Arete Wealth Advisors’s Franklin Short Duration US Government ETF FTSD Stock Holding History

Arete Wealth Advisors’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
2022 Q3	–	Sell	-9,182	Closed	-$839K	–	600
2022 Q2	$839K	Hold	9,182	–	–	0.08%	174
2022 Q1	$846K	Hold	9,182	–	–	0.07%	205
2021 Q4	$862K	Hold	9,182	–	–	0.07%	202
2021 Q3	$870K	Hold	9,182	–	–	0.1%	179
2021 Q2	$872K	Buy	+9,182	New	+$874K	0.12%	148
2020 Q3	–	Sell	-9,182	Closed	-$880K	–	393
2020 Q2	$880K	Buy	+9,182	New	+$877K	0.15%	155

Other funds holding FTSD

Franklin Resources San Mateo, California $408B AUM 30.18% 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

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Arete Wealth Advisors's FTSD Position: Q3 2022 in Review

Arete Wealth Advisors sold out of Franklin Short Duration US Government ETF (FTSD) in Q3 2022, closing a stake of 9,182 shares — an estimated $839K sold.

Arete Wealth Advisors first reported a position in FTSD in Q2 2020 and held it in 6 quarters. The position peaked at $880K in Q2 2020. 43 funds tracked by Wall St. Rank hold FTSD as of Q3 2022.

Arete Wealth Advisors reported no remaining Franklin Short Duration US Government ETF position as of Q3 2022 after selling out during the quarter.
Arete Wealth Advisors sold 9,182 Franklin Short Duration US Government ETF shares in Q3 2022, an estimated $839K.
Arete Wealth Advisors first reported a position in Franklin Short Duration US Government ETF in Q2 2020 and held it in 6 quarters.
Arete Wealth Advisors's Franklin Short Duration US Government ETF position peaked at $880K in Q2 2020.
43 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q3 2022.

Based on Arete Wealth Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.