WCG Wealth Advisors’s Franklin Short Duration US Government ETF FTSD Stock Holding History

WCG 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 Q2	$1.67M	Sell	18,495 -196	-1%	-$17.7K	0.04%	327
2026 Q1	$1.7M	Buy	18,691 +1,519	+9%	+$138K	0.05%	289
2025 Q4	$1.56M	Buy	+17,172	New	+$1.56M	0.04%	289

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

IWC

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

WCG Wealth Advisors's FTSD Position: Q2 2026 in Review

WCG Wealth Advisors reduced its Franklin Short Duration US Government ETF (FTSD) stake by 1% in Q2 2026, selling an estimated $17.7K and leaving 18,495 shares worth $1.67M. The position accounts for 0.04% of the portfolio, ranked #327.

WCG Wealth Advisors first reported a position in FTSD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.7M in Q1 2026. 65 funds tracked by Wall St. Rank hold FTSD as of Q2 2026.

WCG Wealth Advisors held 18,495 shares of Franklin Short Duration US Government ETF worth $1.67M as of Q2 2026.
WCG Wealth Advisors sold 196 Franklin Short Duration US Government ETF shares in Q2 2026, an estimated $17.7K.
Franklin Short Duration US Government ETF made up 0.04% of WCG Wealth Advisors's portfolio in Q2 2026, its #327 holding.
WCG Wealth Advisors first reported a position in Franklin Short Duration US Government ETF in Q4 2025 and has held it in 3 quarters since.
WCG Wealth Advisors's Franklin Short Duration US Government ETF position peaked at $1.7M in Q1 2026.
65 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.