GSWM
FSCS

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
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 $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
PB
Pinnacle Bancorp Beatrice, Nebraska $384M AUM 21.52% 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 FSCS Position: Q2 2026 in Review

Golden State Wealth Management held its First Trust SMID Capital Strength ETF (FSCS) position steady in Q2 2026 at 53 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

Golden State Wealth Management first reported a position in FSCS in Q4 2024 and has held it in 7 quarters since. 9 funds tracked by Wall St. Rank hold FSCS as of Q2 2026.

  • Golden State Wealth Management held 53 shares of First Trust SMID Capital Strength ETF worth $1.96K as of Q2 2026.
  • Golden State Wealth Management left its First Trust SMID Capital Strength ETF share count unchanged in Q2 2026.
  • First Trust SMID Capital Strength ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1394 holding.
  • Golden State Wealth Management first reported a position in First Trust SMID Capital Strength ETF in Q4 2024 and has held it in 7 quarters since.
  • 9 funds tracked by Wall St. Rank held First Trust SMID Capital Strength ETF as of Q2 2026.

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