Golden State Wealth Management’s First Trust Active Factor Mid Cap ETF AFMC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.6K	Buy	429 +1	+0.2%	+$39	﹤0.01%	977
2026 Q1	$15.2K	Hold	428	–	–	﹤0.01%	985
2025 Q4	$14.8K	Buy	428 +2	+0.5%	+$68	﹤0.01%	997
2025 Q3	$14.6K	Hold	426	–	–	﹤0.01%	1000
2025 Q2	$13.7K	Buy	+426	New	+$13K	﹤0.01%	983

Other funds holding AFMC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

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

Golden State Wealth Management increased its First Trust Active Factor Mid Cap ETF (AFMC) stake by 0.23% in Q2 2026, buying an estimated $39 and bringing the position to 429 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Golden State Wealth Management first reported a position in AFMC in Q2 2025 and has held it in 5 quarters since. 50 funds tracked by Wall St. Rank hold AFMC as of Q2 2026.

Golden State Wealth Management held 429 shares of First Trust Active Factor Mid Cap ETF worth $17.6K as of Q2 2026.
Golden State Wealth Management bought 1 First Trust Active Factor Mid Cap ETF share in Q2 2026, an estimated $39.
First Trust Active Factor Mid Cap ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #977 holding.
Golden State Wealth Management first reported a position in First Trust Active Factor Mid Cap ETF in Q2 2025 and has held it in 5 quarters since.
50 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q2 2026.

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