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Financial Gravity Asset Management’s Franklin Short Duration US Government ETF FTSD Stock Holding History

Financial Gravity Asset Management’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
2024
Q2 		– Sell
-7
Closed -$626 – 1569
2024
Q1 		$626 Hold
7
– – ﹤0.01% 798
2023
Q4 		$626 Buy
+7
New +$626 ﹤0.01% 864
2021
Q3 		$95K Hold
8
– – 0.04% 369
2021
Q2 		$95K Buy
+8
New +$761 0.03% 359

Other funds holding FTSD

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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 $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FTA
Financial & Tax Architects St Louis, Missouri $474M AUM 16.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Financial Gravity Asset Management's FTSD Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Franklin Short Duration US Government ETF (FTSD) in Q2 2024, closing a stake of 7 shares — an estimated $626 sold.

Financial Gravity Asset Management first reported a position in FTSD in Q2 2021 and held it in 4 quarters. The position peaked at $95K in Q3 2021. 47 funds tracked by Wall St. Rank hold FTSD as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Franklin Short Duration US Government ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 7 Franklin Short Duration US Government ETF shares in Q2 2024, an estimated $626.
  • Financial Gravity Asset Management first reported a position in Franklin Short Duration US Government ETF in Q2 2021 and held it in 4 quarters.
  • Financial Gravity Asset Management's Franklin Short Duration US Government ETF position peaked at $95K in Q3 2021.
  • 47 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.