GSWM
FXN icon

Golden State Wealth Management’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Golden State Wealth Management’s Portfolio FXN Stock Details FXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$34.1K Buy
1,518
+5
+0.3% +$97 ﹤0.01% 783
2025
Q4 		$24.9K Buy
1,513
+10
+0.7% +$163 ﹤0.01% 874
2025
Q3 		$24.5K Hold
1,503
– – ﹤0.01% 867
2025
Q2 		$22.8K Hold
1,503
– – ﹤0.01% 852
2025
Q1 		$24.8K Hold
1,503
– – ﹤0.01% 750
2024
Q4 		$24.6K Buy
+1,503
New +$25.2K ﹤0.01% 720

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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return