Carson Wealth (CWM LLC)’s First Trust Active Factor Large Cap Growth ETF AFGR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AFGR Stock Details AFGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$125	Hold	4	–	–	﹤0.01%	5563
2025 Q4	$0	Hold	4	–	–	﹤0.01%	5530
2025 Q3	$0	Sell	4 -200	-98%	-$6.95K	﹤0.01%	5432
2025 Q2	$7K	Hold	204	–	–	﹤0.01%	4469
2025 Q1	$6K	Hold	204	–	–	﹤0.01%	4382
2024 Q4	$6K	Sell	204 -778	-79%	-$23.3K	﹤0.01%	4130
2024 Q3	$28K	Sell	982 -2,925	-75%	-$80.6K	﹤0.01%	3151
2024 Q2	$110K	Sell	3,907 -2,915	-43%	-$79K	﹤0.01%	1912
2024 Q1	$188K	Buy	+6,822	New	+$177K	﹤0.01%	1546
2022 Q2	–	Sell	-650	Closed	-$15K	–	3990
2022 Q1	$15K	Sell	650 -875	-57%	-$20.2K	﹤0.01%	2255
2021 Q4	$41K	Buy	+1,525	New	+$42.5K	﹤0.01%	1656
2021 Q2	$50K	Hold	1,900	–	–	﹤0.01%	1400
2021 Q1	$50K	Hold	1,900	–	–	﹤0.01%	1400
2020 Q4	$50K	Hold	1,900	–	–	﹤0.01%	1400
2020 Q3	$50K	Buy	+1,900	New	+$39.4K	﹤0.01%	1400

Other funds holding AFGR

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GWP

Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

APW

Aurora Private Wealth Rockaway, New Jersey $158M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AFGR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its First Trust Active Factor Large Cap Growth ETF (AFGR) position steady in Q1 2026 at 4 shares worth $125. The position accounts for ﹤0.01% of the portfolio, ranked #5563.

Carson Wealth (CWM LLC) first reported a position in AFGR in Q3 2020 and has held it in 15 quarters since. The position peaked at $188K in Q1 2024. 33 funds tracked by Wall St. Rank hold AFGR as of Q1 2026.

Carson Wealth (CWM LLC) held 4 shares of First Trust Active Factor Large Cap Growth ETF worth $125 as of Q1 2026.
Carson Wealth (CWM LLC) left its First Trust Active Factor Large Cap Growth ETF share count unchanged in Q1 2026.
First Trust Active Factor Large Cap Growth ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5563 holding.
Carson Wealth (CWM LLC) first reported a position in First Trust Active Factor Large Cap Growth ETF in Q3 2020 and has held it in 15 quarters since.
Carson Wealth (CWM LLC)'s First Trust Active Factor Large Cap Growth ETF position peaked at $188K in Q1 2024.
33 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.