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

Wealth Management Associates’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 Q4	–	Sell	-2,120	Closed	-$201K	–	197
2021 Q3	$201K	Hold	2,120	–	–	0.12%	186
2021 Q2	$201K	Hold	2,120	–	–	0.11%	192
2021 Q1	$202K	Sell	2,120 -451	-18%	-$43.1K	0.13%	180
2020 Q4	$246K	Buy	2,571 +200	+8%	+$19.1K	0.16%	148
2020 Q3	$227K	Buy	+2,371	New	+$227K	0.18%	141

Other funds holding FTSD

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

LWM

Laidlaw Wealth Management New York City, New York $28.8M AUM 37.7% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealth Management Associates's FTSD Position: Q4 2021 in Review

Wealth Management Associates sold out of Franklin Short Duration US Government ETF (FTSD) in Q4 2021, closing a stake of 2,120 shares — an estimated $201K sold.

Wealth Management Associates first reported a position in FTSD in Q3 2020 and held it in 5 quarters. The position peaked at $246K in Q4 2020. 50 funds tracked by Wall St. Rank hold FTSD as of Q4 2021.

Wealth Management Associates reported no remaining Franklin Short Duration US Government ETF position as of Q4 2021 after selling out during the quarter.
Wealth Management Associates sold 2,120 Franklin Short Duration US Government ETF shares in Q4 2021, an estimated $201K.
Wealth Management Associates first reported a position in Franklin Short Duration US Government ETF in Q3 2020 and held it in 5 quarters.
Wealth Management Associates's Franklin Short Duration US Government ETF position peaked at $246K in Q4 2020.
50 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q4 2021.

Based on Wealth Management Associates's 13F filing for Q4 2021, filed 28 May 2025.