GDS Wealth Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

GDS Wealth Management’s Portfolio FTSM Stock Details FTSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$42.4M	Sell	709,784 -149,294	-17%	-$8.95M	2.55%	5
2025 Q4	$51.5M	Buy	859,078 +440,329	+105%	+$26.4M	3.22%	4
2025 Q3	$25.1M	Buy	418,749 +140,991	+51%	+$8.46M	1.66%	17
2025 Q2	$16.6M	Sell	277,758 -281,872	-50%	-$16.9M	1.21%	34
2025 Q1	$33.5M	Sell	559,630 -277,633	-33%	-$16.6M	2.86%	6
2024 Q4	$50M	Sell	837,263 -634,783	-43%	-$38M	4.56%	2
2024 Q3	$88.1M	Buy	1,472,046 +989,192	+205%	+$59.2M	8.59%	1
2024 Q2	$28.8M	Buy	482,854 +327,579	+211%	+$19.6M	3.16%	3
2024 Q1	$9.26M	Sell	155,275 -238,179	-61%	-$14.2M	1.08%	48
2023 Q4	$23.5M	Buy	+393,454	New	+$23.5M	3.17%	7
2023 Q1	–	Sell	-167,592	Closed	-$9.96M	–	112
2022 Q4	$9.96M	Buy	167,592 +156,331	+1,388%	+$9.29M	1.9%	15
2022 Q3	$668K	Buy	+11,261	New	+$669K	0.15%	60

Other funds holding FTSM

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

GDS Wealth Management's FTSM Position: Q1 2026 in Review

GDS Wealth Management reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 17% in Q1 2026, selling an estimated $8.95M and leaving 709,784 shares worth $42.4M. The position accounts for 2.55% of the portfolio, ranked #5.

GDS Wealth Management first reported a position in FTSM in Q3 2022 and has held it in 12 quarters since. The position peaked at $88.1M in Q3 2024. 425 funds tracked by Wall St. Rank hold FTSM as of Q1 2026.

GDS Wealth Management held 709,784 shares of First Trust Enhanced Short Maturity ETF worth $42.4M as of Q1 2026.
GDS Wealth Management sold 149,294 First Trust Enhanced Short Maturity ETF shares in Q1 2026, an estimated $8.95M.
First Trust Enhanced Short Maturity ETF made up 2.55% of GDS Wealth Management's portfolio in Q1 2026, its #5 holding.
GDS Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2022 and has held it in 12 quarters since.
GDS Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $88.1M in Q3 2024.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2026.

Based on GDS Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.