Kingswood Wealth Advisors’s Franklin Short Duration US Government ETF FTSD Stock Holding History

Kingswood Wealth 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 Q4	–	Sell	-21,000	Closed	-$1.92M	–	837
2024 Q3	$1.92M	Hold	21,000	–	–	0.14%	173
2024 Q2	$1.89M	Hold	21,000	–	–	0.17%	121
2024 Q1	$1.89M	Hold	21,000	–	–	0.22%	112
2023 Q4	$1.89M	Hold	21,000	–	–	0.21%	110
2023 Q3	$1.87M	Sell	21,000 -160	-0.8%	-$14.3K	0.32%	80
2023 Q2	$1.89M	Buy	+21,160	New	+$1.9M	0.6%	43

Other funds holding FTSD

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Kingswood Wealth Advisors's FTSD Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of Franklin Short Duration US Government ETF (FTSD) in Q4 2024, closing a stake of 21,000 shares — an estimated $1.92M sold.

Kingswood Wealth Advisors first reported a position in FTSD in Q2 2023 and held it in 6 quarters. The position peaked at $1.92M in Q3 2024. 54 funds tracked by Wall St. Rank hold FTSD as of Q4 2024.

Kingswood Wealth Advisors reported no remaining Franklin Short Duration US Government ETF position as of Q4 2024 after selling out during the quarter.
Kingswood Wealth Advisors sold 21,000 Franklin Short Duration US Government ETF shares in Q4 2024, an estimated $1.92M.
Kingswood Wealth Advisors first reported a position in Franklin Short Duration US Government ETF in Q2 2023 and held it in 6 quarters.
Kingswood Wealth Advisors's Franklin Short Duration US Government ETF position peaked at $1.92M in Q3 2024.
54 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.