RIA
FTSD icon

Realta Investment Advisors’s Franklin Short Duration US Government ETF FTSD Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-500
Closed -$47K – 703
2019
Q4 		$47K Buy
+500
New +$47.3K 0.01% 679

Other funds holding FTSD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LWM
Laidlaw Wealth Management New York City, New York $28.8M AUM 37.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Realta Investment Advisors's FTSD Position: Q1 2020 in Review

Realta Investment Advisors sold out of Franklin Short Duration US Government ETF (FTSD) in Q1 2020, closing a stake of 500 shares — an estimated $47K sold.

Realta Investment Advisors first reported a position in FTSD in Q4 2019 and held it in 1 quarter. The position peaked at $47K in Q4 2019. 33 funds tracked by Wall St. Rank hold FTSD as of Q1 2020.

  • Realta Investment Advisors reported no remaining Franklin Short Duration US Government ETF position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 500 Franklin Short Duration US Government ETF shares in Q1 2020, an estimated $47K.
  • Realta Investment Advisors first reported a position in Franklin Short Duration US Government ETF in Q4 2019 and held it in 1 quarter.
  • Realta Investment Advisors's Franklin Short Duration US Government ETF position peaked at $47K in Q4 2019.
  • 33 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.