FRANKLIN ETF TR FTSD
SHRT DUR US GOVT · ETP · CUSIP 353506108
41
institutional holders
-2 vs Q1 2023
1.2m
shares reported held*
$109.6mreported value*
1 new
9 added
27 reduced
4 sold out
net sold ≈ $37.4m (-418.4k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $89.44.
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 44 |
| Q4 2022 | 47 |
| Q1 2023 | 43 |
| Q2 2023 | 41 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 19 | 30 |
| Q1 2023 | 21 | 27 |
| Q2 2023 | 10 | 31 |
Biggest buyers
| Wealthcare Advisory Partners LLC | Added | +48.9k |
| MORGAN STANLEY | Added | +17.3k |
| Farther Finance Advisors, LLC | Added | +8.2k |
| V Wealth Advisors LLC | New | +7.1k |
| CITADEL ADVISORS LLC | Added | +2.4k |
| Laidlaw Wealth Management LLC | Added | +745 |
| IFP Advisors, Inc | Added | +495 |
| Cetera Advisor Networks LLC | Added | +198 |
| Tennessee Valley Asset Management Partners | Added | +131 |
| Intrua Financial, LLC | Added | +13 |
Biggest sellers
| JANE STREET GROUP, LLC | Reduced | -110.4k |
| M Holdings Securities, Inc. | Reduced | -103.6k |
| BANK OF AMERICA CORP /DE/ | Reduced | -61.5k |
| LPL Financial LLC | Reduced | -48.3k |
| FRANKLIN RESOURCES INC | Reduced | -37.8k |
| Financial & Tax Architects, LLC | Reduced | -35.1k |
| UBS Group AG | Reduced | -29.7k |
| Atria Investments, Inc | Sold out | -18.7k |
| OSAIC HOLDINGS, INC. | Reduced | -14.3k |
| RAYMOND JAMES & ASSOCIATES | Reduced | -9.1k |
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 424.3k $38.0m | Reduced -37.8k |
| Wealthcare Advisory Partners LLC 0.74% of their portfolio | 185.9k $16.6m | Added +48.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 75.4k $6.7m | Reduced -61.5k |
| UBS Group AG 0.00% of their portfolio | 69.6k $6.2m | Reduced -29.7k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 59.7k $5.3m | Reduced -286 |
| MORGAN STANLEY 0.00% of their portfolio | 40.7k $3.6m | Added +17.3k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 37.3k $3.3m | Reduced -110.4k |
| LPL Financial LLC 0.00% of their portfolio | 30.7k $2.7m | Reduced -48.3k |
| Farther Finance Advisors, LLC 0.59% of their portfolio | 30.1k $2.7m | Added +8.2k |
| Savant Capital, LLC 0.04% of their portfolio | 25.3k $2.3m | Reduced -5.1k |
| KINGSWOOD WEALTH ADVISORS, LLC 0.60% of their portfolio | 21.2k $1.9m | First filing |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 19.3k $1.7m | Reduced -864 |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 19.2k $1.7m | Reduced -5.2k |
| Koshinski Asset Management, Inc. 0.17% of their portfolio | 17.7k $1.6m | Reduced -8.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 17.7k $1.6m | Reduced -692 |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 17.1k $1.5m | Reduced -1.5k |
| CIBC WORLD MARKET INC. 0.01% of their portfolio | 16.9k $1.5m | Reduced -48 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 16.3k $1.5m | Reduced -14.3k |
| Financial & Tax Architects, LLC 0.44% of their portfolio | 16.0k $1.4m | Reduced -35.1k |
| Laidlaw Wealth Management LLC 0.17% of their portfolio | 9.5k $850.3k | Added +745 |
| Cetera Investment Advisers 0.01% of their portfolio | 8.4k $751.1k | Reduced -714 |
| M Holdings Securities, Inc. 0.15% of their portfolio | 8.1k $727.0k | Reduced -103.6k |
| V Wealth Advisors LLC 0.11% of their portfolio | 7.1k $631.7k | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 6.5k $577.7k | Added +2.4k |
| Tennessee Valley Asset Management Partners 0.16% of their portfolio | 5.4k $484.4k | Added +131 |
| Berger Financial Group, Inc 0.05% of their portfolio | 5.2k $466.4k | Reduced -121 |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 4.9k $435.1k | Reduced -9.1k |
| Cetera Advisor Networks LLC 0.00% of their portfolio | 4.8k $425.6k | Added +198 |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 4.6k $410.5k | Reduced -1.3k |
| Intrua Financial, LLC 0.06% of their portfolio | 3.8k $338.6k | Added +13 |
| Freedom Investment Management, Inc. 0.03% of their portfolio | 3.4k $301.3k | Reduced -362 |
| VERUS CAPITAL PARTNERS, LLC 0.04% of their portfolio | 3.0k $271.8k | Reduced -246 |
| IFP Advisors, Inc 0.01% of their portfolio | 2.6k $242.7k | Added +495 |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 2.5k $228.0k | Reduced -3.0k |
| Private Advisor Group, LLC 0.00% of their portfolio | 2.3k $208.8k | Reduced -152 |
| Sunbelt Securities, Inc. 0.03% of their portfolio | 2.2k $194.8k | Reduced -10 |
| Westside Investment Management, Inc. 0.01% of their portfolio | 500 $44.7k | Unchanged |
| Key Financial Inc 0.00% of their portfolio | 103 $9.2k | Reduced -11 |
| Financial Gravity Asset Management, Inc. 0.00% of their portfolio | 89 $1.1k | Reduced -1 |
| Sound Income Strategies, LLC 0.00% of their portfolio | 27 $2.4k | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |