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Get Institutions for : 
Franklin Liberty Short Duration Us Government Etf (FTSD)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 46    2
Total shares held : 
 1,228,581  
% of shares held : 
 22.22%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -19  
Amount of shares held : 
 -149,031  
% of shares held change : 
   -2.69%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 26,981
 2.2%
 
Increased Positions :
7
 78,913
 6.42%
 
Unchanged Positions :
6
 24,017
 1.95%
 
Decreased Positions :
28
-252,068
-20.52%
 
Closed Positions :
3
-2,857
-0.23%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FRANKLIN RESOURCES INC 598 - 2023-12-31 353,063 $31,766,000 -58,401
   Wealthcare Advisory Partners LLC 36 - 2024-03-31 200,870 $18,109,000 22,929
   M HOLDINGS SECURITIES, INC. 31 - 2023-12-31 63,629 $5,725,000 -14,542
   BANK OF AMERICA CORP /DE/ 2826 - 2023-12-31 60,762 $5,467,000 -8,749
   JANE STREET GROUP LLC 1676 - 2023-12-31 44,815 $4,032,000 -26,738
   CITADEL ADVISORS LLC 1782 - 2023-12-31 42,149 $3,792,000 -38,173
   LPL FINANCIAL CORP 1894 - 2023-12-31 40,462 $3,640,000 2,353
   Advisor Group Holdings Inc. 1639 - 2023-12-31 29,536 $2,657,000 -15,409
   RAYMOND JAMES & ASSOCIATES 1980 - 2024-03-31 29,177 $2,630,000 -52,682
   Farther Finance Advisors LLC 110 - 2023-12-31 27,017 $2,431,000 -2,509
   MORGAN STANLEY 4312 - 2023-12-31 25,648 $2,308,000 -10,876
   Financial & Tax Architects LLC - 2023-12-31 23,227 $2,090,000 -1,689
   KINGSWOOD WEALTH ADVISORS LLC 110 - 2024-03-31 21,000 $1,893,000 0
   ROYAL BANK OF CANADA 2614 - 2023-12-31 20,697 $1,862,000 -11,796
   UBS Group AG 2961 - 2023-12-31 19,294 $1,736,000 -2,447
   Koshinski Asset Management Inc. 106 - 2023-12-31 18,771 $1,689,000 1,345
   WELLS FARGO & CO/MN 2650 - 2023-12-31 17,804 $1,602,000 -812
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1761 - 2024-03-31 17,379 $1,567,000 576
   CIBC WORLD MARKETS INC. 603 - 2023-12-31 16,445 $1,480,000 25
   ENVESTNET ASSET MANAGEMENT INC 2644 - 2023-12-31 16,237 $1,461,000 -512
   SAVANT CAPITAL MANAGEMENT INC 346 - 2023-12-31 15,918 $1,432,000 -5,790
   Stratos Wealth Partners LTD. 576 - 2024-03-31 13,271 $1,196,000 1,604
   COMMONWEALTH EQUITY SERVICES LLC. 2197 - 2024-03-31 11,488 $1,036,000 -307
   Integrated Wealth Concepts LLC 798 *New 2023-12-31 8,981 $808,000 8,981
   Cetera Investment Advisers 1286 - 2023-12-31 8,051 $724,000 -405
   MERCER GLOBAL ADVISORS INC /ADV 1290 *New 2023-12-31 5,881 $529,000 5,881
   Vivaldi Asset Management LLC 119 *New 2023-12-31 5,881 $529,000 5,881
   Laidlaw Wealth Management LLC 148 - 2023-12-31 4,477 $403,000 -400
   FINANCIAL NETWORK 2069 - 2023-12-31 4,256 $383,000 -387
   Berger Financial Group Inc 254 - 2024-03-31 3,879 $350,000 -300
   Intrua Financial LLC 235 - 2023-03-31 3,773 $340,000 30
   U.S. Capital Wealth Advisors LLC 553 *New 2023-12-31 3,285 $296,000 3,285
   BB&T CORP 2302 - 2023-12-31 3,082 $277,000 -1,204
   KESTRA PRIVATE WEALTH SERVICES LLC 988 *New 2023-12-31 2,953 $266,000 2,953
   VERUS CAPITAL PARTNERS LLC 257 - 2023-12-31 2,866 $258,000 -176
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2830 - 2024-03-31 2,738 $247,000 -66
   Key Client Fiduciary Advisors LLC 156 *New 2024-03-31 2,544 $229,000 2,544
   PRINCIPAL SECURITIES INC. 883 - 2023-12-31 2,483 $223,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4750 - 2023-12-31 2,478 $223,000 -16,588
   EQIS CAPITAL MANAGEMENT, INC. 712 - 2023-12-31 2,228 $200,000 -290
   Sunbelt Securities Inc. 557 - 2024-03-31 1,952 $176,000 -74
   Key Financial Inc 422 - 2024-03-31 568 $51,000 0
   Westside Investment Management Inc. 364 - 2024-03-31 500 $45,000 0
   Geneos Wealth Management Inc. - 2023-12-31 156 $14,000 -11
   Sound Income Strategies LLC 1041 - 2024-03-31 27 $2,000 0
   Financial Gravity Wealth Inc. 587 - 2023-12-31 7 $1,000 0
   Tennessee Valley Asset Management Partners 132 *Closed 2024-03-31 0 $0 -4,873
   Private Advisor Group LLC 2235 *Closed 2023-12-31 0 $0 -2,335
   IFP Advisors Inc 2975 *Closed 2023-12-31 0 $0 -114
   V Wealth ManagementLLC 261 *Closed 2023-09-30 0 $0 -7,063
   PROEQUITIES INC. 8015 - 2023-12-31 0 $0 0
  51 Records found
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