FTSM β€” FIRST TR EXCHANGE-TRADED FD

Ownership history in Kaydan Wealth Management, Inc.  Β·  3 quarters on record

AI Ownership Summary

Kaydan Wealth Management, Inc. reported FIRST TR EXCHANGE-TRADED FD (FTSM) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 7.21% in 2025 Q4. The latest visible filing shows FTSM at 7.21% 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 Kaydan Wealth Management, Inc.'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
2025 Q4

FTSM was reported at 7.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.21% in 2025 Q4

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

Time in book
Holding Window
2025 Q2 to 2025 Q4

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.

How Kaydan Wealth Management, Inc. held FTSM β€” position size vs. price
% of Fund (quarterly)    FTSM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 415,493 +360,223 +651.8% 7.21% $24.9M 2026-02-14 (Est.) $59.63
2025 Q3 ADDED 55,270 +5,787 +11.7% 0.95% $3.3M 2025-10-17 $58.87
2025 Q2 INITIATED 49,483 β€” β€” 0.97% $3.0M 2025-07-11 $58.07

FAQ About Kaydan Wealth Management, Inc. and FTSM

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

How long has Kaydan Wealth Management, Inc. reported owning FTSM?

Kaydan Wealth Management, Inc. reported FTSM across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported FTSM position in Kaydan Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for FTSM was 7.21% in 2025 Q4.

What is the latest reported FTSM position on this page?

The most recent filing on this page is 2025 Q4, when Kaydan Wealth Management, Inc. reported 415,493 shares, equal to 7.21% of portfolio, with an estimated market value of $24.9M.

What does the chart on this FTSM ownership page compare?

The chart compares Kaydan Wealth Management, Inc.'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.

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