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Segment Wealth Management’s Franklin Short Duration US Government ETF FTSD Stock Holding History

Segment Wealth Management’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
2021
Q2 		– Sell
-63,570
Closed -$6.05M – 234
2021
Q1 		$6.05M Buy
63,570
+28,400
+81% +$2.72M 0.8% 52
2020
Q4 		$3.37M Buy
+35,170
New +$3.37M 0.49% 68

Other funds holding FTSD

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LWM
Laidlaw Wealth Management New York City, New York $28.8M AUM 37.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Segment Wealth Management's FTSD Position: Q2 2021 in Review

Segment Wealth Management sold out of Franklin Short Duration US Government ETF (FTSD) in Q2 2021, closing a stake of 63,570 shares — an estimated $6.05M sold.

Segment Wealth Management first reported a position in FTSD in Q4 2020 and held it in 2 quarters. The position peaked at $6.05M in Q1 2021. 58 funds tracked by Wall St. Rank hold FTSD as of Q2 2021.

  • Segment Wealth Management reported no remaining Franklin Short Duration US Government ETF position as of Q2 2021 after selling out during the quarter.
  • Segment Wealth Management sold 63,570 Franklin Short Duration US Government ETF shares in Q2 2021, an estimated $6.05M.
  • Segment Wealth Management first reported a position in Franklin Short Duration US Government ETF in Q4 2020 and held it in 2 quarters.
  • Segment Wealth Management's Franklin Short Duration US Government ETF position peaked at $6.05M in Q1 2021.
  • 58 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q2 2021.

Based on Segment Wealth Management's 13F filing for Q2 2021, filed 20 Jul 2021.