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

Evoke Wealth’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
Q4 		– Sell
-125
Closed -$11K – 667
2022
Q3 		$11K Buy
+125
New +$11.4K ﹤0.01% 738

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UBS Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Evoke Wealth's FTSD Position: Q4 2022 in Review

Evoke Wealth sold out of Franklin Short Duration US Government ETF (FTSD) in Q4 2022, closing a stake of 125 shares — an estimated $11K sold.

Evoke Wealth first reported a position in FTSD in Q3 2022 and held it in 1 quarter. The position peaked at $11K in Q3 2022. 46 funds tracked by Wall St. Rank hold FTSD as of Q4 2022.

  • Evoke Wealth reported no remaining Franklin Short Duration US Government ETF position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 125 Franklin Short Duration US Government ETF shares in Q4 2022, an estimated $11K.
  • Evoke Wealth first reported a position in Franklin Short Duration US Government ETF in Q3 2022 and held it in 1 quarter.
  • Evoke Wealth's Franklin Short Duration US Government ETF position peaked at $11K in Q3 2022.
  • 46 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.