Golden State Wealth Management’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.9K	Hold	255	–	–	﹤0.01%	904
2025 Q4	$20.3K	Hold	255	–	–	﹤0.01%	917
2025 Q3	$19.3K	Hold	255	–	–	﹤0.01%	918
2025 Q2	$18.3K	Hold	255	–	–	﹤0.01%	912
2025 Q1	$15.9K	Hold	255	–	–	﹤0.01%	862
2024 Q4	$17.4K	Buy	+255	New	+$17.3K	﹤0.01%	801
2020 Q2	–	Sell	-405	Closed	-$13K	–	425
2020 Q1	$13K	Buy	+405	New	+$17.6K	0.01%	570
2019 Q4	–	Sell	-565	Closed	-$26K	–	341
2019 Q3	$26K	Hold	565	–	–	0.01%	566
2019 Q2	$25K	Hold	565	–	–	0.01%	579
2019 Q1	$25K	Buy	+565	New	+$25.5K	0.01%	577

Other funds holding FDM

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return

Private Advisory Group Redmond, Washington $1.44B AUM 41.01% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $717M AUM 10.97% 1-Year Est. Return

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return