Franklin Short Duration U.S.FTSDETF

13F holders, Q2 2024 (June 30)
47holders +3
7new positions
5sold out
1famous investor
$90.05avg. 13F price*

At the end of Q2 2024, 47 institutions reported holding Franklin Short Duration U.S. (FTSD) in their 13F filings, up 3 from Q1 2024. 7 opened new positions and 5 sold out. The largest holders were Franklin Resources Inc. ($30.0M), Wealthcare Advisory Partners LLC ($18.7M) and Bank of America Corp. ($7.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Franklin Short Duration U.S.
CUSIP
353506108
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 44Q1 2024Q2 2024: 47Q2 2024Q3 2024: 46Q3 2024Q4 2024: 54Q4 2024Q1 2025: 57Q1 2025Q2 2025: 52Q2 2025Q3 2025: 57Q3 2025Q4 2025: 62Q4 2025Q1 2026: 66Q1 2026Q2 2026: 65Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions7$3.3M
Exits5$10.7M

All 13F filers, Q1 2024 → Q2 2024: 102,244 shares bought and 227,695 shares sold, net −125,451 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 47 holders

Franklin Resources Inc. 0.01% Reduce -1.4% 333,593 $30.0M
Wealthcare Advisory Partners LLC 0.59% Add +3.6% 208,106 $18.7M
Bank of America Corp. 0.00% Add +37.4% 83,852 $7.6M
LPL Financial LLC 0.00% Add +12.5% 56,561 $5.1M
Financial & Tax Architects, LLC 0.72% Reduce -26.8% 29,915 $2.7M
Osaic Holdings, Inc. 0.01% Reduce -2.1% 26,301 $2.4M
Morgan Stanley 0.00% Reduce -0.9% 25,797 $2.3M
Citadel Advisors 0.00% Add +928.9% 24,818 $2.2M
Farther Finance Advisors, LLC 0.10% Reduce -5.7% 24,142 $2.2M
Kingswood Wealth Advisors, LLC 0.17% No change 21,000 $1.9M
Raymond James Financial Services Advisors, Inc. 0.00% Add +19.3% 20,740 $1.9M
Royal Bank of Canada 0.00% Reduce -0.2% 20,266 $1.8M
Sowell Financial Services LLC 0.06% New 14,750 $1.3M
Koshinski Asset Management, Inc. 0.10% Add +17.6% 11,763 $1.1M
Sanctuary Advisors, LLC 0.01% — 11,550 $1.0M
UBS Group AG 0.00% Reduce -34.8% 11,296 $1.0M
Wells Fargo & Company 0.00% Reduce -8.8% 11,148 $1.0M
Savant Capital, LLC 0.01% Reduce -8.1% 11,115 $1.0M
Atria Investments, Inc 0.01% New 10,257 $924K
Commonwealth Equity Services, LLC 0.00% Reduce -23.6% 8,783 $791K
Atria Wealth Solutions, Inc. 0.01% New 7,758 $699K
Cibc World Market Inc. 0.00% Reduce -52.6% 7,497 $675K
Stratos Wealth Partners, LTD. 0.01% Reduce -56.0% 5,845 $526K
Envestnet Asset Management Inc. 0.00% Reduce -69.4% 5,036 $454K
Cetera Investment Advisers 0.00% Reduce -68.1% 4,005 $361K
U.S. Capital Wealth Advisors, LLC 0.01% Add +19.7% 3,932 $354K
Berger Financial Group, Inc 0.03% Reduce -2.5% 3,783 $341K
Raymond James & Associates 0.00% Reduce -87.1% 3,754 $338K
Larson Financial Group LLC 0.02% New 3,572 $322K
Laidlaw Wealth Management LLC 0.17% Reduce -17.8% 3,413 $307K
Intrua Financial, LLC 0.05% Reduce -4.5% 3,394 $306K
Cambridge Investment Research Advisors, Inc. 0.00% Add +18.0% 3,230 $291K
Susquehanna International Group, LLP 0.00% Reduce -50.8% 2,833 $255K
Verus Capital Partners, LLC 0.03% Reduce -2.6% 2,743 $247K
Kestra Private Wealth Services, LLC 0.00% Add +7.2% 2,730 $246K
StoneX Group Inc. 0.02% Add +10.0% 2,695 $243K
Flow Traders U.S. LLC 0.01% Reduce -84.2% 2,670 $240K
Sunbelt Securities, Inc. 0.02% Reduce -1.2% 1,929 $174K
Key Financial Inc 0.01% No change 568 $51K
Westside Investment Management, Inc. 0.01% No change 500 $45K
Continuum Advisory, LLC 0.01% No change 460 $41K
Principal Securities, Inc. 0.00% Reduce -42.6% 444 $40K
Jones Financial Companies LLLP 0.00% New 414 $37K
Geneos Wealth Management Inc. 0.00% Reduce -13.9% 180 $16K
PNC Financial Services Group, Inc. 0.00% New 59 $5K
Sound Income Strategies, LLC 0.00% No change 27 $2K
FMR LLC 0.00% New 2 $180

"% of holder's portfolio" is FTSD's weight in each manager's 13F, not the share of Franklin Short Duration U.S. the manager owns.