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

FAS Wealth Partners’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 Q1	–	Sell	-3,523	Closed	-$315K	–	426
2022 Q4	$315K	Sell	3,523 -19,770	-85%	-$1.77M	0.04%	235
2022 Q3	$2.09M	Sell	23,293 -3,033	-12%	-$276K	0.23%	76
2022 Q2	$2.41M	Sell	26,326 -6,420	-20%	-$588K	0.25%	67
2022 Q1	$3.02M	Sell	32,746 -15,829	-33%	-$1.47M	0.28%	55
2021 Q4	$4.56M	Sell	48,575 -1,775	-4%	-$167K	0.42%	41
2021 Q3	$4.77M	Sell	50,350 -6,905	-12%	-$655K	0.45%	39
2021 Q2	$5.43M	Sell	57,255 -25,075	-30%	-$2.39M	0.51%	34
2021 Q1	$7.84M	Sell	82,330 -20,620	-20%	-$1.97M	0.82%	24
2020 Q4	$9.86M	Buy	102,950 +28,800	+39%	+$2.76M	1.12%	21
2020 Q3	$7.11M	Buy	+74,150	New	+$7.11M	0.97%	19

Other funds holding FTSD

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

WAP

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FTA

Financial & Tax Architects St Louis, Missouri $474M AUM 16.26% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

FAS Wealth Partners's FTSD Position: Q1 2023 in Review

FAS Wealth Partners sold out of Franklin Short Duration US Government ETF (FTSD) in Q1 2023, closing a stake of 3,523 shares — an estimated $315K sold.

FAS Wealth Partners first reported a position in FTSD in Q3 2020 and held it in 10 quarters. The position peaked at $9.86M in Q4 2020. 40 funds tracked by Wall St. Rank hold FTSD as of Q1 2023.

FAS Wealth Partners reported no remaining Franklin Short Duration US Government ETF position as of Q1 2023 after selling out during the quarter.
FAS Wealth Partners sold 3,523 Franklin Short Duration US Government ETF shares in Q1 2023, an estimated $315K.
FAS Wealth Partners first reported a position in Franklin Short Duration US Government ETF in Q3 2020 and held it in 10 quarters.
FAS Wealth Partners's Franklin Short Duration US Government ETF position peaked at $9.86M in Q4 2020.
40 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q1 2023.

Based on FAS Wealth Partners's 13F filing for Q1 2023, filed 11 May 2023.