GSWM
FGM icon

Golden State Wealth Management’s First Trust Germany AlphaDEX Fund FGM Stock Holding History

Golden State Wealth Management’s Portfolio FGM Stock Details FGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$67.3K Hold
1,060
– – 0.01% 662
2026
Q1 		$63.7K Hold
1,060
– – 0.01% 626
2025
Q4 		$66.1K Sell
1,060
-154
-13% -$9.13K 0.01% 623
2025
Q3 		$71.4K Sell
1,214
-265
-18% -$15.1K 0.01% 579
2025
Q2 		$83.4K Sell
1,479
-613
-29% -$31.6K 0.01% 534
2025
Q1 		$96.1K Hold
2,092
– – 0.01% 452
2024
Q4 		$80.4K Buy
+2,092
New +$81K 0.01% 471

Other funds holding FGM

CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return
BFWM
Bright Futures Wealth Management Webster, Ny 14580, New York $155M AUM 32.3% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Golden State Wealth Management held its First Trust Germany AlphaDEX Fund (FGM) position steady in Q2 2026 at 1,060 shares worth $67.3K. The position accounts for 0.01% of the portfolio, ranked #662.

Golden State Wealth Management first reported a position in FGM in Q4 2024 and has held it in 7 quarters since. The position peaked at $96.1K in Q1 2025. 8 funds tracked by Wall St. Rank hold FGM as of Q2 2026.

  • Golden State Wealth Management held 1,060 shares of First Trust Germany AlphaDEX Fund worth $67.3K as of Q2 2026.
  • Golden State Wealth Management left its First Trust Germany AlphaDEX Fund share count unchanged in Q2 2026.
  • First Trust Germany AlphaDEX Fund made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #662 holding.
  • Golden State Wealth Management first reported a position in First Trust Germany AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's First Trust Germany AlphaDEX Fund position peaked at $96.1K in Q1 2025.
  • 8 funds tracked by Wall St. Rank held First Trust Germany AlphaDEX Fund as of Q2 2026.

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