Freedom Investment Management’s Franklin Short Duration US Government ETF FTSD Stock Holding History

Freedom Investment 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 Q1	–	Sell	-2,228	Closed	-$200K	–	806
2023 Q4	$200K	Sell	2,228 -290	-12%	-$25.9K	0.02%	712
2023 Q3	$225K	Sell	2,518 -850	-25%	-$75.9K	0.03%	588
2023 Q2	$301K	Sell	3,368 -362	-10%	-$32.6K	0.03%	539
2023 Q1	$337K	Sell	3,730 -663	-15%	-$59.6K	0.04%	516
2022 Q4	$393K	Sell	4,393 -72	-2%	-$6.44K	0.04%	497
2022 Q3	$401K	Sell	4,465 -166	-4%	-$15.1K	0.05%	485
2022 Q2	$423K	Sell	4,631 -475	-9%	-$43.5K	0.05%	505
2022 Q1	$470K	Buy	5,106 +167	+3%	+$15.5K	0.04%	483
2021 Q4	$464K	Sell	4,939 -88	-2%	-$8.3K	0.03%	545
2021 Q3	$476K	Buy	5,027 +391	+8%	+$37.1K	0.04%	516
2021 Q2	$440K	Sell	4,636 -1,484	-24%	-$141K	0.03%	573
2021 Q1	$583K	Buy	+6,120	New	+$585K	0.05%	470

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

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

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Freedom Investment Management's FTSD Position: Q1 2024 in Review

Freedom Investment Management sold out of Franklin Short Duration US Government ETF (FTSD) in Q1 2024, closing a stake of 2,228 shares — an estimated $200K sold.

Freedom Investment Management first reported a position in FTSD in Q1 2021 and held it in 12 quarters. The position peaked at $583K in Q1 2021. 45 funds tracked by Wall St. Rank hold FTSD as of Q1 2024.

Freedom Investment Management reported no remaining Franklin Short Duration US Government ETF position as of Q1 2024 after selling out during the quarter.
Freedom Investment Management sold 2,228 Franklin Short Duration US Government ETF shares in Q1 2024, an estimated $200K.
Freedom Investment Management first reported a position in Franklin Short Duration US Government ETF in Q1 2021 and held it in 12 quarters.
Freedom Investment Management's Franklin Short Duration US Government ETF position peaked at $583K in Q1 2021.
45 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q1 2024.

Based on Freedom Investment Management's 13F filing for Q1 2024, filed 14 May 2024.