Golden State Wealth Management’s First Trust Exchange-Traded Fund III First Trust Active Factor International ETF AFDM Stock Holding History

Golden State Wealth Management’s Portfolio AFDM Stock Details AFDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.8K	Hold	170	–	–	﹤0.01%	1019
2026 Q1	$14K	Hold	170	–	–	﹤0.01%	1005
2025 Q4	$13.7K	Hold	170	–	–	﹤0.01%	1015
2025 Q3	$13K	Hold	170	–	–	﹤0.01%	1035
2025 Q2	$12.4K	Hold	170	–	–	﹤0.01%	1022
2025 Q1	$11.3K	Hold	170	–	–	﹤0.01%	968
2024 Q4	$10.4K	Buy	+170	New	+$10.9K	﹤0.01%	955
2019 Q3	–	Sell	-400	Closed	-$22K	–	1125
2019 Q2	$22K	Sell	400 -184	-32%	-$10.4K	0.01%	604
2019 Q1	$33K	Buy	+584	New	+$32.4K	0.01%	531

Other funds holding AFDM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PSCM

Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Golden State Wealth Management's AFDM Position: Q2 2026 in Review

Golden State Wealth Management held its First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) position steady in Q2 2026 at 170 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1019.

Golden State Wealth Management first reported a position in AFDM in Q1 2019 and has held it in 9 quarters since. The position peaked at $33K in Q1 2019. 52 funds tracked by Wall St. Rank hold AFDM as of Q2 2026.

Golden State Wealth Management held 170 shares of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF worth $14.8K as of Q2 2026.
Golden State Wealth Management left its First Trust Exchange-Traded Fund III First Trust Active Factor International ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund III First Trust Active Factor International ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1019 holding.
Golden State Wealth Management first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q1 2019 and has held it in 9 quarters since.
Golden State Wealth Management's First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position peaked at $33K in Q1 2019.
52 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor International ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.