Ownership history in GDS Wealth Management · 11 quarters on record
This page tracks every 13F SEC filing in which GDS Wealth Management 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 859,078 | +440,329 | +105.2% | 3.22% | $51.5M | $59.54 |
| 2025 Q3 | ADDED | 418,749 | +140,991 | +50.8% | 1.66% | $25.1M | $58.91 |
| 2025 Q2 | REDUCED | 277,758 | -281,872 | -50.4% | 1.21% | $16.6M | $58.24 |
| 2025 Q1 | REDUCED | 559,630 | -277,633 | -33.2% | 2.86% | $33.5M | $57.58 |
| 2024 Q4 | REDUCED | 837,263 | -634,783 | -43.1% | 4.56% | $50.0M | $56.89 |
| 2024 Q3 | ADDED | 1,472,046 | +989,192 | +204.9% | 8.59% | $88.1M | $56.32 |
| 2024 Q2 | ADDED | 482,854 | +327,579 | +211.0% | 3.16% | $28.8M | $55.37 |
| 2024 Q1 | REDUCED | 155,275 | -238,179 | -60.5% | 1.08% | $9.3M | $54.71 |
| 2023 Q4 | ADDED | 393,454 | +225,862 | +134.8% | 3.17% | $23.5M | $54.06 |
| 2022 Q4 | ADDED | 167,592 | +156,331 | +1388.3% | 1.90% | $10.0M | $51.43 |
As of 2025 Q4 — sorted by position size