Patriot Financial Group Insurance Agency’s Franklin Short Duration US Government ETF FTSD Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-173	Closed	-$16K	–	970
2022 Q2	$16K	Hold	173	–	–	﹤0.01%	1082
2022 Q1	$16K	Hold	173	–	–	﹤0.01%	1173
2021 Q4	$16K	Buy	173 +2	+1%	+$189	﹤0.01%	1305
2021 Q3	$16K	Buy	171 +5	+3%	+$474	﹤0.01%	1303
2021 Q2	$16K	Buy	166 +10	+6%	+$952	﹤0.01%	1268
2021 Q1	$15K	Buy	156 +30	+24%	+$2.87K	﹤0.01%	1209
2020 Q4	$12K	Buy	126 +58	+85%	+$5.55K	﹤0.01%	1154
2020 Q3	$7K	Hold	68	–	–	﹤0.01%	1133
2020 Q2	$7K	Buy	68 +35	+106%	+$3.34K	﹤0.01%	1077
2020 Q1	$3K	Buy	+33	New	+$3.13K	﹤0.01%	1206

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

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

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 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 $445B AUM 25.58% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FTSD Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Franklin Short Duration US Government ETF (FTSD) in Q3 2022, closing a stake of 173 shares — an estimated $16K sold.

Patriot Financial Group Insurance Agency first reported a position in FTSD in Q1 2020 and held it in 10 quarters. The position peaked at $16K in Q2 2022. 43 funds tracked by Wall St. Rank hold FTSD as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Franklin Short Duration US Government ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 173 Franklin Short Duration US Government ETF shares in Q3 2022, an estimated $16K.
Patriot Financial Group Insurance Agency first reported a position in Franklin Short Duration US Government ETF in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Franklin Short Duration US Government ETF position peaked at $16K in Q2 2022.
43 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.