BRWA
FTSD icon

B. Riley Wealth Advisors’s Franklin Short Duration US Government ETF FTSD Stock Holding History

B. Riley 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
2023
Q2 		– Sell
-3,317
Closed -$300K – 1581
2023
Q1 		$300K Sell
3,317
-1,591
-32% -$143K 0.01% 1069
2022
Q4 		$439K Sell
4,908
-25
-0.5% -$2.24K 0.01% 847
2022
Q3 		$443K Sell
4,933
-468
-9% -$42.5K 0.01% 811
2022
Q2 		$494K Sell
5,401
-252
-4% -$23.1K 0.02% 663
2022
Q1 		$521K Sell
5,653
-232
-4% -$21.6K 0.02% 726
2021
Q4 		$553K Sell
5,885
-233
-4% -$22K 0.02% 755
2021
Q3 		$580K Sell
6,118
-38
-0.6% -$3.6K 0.02% 711
2021
Q2 		$585K Buy
6,156
+105
+2% +$9.99K 0.02% 694
2021
Q1 		$577K Sell
6,051
-6
-0.1% -$574 0.02% 664
2020
Q4 		$580K Sell
6,057
-4,281
-41% -$410K 0.03% 492
2020
Q3 		$991K Buy
10,338
+5,101
+97% +$489K 0.05% 309
2020
Q2 		$502K Sell
5,237
-46
-0.9% -$4.39K 0.03% 459
2020
Q1 		$501K Sell
5,283
-403
-7% -$38.2K 0.04% 381
2019
Q4 		$537K Buy
5,686
+487
+9% +$46.1K 0.05% 413
2019
Q3 		$492K Buy
5,199
+54
+1% +$5.12K 0.05% 414
2019
Q2 		$488K Sell
5,145
-239
-4% -$22.6K 0.05% 386
2019
Q1 		$509K Buy
5,384
+466
+9% +$44.1K 0.06% 338
2018
Q4 		$467K Buy
4,918
+63
+1% +$5.95K 0.07% 318
2018
Q3 		$459K Sell
4,855
-105
-2% -$9.96K 0.05% 369
2018
Q2 		$471K Buy
4,960
+419
+9% +$39.8K 0.06% 338
2018
Q1 		$433K Sell
4,541
-4,084
-47% -$390K 0.06% 348
2017
Q4 		$826K Buy
8,625
+4,271
+98% +$411K 0.11% 204
2017
Q3 		$419K Buy
+4,354
New +$420K 0.07% 297

Other funds holding FTSD

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

B. Riley Wealth Advisors's FTSD Position: Q2 2023 in Review

B. Riley Wealth Advisors sold out of Franklin Short Duration US Government ETF (FTSD) in Q2 2023, closing a stake of 3,317 shares — an estimated $300K sold.

B. Riley Wealth Advisors first reported a position in FTSD in Q3 2017 and held it in 23 quarters. The position peaked at $991K in Q3 2020. 39 funds tracked by Wall St. Rank hold FTSD as of Q2 2023.

  • B. Riley Wealth Advisors reported no remaining Franklin Short Duration US Government ETF position as of Q2 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,317 Franklin Short Duration US Government ETF shares in Q2 2023, an estimated $300K.
  • B. Riley Wealth Advisors first reported a position in Franklin Short Duration US Government ETF in Q3 2017 and held it in 23 quarters.
  • B. Riley Wealth Advisors's Franklin Short Duration US Government ETF position peaked at $991K in Q3 2020.
  • 39 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q2 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.