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

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

Other funds holding PFFD

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $36.8B AUM 26.6% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

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

Franklin Resources's PFFD Position: Q3 2022 in Review

Franklin Resources sold out of Global X US Preferred ETF (PFFD) in Q3 2022, closing a stake of 265,577 shares — an estimated $5.63M sold.

Franklin Resources first reported a position in PFFD in Q1 2021 and held it in 6 quarters. The position peaked at $7.27M in Q2 2021. 208 funds tracked by Wall St. Rank hold PFFD as of Q3 2022.

Franklin Resources reported no remaining Global X US Preferred ETF position as of Q3 2022 after selling out during the quarter.
Franklin Resources sold 265,577 Global X US Preferred ETF shares in Q3 2022, an estimated $5.63M.
Franklin Resources first reported a position in Global X US Preferred ETF in Q1 2021 and held it in 6 quarters.
Franklin Resources's Global X US Preferred ETF position peaked at $7.27M in Q2 2021.
208 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2022.

Based on Franklin Resources's 13F filing for Q3 2022, filed 14 Nov 2022.