Carson Wealth (CWM LLC)
FCTE

Carson Wealth (CWM LLC)’s SMI 3Fourteen Full-Cycle Trend ETF FCTE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FCTE Stock Details FCTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-206
Closed -$5K – 5825
2025
Q4 		$5K Hold
206
– – ﹤0.01% 4857
2025
Q3 		$5K Hold
206
– – ﹤0.01% 4775
2025
Q2 		$5K Buy
+206
New +$5.26K ﹤0.01% 4651

Other funds holding FCTE

SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
TF
Theory Financial Fort Collins, Colorado $317M AUM 21.14% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
NCM
NCM Capital Management Ramsey, New Jersey $279M AUM 26.47% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of SMI 3Fourteen Full-Cycle Trend ETF (FCTE) in Q1 2026, closing a stake of 206 shares — an estimated $5K sold.

Carson Wealth (CWM LLC) first reported a position in FCTE in Q2 2025 and held it in 3 quarters. The position peaked at $5K in Q4 2025. 17 funds tracked by Wall St. Rank hold FCTE as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining SMI 3Fourteen Full-Cycle Trend ETF position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 206 SMI 3Fourteen Full-Cycle Trend ETF shares in Q1 2026, an estimated $5K.
  • Carson Wealth (CWM LLC) first reported a position in SMI 3Fourteen Full-Cycle Trend ETF in Q2 2025 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s SMI 3Fourteen Full-Cycle Trend ETF position peaked at $5K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held SMI 3Fourteen Full-Cycle Trend ETF as of Q1 2026.

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