Carson Wealth (CWM LLC)
FCG icon

Carson Wealth (CWM LLC)’s First Trust Natural Gas ETF FCG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FCG Stock Details FCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24.1K Buy
+760
New +$20.5K ﹤0.01% 4304
2024
Q1 		– Sell
-66
Closed -$2K – 4447
2023
Q4 		$2K Sell
66
-314
-83% -$7.89K ﹤0.01% 3801
2023
Q3 		$10K Buy
380
+314
+476% +$8.01K ﹤0.01% 3128
2023
Q2 		$2K Sell
66
-387
-85% -$8.79K ﹤0.01% 3787
2023
Q1 		$10K Buy
453
+66
+17% +$1.55K ﹤0.01% 2940
2022
Q4 		$9K Sell
387
-5
-1% -$130 ﹤0.01% 2845
2022
Q3 		$9K Buy
+392
New +$9.49K ﹤0.01% 2744
2016
Q3 		– Sell
-226
Closed -$6K – 1011
2016
Q2 		$6K Buy
226
+18
+9% +$425 ﹤0.01% 603
2016
Q1 		$4K Buy
+208
New +$4.01K ﹤0.01% 618
2015
Q4 		– Sell
-57
Closed -$2K – 702
2015
Q3 		$2K Buy
+57
New +$1.98K ﹤0.01% 577

Other funds holding FCG

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GP
Guardian Partners Toronto, Canada $1.2B AUM 35.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in First Trust Natural Gas ETF (FCG) in Q1 2026: 760 shares worth $24.1K. The stake represents ﹤0.01% of the portfolio and ranks #4304 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in FCG as recently as Q4 2023.

Carson Wealth (CWM LLC) first reported a position in FCG in Q3 2015 and has held it in 10 quarters since. 141 funds tracked by Wall St. Rank hold FCG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 760 shares of First Trust Natural Gas ETF worth $24.1K as of Q1 2026.
  • First Trust Natural Gas ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • First Trust Natural Gas ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4304 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Trust Natural Gas ETF in Q3 2015 and has held it in 10 quarters since.
  • 141 funds tracked by Wall St. Rank held First Trust Natural Gas ETF as of Q1 2026.

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