GSWM
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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Golden State Wealth Management's AFMC Position: Q1 2026 in Review

Golden State Wealth Management held its First Trust Active Factor Mid Cap ETF (AFMC) position steady in Q1 2026 at 428 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #985.

Golden State Wealth Management first reported a position in AFMC in Q2 2025 and has held it in 4 quarters since. 48 funds tracked by Wall St. Rank hold AFMC as of Q1 2026.

  • Golden State Wealth Management held 428 shares of First Trust Active Factor Mid Cap ETF worth $15.2K as of Q1 2026.
  • Golden State Wealth Management left its First Trust Active Factor Mid Cap ETF share count unchanged in Q1 2026.
  • First Trust Active Factor Mid Cap ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #985 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 4 quarters since.
  • 48 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.