Carson Wealth (CWM LLC)
AFSM icon

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

Carson Wealth (CWM LLC)’s Portfolio AFSM Stock Details AFSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.9M Buy
422,615
+86,134
+26% +$2.93M 0.04% 441
2025
Q4 		$11.1M Buy
336,481
+179,627
+115% +$5.84M 0.03% 486
2025
Q3 		$5.13M Buy
156,854
+53,046
+51% +$1.67M 0.02% 701
2025
Q2 		$3.1M Buy
+103,808
New +$2.94M 0.01% 767

Other funds holding AFSM

JJBC
James J. Burns & Company Melville, New York $737M AUM 17.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its First Trust Active Factor Small Cap ETF (AFSM) stake by 26% in Q1 2026, buying an estimated $2.93M and bringing the position to 422,615 shares worth $13.9M. The position accounts for 0.04% of the portfolio, ranked #441.

Carson Wealth (CWM LLC) first reported a position in AFSM in Q2 2025 and has held it in 4 quarters since. 32 funds tracked by Wall St. Rank hold AFSM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 422,615 shares of First Trust Active Factor Small Cap ETF worth $13.9M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 86,134 First Trust Active Factor Small Cap ETF shares in Q1 2026, an estimated $2.93M.
  • First Trust Active Factor Small Cap ETF made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #441 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Trust Active Factor Small Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • 32 funds tracked by Wall St. Rank held First Trust Active Factor Small Cap ETF as of Q1 2026.

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