Westside Investment Management’s Franklin Short Duration US Government ETF FTSD Stock Holding History

Westside Investment 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 Q2	–	Sell	-500	Closed	-$45.4K	–	1292
2025 Q1	$45.4K	Hold	500	–	–	0.01%	419
2024 Q4	$45.1K	Hold	500	–	–	0.01%	423
2024 Q3	$45.7K	Hold	500	–	–	0.01%	417
2024 Q2	$45K	Hold	500	–	–	0.01%	402
2024 Q1	$45.1K	Hold	500	–	–	0.01%	394
2023 Q4	$45K	Hold	500	–	–	0.01%	377
2023 Q3	$44.6K	Hold	500	–	–	0.01%	363
2023 Q2	$44.7K	Hold	500	–	–	0.01%	368
2023 Q1	$45.2K	Hold	500	–	–	0.01%	366
2022 Q4	$44	Buy	+500	New	+$44.7K	﹤0.01%	426

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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

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

IWC

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

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

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

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

Westside Investment Management's FTSD Position: Q2 2025 in Review

Westside Investment Management sold out of Franklin Short Duration US Government ETF (FTSD) in Q2 2025, closing a stake of 500 shares — an estimated $45.4K sold.

Westside Investment Management first reported a position in FTSD in Q4 2022 and held it in 10 quarters. The position peaked at $45.7K in Q3 2024. 52 funds tracked by Wall St. Rank hold FTSD as of Q2 2025.

Westside Investment Management reported no remaining Franklin Short Duration US Government ETF position as of Q2 2025 after selling out during the quarter.
Westside Investment Management sold 500 Franklin Short Duration US Government ETF shares in Q2 2025, an estimated $45.4K.
Westside Investment Management first reported a position in Franklin Short Duration US Government ETF in Q4 2022 and held it in 10 quarters.
Westside Investment Management's Franklin Short Duration US Government ETF position peaked at $45.7K in Q3 2024.
52 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q2 2025.

Based on Westside Investment Management's 13F filing for Q2 2025, filed 5 Aug 2025.