Kingsview Wealth Management’s Franklin Short Duration US Government ETF FTSD Stock Holding History

Kingsview Wealth 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
2022 Q1	–	Sell	-3,186	Closed	-$299K	–	917
2021 Q4	$299K	Sell	3,186 -521	-14%	-$49.1K	0.01%	729
2021 Q3	$351K	Sell	3,707 -1,594	-30%	-$151K	0.02%	641
2021 Q2	$503K	Sell	5,301 -301	-5%	-$28.6K	0.02%	557
2021 Q1	$534K	Sell	5,602 -297	-5%	-$28.4K	0.03%	493
2020 Q4	$565K	Buy	5,899 +1,603	+37%	+$153K	0.04%	419
2020 Q3	$412K	Buy	+4,296	New	+$412K	0.04%	411

Other funds holding FTSD

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

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

LWM

Laidlaw Wealth Management New York City, New York $28.8M AUM 37.7% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Kingsview Wealth Management's FTSD Position: Q1 2022 in Review

Kingsview Wealth Management sold out of Franklin Short Duration US Government ETF (FTSD) in Q1 2022, closing a stake of 3,186 shares — an estimated $299K sold.

Kingsview Wealth Management first reported a position in FTSD in Q3 2020 and held it in 6 quarters. The position peaked at $565K in Q4 2020. 45 funds tracked by Wall St. Rank hold FTSD as of Q1 2022.

Kingsview Wealth Management reported no remaining Franklin Short Duration US Government ETF position as of Q1 2022 after selling out during the quarter.
Kingsview Wealth Management sold 3,186 Franklin Short Duration US Government ETF shares in Q1 2022, an estimated $299K.
Kingsview Wealth Management first reported a position in Franklin Short Duration US Government ETF in Q3 2020 and held it in 6 quarters.
Kingsview Wealth Management's Franklin Short Duration US Government ETF position peaked at $565K in Q4 2020.
45 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q1 2022.

Based on Kingsview Wealth Management's 13F filing for Q1 2022, filed 8 Feb 2024.