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	-24	Closed	-$2.12K	–	1825
2024 Q1	$2.12K	Buy	24 +10	+71%	+$900	﹤0.01%	1076
2023 Q4	$1.25K	Buy	14 +7	+100%	+$626	﹤0.01%	1034
2023 Q3	$619	Sell	7 -82	-92%	-$7.32K	﹤0.01%	796
2023 Q2	$1.11K	Sell	89 -1	-1%	-$90	﹤0.01%	784
2023 Q1	$741	Buy	90 +1	+1%	+$90	0.02%	402
2022 Q4	$1.07K	Sell	89 -361	-80%	-$32.3K	0.01%	656
2022 Q3	$736	Sell	450 -5	-1%	-$454	0.02%	365
2022 Q2	$750	Sell	455 -5	-1%	-$458	0.02%	345
2022 Q1	$758	Sell	460 -10	-2%	-$931	0.02%	362
2021 Q4	$774	Buy	470 +462	+5,775%	+$43.6K	0.02%	420
2021 Q3	$95K	Hold	8	–	–	0.04%	369
2021 Q2	$95K	Buy	+8	New	+$761	0.03%	359

Other funds holding FTSD

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

FTA

Financial & Tax Architects St Louis, Missouri $448M AUM 13.98% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 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 $2.11B AUM 27.11% 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 24 shares — an estimated $2.12K sold.

Financial Gravity Asset Management first reported a position in FTSD in Q2 2021 and held it in 12 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 24 Franklin Short Duration US Government ETF shares in Q2 2024, an estimated $2.12K.
Financial Gravity Asset Management first reported a position in Franklin Short Duration US Government ETF in Q2 2021 and held it in 12 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.