IFP Advisors’s Franklin Ultra Short Bond ETF FLUD Stock Holding History

IFP Advisors’s Portfolio FLUD Stock Details FLUD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7,497	Closed	-$186K	–	4426
2024 Q4	$186K	Buy	7,497 +120	+2%	+$2.98K	0.01%	1148
2024 Q3	$184K	Buy	7,377 +77	+1%	+$1.92K	0.01%	1133
2024 Q2	$182K	Buy	+7,300	New	+$181K	0.01%	1088

Other funds holding FLUD

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

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFP Advisors's FLUD Position: Q1 2025 in Review

IFP Advisors sold out of Franklin Ultra Short Bond ETF (FLUD) in Q1 2025, closing a stake of 7,497 shares — an estimated $186K sold.

IFP Advisors first reported a position in FLUD in Q2 2024 and held it in 3 quarters. The position peaked at $186K in Q4 2024. 6 funds tracked by Wall St. Rank hold FLUD as of Q1 2025.

IFP Advisors reported no remaining Franklin Ultra Short Bond ETF position as of Q1 2025 after selling out during the quarter.
IFP Advisors sold 7,497 Franklin Ultra Short Bond ETF shares in Q1 2025, an estimated $186K.
IFP Advisors first reported a position in Franklin Ultra Short Bond ETF in Q2 2024 and held it in 3 quarters.
IFP Advisors's Franklin Ultra Short Bond ETF position peaked at $186K in Q4 2024.
6 funds tracked by Wall St. Rank held Franklin Ultra Short Bond ETF as of Q1 2025.

Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.