FDAT β€” TIDAL TR II

Ownership history in GTS SECURITIES LLC  Β·  7 quarters on record

This page tracks every 13F SEC filing in which GTS SECURITIES LLC reported a position in TIDAL TR II (FDAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.02% (2025 Q1)
πŸ“Š Avg. % of fund
0.01%
πŸ“… First filed
2023 Q3
πŸ“… Last filed
2025 Q3
⏱ Quarters held
7

Position Intelligence

GTS SECURITIES LLC Γ— FDAT AI Analytics

πŸ“‰ GTS SECURITIES LLC underperformed the S&P 500 by –16.5% annually on this FDAT position. Timing score: 40% (2/5 decisions correct). Average cost basis: $19.95. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
-16.5%
annualised excess return

❌ Significantly underperformed the S&P 500 by 16.5% ann.
5 quarters analyzed

⏱️ Timing Score
40%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
2 of 5 add/trim decisions correct

πŸ’° Entry Quality
$19.95
+8.3% vs current ($21.60)

Best entry: $19.44 (2024 Q1)  Β·  Worst: $19.98 (2024 Q3)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
43%
buy-side decisions

3 adds Β· 4 trims. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.01% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    FDAT price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 9,061 -4,705 -34.2% 0.01% $204K $21.60
2025 Q2 REDUCED 13,766 -5,437 -28.3% 0.01% $293K $20.30
2025 Q1 REDUCED 19,203 -9,627 -33.4% 0.02% $404K $20.07
2024 Q3 ADDED 28,830 +16,157 +127.5% 0.00% $656K $19.98
2024 Q1 ADDED 12,673 +1,090 +9.4% 0.00% $281K $19.44
2023 Q4 REDUCED 11,583 -1,036 -8.2% 0.00% $241K $18.28
2023 Q3 INITIATED 12,619 β€” β€” 0.00% $251K β€”

🏒 Other funds also holding FDAT

As of 2025 Q4 β€” sorted by position size

UBS Group AG 3Y 7Y 0.0%
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