GWM
GDS Wealth Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$37.9M | 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% | +$19.5M | 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 | +$668K | 0.15% | 60 |
|