NewSquare Capital’s Franklin Short Duration US Government ETF FTSD Stock Holding History

NewSquare Capital’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
2023 Q1	–	Sell	-173	Closed	-$15.5K	–	916
2022 Q4	$15.5K	Hold	173	–	–	﹤0.01%	247
2022 Q3	$16K	Sell	173 -2,433	-93%	-$221K	﹤0.01%	233
2022 Q2	$238K	Hold	2,606	–	–	0.03%	141
2022 Q1	$240K	Buy	+2,606	New	+$243K	0.03%	152

Other funds holding FTSD

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

Jane Street New York $777B AUM 61.18% 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

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

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

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

FTA

Financial & Tax Architects St Louis, Missouri $448M AUM 13.98% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

NewSquare Capital's FTSD Position: Q1 2023 in Review

NewSquare Capital sold out of Franklin Short Duration US Government ETF (FTSD) in Q1 2023, closing a stake of 173 shares — an estimated $15.5K sold.

NewSquare Capital first reported a position in FTSD in Q1 2022 and held it in 4 quarters. The position peaked at $240K in Q1 2022. 41 funds tracked by Wall St. Rank hold FTSD as of Q1 2023.

NewSquare Capital reported no remaining Franklin Short Duration US Government ETF position as of Q1 2023 after selling out during the quarter.
NewSquare Capital sold 173 Franklin Short Duration US Government ETF shares in Q1 2023, an estimated $15.5K.
NewSquare Capital first reported a position in Franklin Short Duration US Government ETF in Q1 2022 and held it in 4 quarters.
NewSquare Capital's Franklin Short Duration US Government ETF position peaked at $240K in Q1 2022.
41 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q1 2023.

Based on NewSquare Capital's 13F filing for Q1 2023, filed 1 May 2023.