Golden State Wealth Management
FSCS icon

Golden State Wealth Management’s First Trust SMID Capital Strength ETF FSCS Stock Holding History

Golden State Wealth Management’s Portfolio FSCS Stock Details FSCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.9K Hold
53
– – ﹤0.01% 1359
2026
Q2 		$1.96K Hold
53
– – ﹤0.01% 1394
2026
Q1 		$1.87K Hold
53
– – ﹤0.01% 1356
2025
Q4 		$1.9K Buy
53
+1
+2% +$36 ﹤0.01% 1402
2025
Q3 		$1.94K Hold
52
– – ﹤0.01% 1399
2025
Q2 		$1.89K Hold
52
– – ﹤0.01% 1364
2025
Q1 		$1.82K Hold
52
– – ﹤0.01% 1336
2024
Q4 		$1.87K Buy
+52
New +$1.89K ﹤0.01% 1264

Other funds holding FSCS

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
Pinnacle Bancorp
Pinnacle Bancorp Beatrice, Nebraska $375M AUM 15.66% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Polaris Financial Partners
Polaris Financial Partners Westerville, Ohio $223M AUM

Golden State Wealth Management's FSCS Position: Q3 2026 in Review

Golden State Wealth Management held its First Trust SMID Capital Strength ETF (FSCS) position steady in Q3 2026 at 53 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

Golden State Wealth Management first reported a position in FSCS in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.96K in Q2 2026. 7 funds tracked by Wall St. Rank hold FSCS as of Q3 2026.

  • Golden State Wealth Management held 53 shares of First Trust SMID Capital Strength ETF worth $1.9K as of Q3 2026.
  • Golden State Wealth Management left its First Trust SMID Capital Strength ETF share count unchanged in Q3 2026.
  • First Trust SMID Capital Strength ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q3 2026, its #1359 holding.
  • Golden State Wealth Management first reported a position in First Trust SMID Capital Strength ETF in Q4 2024 and has held it in 8 quarters since.
  • Golden State Wealth Management's First Trust SMID Capital Strength ETF position peaked at $1.96K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held First Trust SMID Capital Strength ETF as of Q3 2026.

Based on Golden State Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.