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FTSD Institutional Ownership

Franklin Short Duration U.S. Government ETF
1W: -0.1% 1M: -1.1% 3M: -1.6% YTD: -1.9% 1Y: -1.1% 3Y: +11.1% 5Y: +9.5%
$88.70
+0.02 (+0.02%)
 
Weekly Expected Move ±0.3%
$88 $88 $89 $89 $89
ETF AMEX · AUM $289.4M

Institutional Ownership — FTSD

72
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
185M
Total Invested
8
New Positions
31
Increased
30
Reduced
7
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (77 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 393,366 35M -47,372 -10.7% 37Q SEC ↗
2 FRANKLIN RESOURCES INC 320,616 28M +105 +0.0% 22Q SEC ↗
3 Wealthcare Advisory Partners LLC 210,011 19M +10,705 +5.4% 17Q SEC ↗
4 UBS Group AG 136,212 12M +12,752 +10.3% 43Q SEC ↗
5 BANK OF AMERICA CORP /DE 105,120 9M +6,762 +6.9% 15Q SEC ↗
6 RAYMOND JAMES FINANCIAL INC 97,622 9M -13,716 -12.3% 7Q SEC ↗
7 Thrivent Financial for Lutherans 63,421 6M -9,381 -12.9% 4Q SEC ↗
8 Integrated Wealth Concepts LLC 63,331 6M -626 -1.0% 7Q SEC ↗
9 WELLS FARGO & COMPANY/MN 55,057 5M -10,705 -16.3% 28Q SEC ↗
10 ROYAL BANK OF CANADA 52,837 5M +45,755 +646.1% 37Q SEC ↗
11 JONES FINANCIAL COMPANIES LLLP 45,250 4M +5,570 +14.0% 9Q SEC ↗
12 COMMONWEALTH EQUITY SERVICES, LLC 40,186 4M +584 +1.5% 25Q SEC ↗
13 Parkway Wealth Management Group, LLC 35,686 3M +6,573 +22.6% 3Q SEC ↗
14 Cetera Investment Advisers 32,029 3M +3,288 +11.4% 15Q SEC ↗
15 Smartleaf Asset Management LLC 29,442 3M — +0.0% 4Q SEC ↗
16 BENJAMIN EDWARDS INC 29,348 3M +787 +2.8% 2Q SEC ↗
17 Joseph P. Lucia & Associates, LLC 25,425 2M -338 -1.3% 8Q SEC ↗
18 MORGAN STANLEY 23,270 2M -918 -3.8% 36Q SEC ↗
19 GOLDMAN SACHS GROUP INC NEW 23,087 2M — +0.0% 1Q SEC ↗
20 NATURAL INVESTMENTS, LLC 20,933 2M +818 +4.1% 7Q SEC ↗
21 CITADEL ADVISORS LLC 20,184 2M +5,515 +37.6% 16Q SEC ↗
22 D.A. DAVIDSON & CO. 19,187 2M +240 +1.3% 4Q SEC ↗
23 Steward Partners Investment Advisory, 19,018 2M +7,461 +64.6% 5Q SEC ↗
24 WCG Wealth Advisors LLC 18,495 2M -196 -1.0% 3Q SEC ↗
25 Philadelphia Investment Partners, LLC 17,578 2M +1,769 +11.2% 2Q SEC ↗
26 Cambridge Investment Research Advisors 17,527 2M +814 +4.9% 35Q SEC ↗
27 Sanctuary Advisors, LLC 15,818 1M +179 +1.1% 9Q SEC ↗
28 OSAIC HOLDINGS, INC. 15,743 1M +7,580 +92.9% 26Q SEC ↗
29 Koshinski Asset Management, Inc. 11,788 1M — +0.0% 27Q SEC ↗
30 Retirement Planning Group, LLC NEW 11,624 1M — +0.0% 1Q SEC ↗
31 Gotham Asset Management, LLC 11,185 992K +98 +0.9% 6Q SEC ↗
32 Essex Financial Services, Inc. 11,040 979K -108 -1.0% 3Q SEC ↗
33 ENVESTNET ASSET MANAGEMENT INC 8,601 763K +2,087 +32.0% 3Q SEC ↗
34 STIFEL FINANCIAL CORP 7,765 689K -600 -7.2% 2Q SEC ↗
35 IFP Advisors, Inc 7,687 682K +1,100 +16.7% 4Q SEC ↗
36 Atria Investments, Inc 7,678 681K -34 -0.4% 9Q SEC ↗
37 World Investment Advisors 7,504 666K -244 -3.1% 8Q SEC ↗
38 Gateway Wealth Partners, LLC 7,347 652K -7,129 -49.2% 4Q SEC ↗
39 Farther Finance Advisors, LLC 6,427 570K -552 -7.9% 15Q SEC ↗
40 Janney Montgomery Scott LLC 6,377 566K +169 +2.7% 3Q SEC ↗
41 Asset Allocation Strategies LLC 5,159 458K +323 +6.7% 2Q SEC ↗
42 Cornerstone Wealth Management, LLC 5,042 447K +2,756 +120.6% 2Q SEC ↗
43 Kestra Advisory Services, LLC 4,831 429K +25 +0.5% 4Q SEC ↗
44 Golden State Wealth Management, LLC 4,669 414K -29 -0.6% 7Q SEC ↗
45 Arax Advisory Partners NEW 4,448 395K — +0.0% 1Q SEC ↗
46 U.S. Capital Wealth Advisors, LLC 4,448 395K — +0.0% 10Q SEC ↗
47 &PARTNERS 3,728 331K +38 +1.0% 2Q SEC ↗
48 NOVEM GROUP 3,513 312K +36 +1.0% 7Q SEC ↗
49 Encompass More Asset Management 3,477 308K +677 +24.2% 2Q SEC ↗
50 Stratos Wealth Partners, LTD. 3,201 284K -68 -2.1% 12Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
ROYAL BANK OF CANADA +45,755 +646.1% 52,837
UBS Group AG +12,752 +10.3% 136,212
Wealthcare Advisory Partners LLC +10,705 +5.4% 210,011
OSAIC HOLDINGS, INC. +7,580 +92.9% 15,743
Steward Partners Investment Advisor +7,461 +64.6% 19,018
BANK OF AMERICA CORP /DE +6,762 +6.9% 105,120
Parkway Wealth Management Group, LL +6,573 +22.6% 35,686
JONES FINANCIAL COMPANIES LLLP +5,570 +14.0% 45,250
CITADEL ADVISORS LLC +5,515 +37.6% 20,184
Cetera Investment Advisers +3,288 +11.4% 32,029
Cornerstone Wealth Management, LLC +2,756 +120.6% 5,042
ENVESTNET ASSET MANAGEMENT INC +2,087 +32.0% 8,601
Philadelphia Investment Partners, L +1,769 +11.2% 17,578
IFP Advisors, Inc +1,100 +16.7% 7,687
NATURAL INVESTMENTS, LLC +818 +4.1% 20,933
Cambridge Investment Research Advis +814 +4.9% 17,527
BENJAMIN EDWARDS INC +787 +2.8% 29,348
Encompass More Asset Management +677 +24.2% 3,477
COMMONWEALTH EQUITY SERVICES, LLC +584 +1.5% 40,186
Asset Allocation Strategies LLC +323 +6.7% 5,159
Biggest Decreases (20)
HolderReducedChange %Total Shares
LPL Financial LLC -47,372 -10.7% 393,366
RAYMOND JAMES FINANCIAL INC -13,716 -12.3% 97,622
WELLS FARGO & COMPANY/MN -10,705 -16.3% 55,057
Thrivent Financial for Lutherans -9,381 -12.9% 63,421
Gateway Wealth Partners, LLC -7,129 -49.2% 7,347
MORGAN STANLEY -918 -3.8% 23,270
Integrated Wealth Concepts LLC -626 -1.0% 63,331
STIFEL FINANCIAL CORP -600 -7.2% 7,765
MGO ONE SEVEN LLC -553 -16.1% 2,891
Farther Finance Advisors, LLC -552 -7.9% 6,427
Rockefeller Capital Management L.P. -543 -40.0% 816
Joseph P. Lucia & Associates, LLC -338 -1.3% 25,425
World Investment Advisors -244 -3.1% 7,504
WCG Wealth Advisors LLC -196 -1.0% 18,495
Larson Financial Group LLC -162 -6.1% 2,501
Essex Financial Services, Inc. -108 -1.0% 11,040
PNC Financial Services Group, Inc. -86 -17.1% 418
CIBC WORLD MARKET INC. -71 -3.1% 2,228
Stratos Wealth Partners, LTD. -68 -2.1% 3,201
Atria Investments, Inc -34 -0.4% 7,678

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms