Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EDOW Stock Details EDOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-453
Closed -$17K – 5335
2025
Q2 		$17K Hold
453
– – ﹤0.01% 3997
2025
Q1 		$16K Hold
453
– – ﹤0.01% 3824
2024
Q4 		$16K Buy
+453
New +$16.6K ﹤0.01% 3575
2024
Q1 		– Sell
-359
Closed -$12K – 4415
2023
Q4 		$12K Buy
+359
New +$10.9K ﹤0.01% 3071

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

Carson Wealth (CWM LLC) sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q3 2025, closing a stake of 453 shares — an estimated $17K sold.

Carson Wealth (CWM LLC) first reported a position in EDOW in Q4 2023 and held it in 4 quarters. The position peaked at $17K in Q2 2025. 69 funds tracked by Wall St. Rank hold EDOW as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 453 First Trust Dow 30 Equal Weight ETF shares in Q3 2025, an estimated $17K.
  • Carson Wealth (CWM LLC) first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2023 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s First Trust Dow 30 Equal Weight ETF position peaked at $17K in Q2 2025.
  • 69 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q3 2025.

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