U.S. Capital Wealth Advisors’s Franklin Short Duration US Government ETF FTSD Stock Holding History

U.S. Capital Wealth 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
2026 Q1	$404K	Hold	4,448	–	–	0.01%	731
2025 Q4	$405K	Sell	4,448 -550	-11%	-$50K	0.01%	714
2025 Q3	$455K	Hold	4,998	–	–	0.01%	656
2025 Q2	$454K	Sell	4,998 -1,100	-18%	-$99.6K	0.01%	618
2025 Q1	$554K	Buy	6,098 +165	+3%	+$14.9K	0.02%	570
2024 Q4	$536K	Buy	5,933 +2,001	+51%	+$181K	0.02%	545
2024 Q3	$359K	Hold	3,932	–	–	0.01%	546
2024 Q2	$354K	Buy	3,932 +647	+20%	+$58.1K	0.01%	535
2024 Q1	$296K	Hold	3,285	–	–	0.01%	571
2023 Q4	$296K	Buy	+3,285	New	+$294K	0.01%	556

Other funds holding FTSD

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Thrivent Financial for Lutherans

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

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Jones Financial Companies

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