First Heartland Consultants’s Franklin Short Duration US Government ETF FTSD Stock Holding History

First Heartland Consultants’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 Q3	–	Sell	-2,231	Closed	-$203K	–	351
2022 Q2	$203K	Sell	2,231 -123	-5%	-$11.3K	0.03%	323
2022 Q1	$216K	Sell	2,354 -1,874	-44%	-$174K	0.03%	326
2021 Q4	$397	Sell	4,228 -170,118	-98%	-$16M	0.02%	231
2021 Q3	$16.5M	Buy	174,346 +171,217	+5,472%	+$16.2M	2.51%	7
2021 Q2	$297K	Buy	3,129 +209	+7%	+$19.9K	0.05%	285
2021 Q1	$278K	Sell	2,920 -195	-6%	-$18.6K	0.04%	296
2020 Q4	$298K	Buy	3,115 +286	+10%	+$27.4K	0.05%	244
2020 Q3	$271K	Sell	2,829 -68,373	-96%	-$6.56M	0.05%	227
2020 Q2	$6.82M	Buy	71,202 +7,344	+12%	+$701K	1.35%	19
2020 Q1	$6.05M	Buy	+63,858	New	+$6.05M	1.56%	11

Other funds holding FTSD

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

First Heartland Consultants's FTSD Position: Q3 2022 in Review

First Heartland Consultants sold out of Franklin Short Duration US Government ETF (FTSD) in Q3 2022, closing a stake of 2,231 shares — an estimated $203K sold.

First Heartland Consultants first reported a position in FTSD in Q1 2020 and held it in 10 quarters. The position peaked at $16.5M in Q3 2021. 43 funds tracked by Wall St. Rank hold FTSD as of Q3 2022.

First Heartland Consultants reported no remaining Franklin Short Duration US Government ETF position as of Q3 2022 after selling out during the quarter.
First Heartland Consultants sold 2,231 Franklin Short Duration US Government ETF shares in Q3 2022, an estimated $203K.
First Heartland Consultants first reported a position in Franklin Short Duration US Government ETF in Q1 2020 and held it in 10 quarters.
First Heartland Consultants's Franklin Short Duration US Government ETF position peaked at $16.5M in Q3 2021.
43 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q3 2022.

Based on First Heartland Consultants's 13F filing for Q3 2022, filed 20 Oct 2022.