FTSM — FIRST TR EXCHANGE-TRADED FD

Ownership history in BDFS Capital LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which BDFS Capital LLC reported a position in FIRST TR EXCHANGE-TRADED FD (FTSM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
31.94% (2025 Q4)
Avg. % of fund
31.94%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 1,056,077 — — 31.94% $63.3M $59.54
% of Fund (quarterly)    FTSM price (monthly, adj. close)

Other funds also holding FTSM

As of 2025 Q4 — sorted by position size

FSC Wealth Advisors, LLC 3Y 9.71% Luken Investment Analytics, LLC 3Y 8.88% Mainsail Financial Group, LLC 3Y 7.51% Kaydan Wealth Management, Inc. 3Y 7.21% Sterling Manor Financial, LLC 3Y 6.9% SHELTON WEALTH MANAGEMENT, LLC 3Y 5.51% RiverTree Advisors, LLC 3Y 5.51% Cassia Capital Partners, LLC 3Y 5.12% Csenge Advisory Group 3Y 7Y 5.07% Transcendent Capital Group LLC 4.83%
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