Number of Shares
559,630.00
Current Holdings Value*
$33.49 Mil
% of Portfolio
2.86%
Total Estimate Gain
$150,890.40
% of Total Estimate Gain
0.13%

GDS Wealth Management's First Trust Enhanced Short Maturity ETF Holding Summary

As of 2025-03-31, GDS Wealth Management held 559,630.00 shares of First Trust Enhanced Short Maturity ETF(FTSM), totaling $33.49 Mil. This investment constitutes 2.86% of their stock portfolio, and GDS Wealth Management now holds 0.51% of the outstanding First Trust Enhanced Short Maturity ETF(FTSM) stock.

The initial trade took place in 2022Q3. And since then GDS Wealth Management has made 5 purchases of FTSM, at an average price of $59.73, for a total of 1.88 Mil shares. In addition, there have been 4 sales at an average price of $59.76 for 1.32 Mil shares. Based on historical transaction data and FTSM's current price of $59.95, GDS Wealth Management's estimated gain on his FTSM holdings is $150,890.40, reflecting a 0.13% gain to date.

GDS Wealth Management FTSM ($59.95) Holding Chart

GDS Wealth Management FTSM ($59.95) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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