Synergy Asset Management’s Franklin Short Duration US Government ETF FTSD Stock Holding History

Synergy Asset Management’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 Q4	–	Sell	-17,800	Closed	-$1.62M	–	258
2025 Q3	$1.62M	Buy	17,800 +8,900	+100%	+$808K	0.06%	141
2025 Q2	$809K	Buy	8,900 +94	+1%	+$8.51K	0.09%	102
2025 Q1	$799K	Buy	8,806 +1,730	+24%	+$157K	0.1%	98
2024 Q4	$638K	Buy	+7,076	New	+$640K	0.05%	136

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Synergy Asset Management's FTSD Position: Q4 2025 in Review

Synergy Asset Management sold out of Franklin Short Duration US Government ETF (FTSD) in Q4 2025, closing a stake of 17,800 shares — an estimated $1.62M sold.

Synergy Asset Management first reported a position in FTSD in Q4 2024 and held it in 4 quarters. The position peaked at $1.62M in Q3 2025. 62 funds tracked by Wall St. Rank hold FTSD as of Q4 2025.

Synergy Asset Management reported no remaining Franklin Short Duration US Government ETF position as of Q4 2025 after selling out during the quarter.
Synergy Asset Management sold 17,800 Franklin Short Duration US Government ETF shares in Q4 2025, an estimated $1.62M.
Synergy Asset Management first reported a position in Franklin Short Duration US Government ETF in Q4 2024 and held it in 4 quarters.
Synergy Asset Management's Franklin Short Duration US Government ETF position peaked at $1.62M in Q3 2025.
62 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q4 2025.

Based on Synergy Asset Management's 13F filing for Q4 2025, filed 13 Jan 2026.