Tennessee Valley Asset Management Partners’s Franklin Short Duration US Government ETF FTSD Stock Holding History

Tennessee Valley Asset Management 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
2024 Q1	–	Sell	-9,746	Closed	-$877K	–	350
2023 Q4	$877K	Buy	9,746 +4,306	+79%	+$385K	0.12%	80
2023 Q3	$486K	Buy	5,440 +24	+0.4%	+$2.14K	0.16%	68
2023 Q2	$484K	Buy	5,416 +131	+2%	+$11.8K	0.16%	71
2023 Q1	$478K	Buy	5,285 +101	+2%	+$9.08K	0.16%	65
2022 Q4	$464K	Buy	+5,184	New	+$464K	0.16%	69

Other funds holding FTSD

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

MHS

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

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

FTA

Financial & Tax Architects St Louis, Missouri $474M AUM 16.26% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tennessee Valley Asset Management Partners's FTSD Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of Franklin Short Duration US Government ETF (FTSD) in Q1 2024, closing a stake of 9,746 shares — an estimated $877K sold.

Tennessee Valley Asset Management Partners first reported a position in FTSD in Q4 2022 and held it in 5 quarters. The position peaked at $877K in Q4 2023. 45 funds tracked by Wall St. Rank hold FTSD as of Q1 2024.

Tennessee Valley Asset Management Partners reported no remaining Franklin Short Duration US Government ETF position as of Q1 2024 after selling out during the quarter.
Tennessee Valley Asset Management Partners sold 9,746 Franklin Short Duration US Government ETF shares in Q1 2024, an estimated $877K.
Tennessee Valley Asset Management Partners first reported a position in Franklin Short Duration US Government ETF in Q4 2022 and held it in 5 quarters.
Tennessee Valley Asset Management Partners's Franklin Short Duration US Government ETF position peaked at $877K in Q4 2023.
45 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.