,953	-19%	-$541K	﹤0.01%	1366
2022 Q2	$2.9M	Sell	31,746 -3,301	-9%	-$302K	﹤0.01%	1256
2022 Q1	$3.23M	Sell	35,047 -13,441	-28%	-$1.25M	﹤0.01%	1301
2021 Q4	$4.55M	Buy	48,488 +839	+2%	+$79.1K	0.01%	1125
2021 Q3	$4.51M	Buy	47,649 +12,196	+34%	+$1.16M	0.01%	1070
2021 Q2	$3.37M	Buy	35,453 +31,699	+844%	+$3.02M	0.01%	1248
2021 Q1	$357K	Buy	+3,754	New	+$359K	﹤0.01%	2687
2017 Q4	–	Sell	-6,800	Closed	-$655K	–	2678
2017 Q3	$655K	Hold	6,800	–	–	﹤0.01%	1728
2017 Q2	$656K	Buy	6,800 +800	+13%	+$77.5K	﹤0.01%	1725
2017 Q1	$583K	Buy	+6,000	New	+$583K	﹤0.01%	1726

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

Stifel Financial's FTSD Position: Q1 2026 in Review

Stifel Financial opened a new position in Franklin Short Duration US Government ETF (FTSD) in Q1 2026: 8,365 shares worth $759K. The stake represents ﹤0.01% of the portfolio and ranks #2614 among its holdings. This is a return to the name: Stifel Financial previously reported a position in FTSD as recently as Q4 2022.

Stifel Financial first reported a position in FTSD in Q1 2017 and has held it in 12 quarters since. The position peaked at $4.55M in Q4 2021. 66 funds tracked by Wall St. Rank hold FTSD as of Q1 2026.

Stifel Financial held 8,365 shares of Franklin Short Duration US Government ETF worth $759K as of Q1 2026.
Franklin Short Duration US Government ETF was a new Stifel Financial position in Q1 2026.
Franklin Short Duration US Government ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2614 holding.
Stifel Financial first reported a position in Franklin Short Duration US Government ETF in Q1 2017 and has held it in 12 quarters since.
Stifel Financial's Franklin Short Duration US Government ETF position peaked at $4.55M in Q4 2021.
66 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.