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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
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
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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
UBS Group
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
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

WCG Wealth Advisors's FTSD Position: Q1 2026 in Review

WCG Wealth Advisors increased its Franklin Short Duration US Government ETF (FTSD) stake by 8.8% in Q1 2026, buying an estimated $138K and bringing the position to 18,691 shares worth $1.7M. The position accounts for 0.05% of the portfolio, ranked #289.

WCG Wealth Advisors first reported a position in FTSD in Q4 2025 and has held it in 2 quarters since. 66 funds tracked by Wall St. Rank hold FTSD as of Q1 2026.

  • WCG Wealth Advisors held 18,691 shares of Franklin Short Duration US Government ETF worth $1.7M as of Q1 2026.
  • WCG Wealth Advisors bought 1,519 Franklin Short Duration US Government ETF shares in Q1 2026, an estimated $138K.
  • Franklin Short Duration US Government ETF made up 0.05% of WCG Wealth Advisors's portfolio in Q1 2026, its #289 holding.
  • WCG Wealth Advisors first reported a position in Franklin Short Duration US Government ETF in Q4 2025 and has held it in 2 quarters since.
  • 66 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.