Guided Capital Wealth Management, LLC FTSM — FIRST TR EXCHANGE-TRADED FD

Ownership history in Guided Capital Wealth Management, LLC  ·  6 quarters on record

AI Ownership Summary

Guided Capital Wealth Management, LLC reported FIRST TR EXCHANGE-TRADED FD (FTSM) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 21.76% in 2026 Q1. The latest visible filing shows FTSM at 21.76% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FTSM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Guided Capital Wealth Management, LLC's position in FIRST TR EXCHANGE-TRADED FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FTSM was reported at 21.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
21.76% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FTSM stock page Guided Capital Wealth Management, LLC fund profile Guided Capital Wealth Management, LLC full holdings
How Guided Capital Wealth Management, LLC held FTSM — position size vs. price
% of Fund (quarterly)    FTSM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 551,623 +541,300 +5243.6% 21.76% $33.0M 2026-04-30 $59.80
2025 Q4 REDUCED 37.1% +0.8% ❌ 10,323 -6,078 -37.1% 0.43% $619K 2026-01-15 $59.20
2025 Q3 REDUCED — — — 16,401 -515 -3.0% 0.84% $983K 2025-10-08 $58.57
2025 Q2 REDUCED 23.6% +1.1% ❌ 16,916 -5,221 -23.6% 0.78% $1.0M 2025-07-10 $57.86
2025 Q1 REDUCED 80.9% +1.1% ❌ 22,137 -93,645 -80.9% 1.11% $1.3M 2025-04-21 $57.27
2024 Q4 INITIATED — — — 115,782 — — 6.34% $6.9M 2025-01-29 $56.70

🏢 Other funds also holding FTSM

As of 2026 Q1 — sorted by position size

BDFS Capital LLC 32.17% FSC Wealth Advisors, LLC 3Y 10.4% Hilton Head Capital Partners, LLC 9.08% Kaydan Wealth Management, Inc. 3Y 8.39% Mainsail Financial Group, LLC 3Y 7.8% Sterling Manor Financial, LLC 3Y 7.14% SHELTON WEALTH MANAGEMENT, LLC 3Y 5.66% Csenge Advisory Group 3Y 7Y 5.19% RiverTree Advisors, LLC 3Y 5.09% Plus Group Wealth Advisors LLC 5.04%

FAQ About Guided Capital Wealth Management, LLC and FTSM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Guided Capital Wealth Management, LLC reported owning FTSM?

Guided Capital Wealth Management, LLC reported FTSM across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported FTSM position in Guided Capital Wealth Management, LLC's portfolio?

The largest reported portfolio weight for FTSM was 21.76% in 2026 Q1.

What is the latest reported FTSM position on this page?

The most recent filing on this page is 2026 Q1, when Guided Capital Wealth Management, LLC reported 551,623 shares, equal to 21.76% of portfolio, with an estimated market value of $33.0M.

What does the chart on this FTSM ownership page compare?

The chart compares Guided Capital Wealth Management, LLC's quarterly FTSM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Guided Capital Wealth Management, LLC time their FTSM position?

Based on 13F filing dates vs. subsequent FTSM price moves, Guided Capital Wealth Management, LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on FTSM relative to SPY over the holding period was -9.8%.

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