M Holdings Securities, Inc. Franklin ETF Tr Liberty Short Transaction History

M Holdings Securities, Inc.

$398 Million
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	SELL	$89.74 - $90.41 $775,174 - $780,961	-8,638 Reduced 13.58%	54,991 $4.96 Million
Q4 2023 Feb 14, 2024	SELL	$88.85 - $90.12 $1.29 Million - $1.31 Million	-14,542 Reduced 18.6%	63,629 $5.73 Million
Q3 2023 Feb 14, 2024	BUY	$89.05 - $89.67 $6.24 Million - $6.28 Million	70,039 Added 861.28%	78,171 $6.98 Million
Q2 2023 Sep 26, 2023	SELL	$89.43 - $90.6 $9.26 Million - $9.38 Million	-103,562 Reduced 92.72%	8,132 $727,000
Q1 2023 May 15, 2023	SELL	$89.23 - $90.77 $1.8 Million - $1.83 Million	-20,215 Reduced 15.32%	111,694 $10.1 Million
Q4 2022 Feb 10, 2023	SELL	$88.89 - $89.75 $1.23 Million - $1.24 Million	-13,846 Reduced 9.5%	131,909 $11.8 Million
Q3 2022 Nov 16, 2022	SELL	$89.55 - $91.47 $3.28 Million - $3.35 Million	-36,613 Reduced 20.08%	145,755 $13.1 Million
Q2 2022 Aug 16, 2022	SELL	$90.19 - $91.98 $6.58 Million - $6.71 Million	-72,922 Reduced 28.56%	182,368 $16.7 Million
Q1 2022 May 24, 2022	BUY	$92.0 - $93.96 $4.39 Million - $4.49 Million	47,766 Added 23.02%	255,290 $23.5 Million
Q2 2021 Aug 19, 2021	BUY	$94.81 - $95.34 $2.02 Million - $2.03 Million	21,343 Added 11.46%	207,524 $19.7 Million
Q1 2021 May 12, 2021	BUY	$95.19 - $95.83 $2.15 Million - $2.16 Million	22,552 Added 13.78%	186,181 $17.7 Million
Q4 2020 Feb 26, 2021	BUY	$95.49 - $95.85 $3.01 Million - $3.02 Million	31,551 Added 23.89%	163,629 $15.7 Million
Q3 2020 Nov 16, 2020	BUY	$95.75 - $96.39 $2.1 Million - $2.11 Million	21,930 Added 19.91%	132,078 $12.7 Million
Q2 2020 Aug 21, 2020	BUY	$94.92 - $95.86 $6.23 Million - $6.29 Million	65,600 Added 147.26%	110,148 $10.6 Million
Q1 2020 May 13, 2020	BUY	$94.41 - $95.4 $4.21 Million - $4.25 Million	44,548 New	44,548 $4.22 Million

Others Institutions Holding FTSD

# of Institutions

49

Shares Held

1.07M

Call Options Held

0

Put Options Held

0

Franklin Resources Inc San Mateo, CA

333K
Shares

$30 Million
0.01% of portfolio
Wealthcare Advisory Partners LLC West Chester, PA

237K
Shares

$21.4 Million
0.63% of portfolio
Bank Of America Corp Charlotte, NC

61.9K
Shares

$5.58 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

59.2K
Shares

$5.33 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

24.6K
Shares

$2.22 Million
0.0% of portfolio

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