Golden State Wealth Management, LLC
Position in FAD — First Trust Multi Cap Growth AlphaDEX Fund
CIK 1776033
SANTA ANA, CA
All Filings in FAD
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FAD | $803,022 | 5,053 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 FAD | $817,828 | 5,053 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 FAD | $829,722 | 5,168 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 FAD | $759,940 | 5,176 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 FAD | $669,619 | 5,176 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 FAD | $715,374 | 5,176 | Shares | Sole | 2025-01-28 | |
| 2022-03-31 FAD | $922,672 | 8,222 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 FAD | $1,032,765 | 8,222 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 FAD | $976,046 | 8,252 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 FAD | $1,034,519 | 8,652 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 FAD | $969,591 | 8,952 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 FAD | $931,972 | 8,982 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 FAD | $772,990 | 8,982 | Shares | Sole | 2020-11-12 | |
| 2020-03-31 FAD | $627,298 | 10,372 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||