Carson Wealth (CWM LLC)’s First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF FCEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$98.9K	Buy	+4,395	New	+$102K	﹤0.01%	3280
2021 Q2	$22K	Hold	872	–	–	﹤0.01%	1745
2021 Q1	$22K	Hold	872	–	–	﹤0.01%	1745
2020 Q4	$22K	Hold	872	–	–	﹤0.01%	1745
2020 Q3	$22K	Hold	872	–	–	﹤0.01%	1745
2020 Q2	$22K	Hold	872	–	–	﹤0.01%	1745
2020 Q1	$22K	Hold	872	–	–	﹤0.01%	1745
2019 Q4	$22K	Hold	872	–	–	﹤0.01%	1745
2019 Q3	$22K	Hold	872	–	–	﹤0.01%	1745
2019 Q2	$22K	Hold	872	–	–	﹤0.01%	1745
2019 Q1	$22K	Buy	+872	New	+$18.1K	﹤0.01%	1745

Other funds holding FCEF

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

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

BAWC

Boyce & Associates Wealth Consulting Cedar Park, Texas $132M AUM 16.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return

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

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

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

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

Carson Wealth (CWM LLC) opened a new position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) in Q1 2026: 4,395 shares worth $98.9K. The stake represents ﹤0.01% of the portfolio and ranks #3280 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in FCEF as recently as Q2 2021.

Carson Wealth (CWM LLC) first reported a position in FCEF in Q1 2019 and has held it in 11 quarters since. 34 funds tracked by Wall St. Rank hold FCEF as of Q1 2026.

Carson Wealth (CWM LLC) held 4,395 shares of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF worth $98.9K as of Q1 2026.
First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3280 holding.
Carson Wealth (CWM LLC) first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q1 2019 and has held it in 11 quarters since.
34 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF as of Q1 2026.

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