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Key Client Fiduciary Advisors’s Franklin Short Duration US Government ETF FTSD Stock Holding History

Key Client Fiduciary Advisors’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
Q2 		– Sell
-2,544
Closed -$229K – 195
2024
Q1 		$229K Buy
+2,544
New +$229K 0.12% 156
2022
Q2 		– Sell
-5,410
Closed -$499K – 118
2022
Q1 		$499K Sell
5,410
-340
-6% -$31.6K 0.39% 62
2021
Q4 		$540K Buy
+5,750
New +$542K 0.45% 56

Other funds holding FTSD

Franklin Resources
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return

Key Client Fiduciary Advisors's FTSD Position: Q2 2024 in Review

Key Client Fiduciary Advisors sold out of Franklin Short Duration US Government ETF (FTSD) in Q2 2024, closing a stake of 2,544 shares — an estimated $229K sold.

Key Client Fiduciary Advisors first reported a position in FTSD in Q4 2021 and held it in 3 quarters. The position peaked at $540K in Q4 2021. 47 funds tracked by Wall St. Rank hold FTSD as of Q2 2024.

  • Key Client Fiduciary Advisors reported no remaining Franklin Short Duration US Government ETF position as of Q2 2024 after selling out during the quarter.
  • Key Client Fiduciary Advisors sold 2,544 Franklin Short Duration US Government ETF shares in Q2 2024, an estimated $229K.
  • Key Client Fiduciary Advisors first reported a position in Franklin Short Duration US Government ETF in Q4 2021 and held it in 3 quarters.
  • Key Client Fiduciary Advisors's Franklin Short Duration US Government ETF position peaked at $540K in Q4 2021.
  • 47 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q2 2024.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.