FSZ β€” FIRST TRUST

Ownership history in Golden State Wealth Management, LLC  Β·  6 quarters on record

AI Ownership Summary

Golden State Wealth Management, LLC reported FIRST TRUST (FSZ) in 6 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.02% in 2025 Q1. The latest visible filing shows FSZ at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FSZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Golden State Wealth Management, LLC's position in FIRST TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FSZ was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FSZ stock page Golden State Wealth Management, LLC fund profile Golden State Wealth Management, LLC full holdings
How Golden State Wealth Management, LLC held FSZ β€” position size vs. price
% of Fund (quarterly)    FSZ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 896 -222 -19.9% 0.01% $72K 2026-02-14 (Est.) $84.61
2025 Q3 REDUCED 1,118 -35 -3.0% 0.01% $86K 2025-11-03 $75.83
2025 Q2 REDUCED 1,153 -2,199 -65.6% 0.01% $88K 2025-08-06 $76.69
2025 Q1 ADDED 3,352 +1,674 +99.8% 0.02% $227K 2025-04-23 $67.37
2024 Q4 REDUCED 1,678 -1,241 -42.5% 0.02% $105K 2025-01-28 $64.71
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding FSZ

As of 2025 Q4 β€” sorted by position size

COTTONWOOD CAPITAL ADVISORS, LLC 3Y 1.25% SSA SWISS ADVISORS AG 0.93% Hyposwiss Advisors SA 0.23% Genesee Capital Advisors, LLC 3Y 7Y 0.22% FLOW TRADERS U.S. LLC 3Y 7Y 0.11% MTM Investment Management, LLC 3Y 0.05% SYON CAPITAL LLC 0.03% Vontobel Holding Ltd. 3Y 0.03% PGIM Custom Harvest LLC 3Y 0.01% Kestra Advisory Services, LLC 3Y 0.0%

FAQ About Golden State Wealth Management, LLC and FSZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Golden State Wealth Management, LLC reported owning FSZ?

Golden State Wealth Management, LLC reported FSZ across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported FSZ position in Golden State Wealth Management, LLC's portfolio?

The largest reported portfolio weight for FSZ was 0.02% in 2025 Q1.

What is the latest reported FSZ position on this page?

The most recent filing on this page is 2025 Q4, when Golden State Wealth Management, LLC reported 896 shares, equal to 0.01% of portfolio, with an estimated market value of $72K.

What does the chart on this FSZ ownership page compare?

The chart compares Golden State Wealth Management, LLC's quarterly FSZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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