Carson Wealth (CWM LLC)
AFLG icon

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

Carson Wealth (CWM LLC)’s Portfolio AFLG Stock Details AFLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-357
Closed -$13K – 5234
2025
Q2 		$13K Buy
+357
New +$12.2K ﹤0.01% 4142

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MF
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Stifel Financial
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KFS
Kirkwood Financial Services San Antonio, Texas $350M AUM 20.89% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AFLG Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of First Trust Active Factor Large Cap ETF (AFLG) in Q3 2025, closing a stake of 357 shares — an estimated $13K sold.

Carson Wealth (CWM LLC) first reported a position in AFLG in Q2 2025 and held it in 1 quarter. The position peaked at $13K in Q2 2025. 95 funds tracked by Wall St. Rank hold AFLG as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining First Trust Active Factor Large Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 357 First Trust Active Factor Large Cap ETF shares in Q3 2025, an estimated $13K.
  • Carson Wealth (CWM LLC) first reported a position in First Trust Active Factor Large Cap ETF in Q2 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s First Trust Active Factor Large Cap ETF position peaked at $13K in Q2 2025.
  • 95 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap ETF as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.