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Franklin Resources’s
Global X US Preferred ETF
PFFD
Stock Holding History
Franklin Resources’s Portfolio
PFFD Stock Details
PFFD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q3
–
Sell
-265,577
Closed
-$5.63M
–
2379
2022
Q2
$5.63M
Hold
265,577
–
–
﹤0.01%
1083
2022
Q1
$6.24M
Buy
265,577
+5,385
+2%
+$129K
﹤0.01%
1117
2021
Q4
$6.7M
Sell
260,192
-1,883
-0.7%
-$48.2K
﹤0.01%
1153
2021
Q3
$6.75M
Sell
262,075
-15,721
-6%
-$409K
﹤0.01%
1139
2021
Q2
$7.27M
Buy
277,796
+5,281
+2%
+$136K
﹤0.01%
1069
2021
Q1
$6.95M
Buy
+272,515
New
+$6.91M
﹤0.01%
1049
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OWM
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Altoona, Wisconsin
$5.27B AUM
16.18%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
RA
Rational Advisors
Huntington, New York
$980M AUM
9.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
CSIA
Charles Schwab Investment Advisory
San Francisco, California
$72.8B AUM
10.03%
1-Year Est. Return
Lido Advisors
Los Angeles, California
$32.7B AUM
19.2%
1-Year Est. Return
Carson Wealth (CWM LLC)
Omaha, Nebraska
$38.1B AUM
19.66%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
EVM
Eaton Vance Management
Boston, Massachusetts
$67.5B AUM
11.44%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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