World Investment Advisors FTSD — FRANKLIN ETF TR

Ownership history in World Investment Advisors  ·  7 quarters on record

AI Ownership Summary

World Investment Advisors reported FRANKLIN ETF TR (FTSD) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows FTSD at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FTSD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was World Investment Advisors's position in FRANKLIN ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FTSD was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FTSD stock page World Investment Advisors fund profile World Investment Advisors full holdings
How World Investment Advisors held FTSD — position size vs. price
% of Fund (quarterly)    FTSD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 7,748 +4,170 +116.5% 0.01% $703K 2026-04-27 $90.17
2025 Q4 ADDED — — — 3,578 +244 +7.3% 0.01% $303K 2026-02-04 $89.63
2025 Q3 ADDED — — — 3,334 +1,000 +42.8% 0.01% $304K 2025-10-15 $88.35
2025 Q2 UNCHANGED — — — 2,334 — 0% 0.00% $212K 2025-08-04 $87.38
2025 Q1 UNCHANGED — — — 2,334 — 0% 0.01% $212K 2025-04-29 $86.32
2024 Q4 UNCHANGED — — — 2,334 — 0% 0.01% $211K 2025-02-12 $84.99
2024 Q3 INITIATED — — — 2,334 — — 0.01% $213K 2024-11-14 $84.08

🏢 Other funds also holding FTSD

As of 2026 Q1 — sorted by position size

Philadelphia Investment Partners, LLC 0.98% Joseph P. Lucia & Associates, LLC 3Y 7Y 0.84% NATURAL INVESTMENTS, LLC 3Y 0.45% Wealthcare Advisory Partners LLC 3Y 7Y 0.35% Parkway Wealth Management Group, LLC 0.33% Smartleaf Asset Management LLC 0.1% Asset Allocation Strategies LLC 3Y 0.08% Koshinski Asset Management, Inc. 3Y 7Y 0.07% Essex Financial Services, Inc. 3Y 7Y 0.06% FLOW TRADERS U.S. LLC 3Y 7Y 0.05%

FAQ About World Investment Advisors and FTSD

These are the practical questions this page is built to answer before you even open the full history table.

How long has World Investment Advisors reported owning FTSD?

World Investment Advisors reported FTSD across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported FTSD position in World Investment Advisors's portfolio?

The largest reported portfolio weight for FTSD was 0.01% in 2026 Q1.

What is the latest reported FTSD position on this page?

The most recent filing on this page is 2026 Q1, when World Investment Advisors reported 7,748 shares, equal to 0.01% of portfolio, with an estimated market value of $703K.

What does the chart on this FTSD ownership page compare?

The chart compares World Investment Advisors's quarterly FTSD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did World Investment Advisors time their FTSD position?

Based on 13F filing dates vs. subsequent FTSD price moves, World Investment Advisors correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on FTSD relative to SPY over the holding period was -8.9%.

← Back to World Investment Advisors Holdings