Ridgecrest Wealth Partners’s Franklin Short Duration US Government ETF FTSD Stock Holding History

Ridgecrest Wealth Partners’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	-3,680	Closed	-$346K	–	113
2021 Q4	$346K	Sell	3,680 -10,942	-75%	-$1.03M	0.17%	94
2021 Q3	$1.39M	Sell	14,622 -9,640	-40%	-$914K	0.75%	33
2021 Q2	$2.3M	Buy	24,262 +662	+3%	+$63K	1.44%	20
2021 Q1	$2.25M	Buy	+23,600	New	+$2.26M	2.14%	12

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

Ridgecrest Wealth Partners's FTSD Position: Q1 2022 in Review

Ridgecrest Wealth Partners sold out of Franklin Short Duration US Government ETF (FTSD) in Q1 2022, closing a stake of 3,680 shares — an estimated $346K sold.

Ridgecrest Wealth Partners first reported a position in FTSD in Q1 2021 and held it in 4 quarters. The position peaked at $2.3M in Q2 2021. 45 funds tracked by Wall St. Rank hold FTSD as of Q1 2022.

Ridgecrest Wealth Partners reported no remaining Franklin Short Duration US Government ETF position as of Q1 2022 after selling out during the quarter.
Ridgecrest Wealth Partners sold 3,680 Franklin Short Duration US Government ETF shares in Q1 2022, an estimated $346K.
Ridgecrest Wealth Partners first reported a position in Franklin Short Duration US Government ETF in Q1 2021 and held it in 4 quarters.
Ridgecrest Wealth Partners's Franklin Short Duration US Government ETF position peaked at $2.3M in Q2 2021.
45 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q1 2022.

Based on Ridgecrest Wealth Partners's 13F filing for Q1 2022, filed 26 Apr 2022.