Wealthcare Advisory Partners
FTSD icon

Wealthcare Advisory Partners’s Franklin Short Duration US Government ETF FTSD Stock Holding History

Wealthcare Advisory Partners’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
Q3 		$19.7M Buy
221,363
+11,352
+5% +$1.02M 0.33% 63
2026
Q2 		$19M Buy
210,011
+10,705
+5% +$968K 0.36% 54
2026
Q1 		$18.1M Buy
199,306
+194,208
+3,809% +$17.7M 0.35% 58
2025
Q4 		$464K Buy
5,098
+50
+1% +$4.55K 0.01% 716
2025
Q3 		$460K Sell
5,048
-174,989
-97% -$15.9M 0.01% 703
2025
Q2 		$16.4M Sell
180,037
-62,364
-26% -$5.65M 0.37% 52
2025
Q1 		$22M Sell
242,401
-6,563
-3% -$594K 0.59% 33
2024
Q4 		$22.5M Buy
248,964
+12,006
+5% +$1.09M 0.62% 33
2024
Q3 		$21.6M Buy
236,958
+28,852
+14% +$2.61M 0.62% 33
2024
Q2 		$18.7M Buy
208,106
+7,236
+4% +$650K 0.59% 34
2024
Q1 		$18.1M Buy
200,870
+22,929
+13% +$2.06M 0.59% 36
2023
Q4 		$16M Sell
177,941
-30,786
-15% -$2.75M 0.64% 39
2023
Q3 		$18.6M Buy
208,727
+22,856
+12% +$2.04M 0.86% 25
2023
Q2 		$16.6M Buy
185,871
+48,941
+36% +$4.4M 0.74% 31
2023
Q1 		$12.4M Buy
136,930
+14,130
+12% +$1.27M 0.53% 43
2022
Q4 		$11M Buy
122,800
+33,149
+37% +$2.96M 0.52% 43
2022
Q3 		$8.05M Buy
89,651
+31,315
+54% +$2.84M 0.46% 45
2022
Q2 		$5.33M Buy
+58,336
New +$5.34M 0.32% 58

Other funds holding FTSD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Smartleaf Asset Management
Smartleaf Asset Management Boston, Massachusetts $3.49B AUM 19.81% 1-Year Est. Return

Wealthcare Advisory Partners's FTSD Position: Q3 2026 in Review

Wealthcare Advisory Partners increased its Franklin Short Duration US Government ETF (FTSD) stake by 5.4% in Q3 2026, buying an estimated $1.02M and bringing the position to 221,363 shares worth $19.7M. The position accounts for 0.33% of the portfolio, ranked #63.

Wealthcare Advisory Partners first reported a position in FTSD in Q2 2022 and has held it in 18 quarters since. The position peaked at $22.5M in Q4 2024. 55 funds tracked by Wall St. Rank hold FTSD as of Q3 2026.

  • Wealthcare Advisory Partners held 221,363 shares of Franklin Short Duration US Government ETF worth $19.7M as of Q3 2026.
  • Wealthcare Advisory Partners bought 11,352 Franklin Short Duration US Government ETF shares in Q3 2026, an estimated $1.02M.
  • Franklin Short Duration US Government ETF made up 0.33% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #63 holding.
  • Wealthcare Advisory Partners first reported a position in Franklin Short Duration US Government ETF in Q2 2022 and has held it in 18 quarters since.
  • Wealthcare Advisory Partners's Franklin Short Duration US Government ETF position peaked at $22.5M in Q4 2024.
  • 55 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.