Carson Wealth (CWM LLC)’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.26M | Sell |
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|
2025
Q2 | $1.36M | Sell |
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|
2025
Q1 | $1.46M | Sell |
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|
2024
Q4 | $1.6M | Buy |
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|
2024
Q3 | $52K | Sell |
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|
2024
Q2 | $1.89M | Buy |
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|
2024
Q1 | $38K | Sell |
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|
2023
Q4 | $44K | Buy |
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|
2023
Q3 | $13K | Sell |
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|
2023
Q2 | $20K | Hold |
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|
2023
Q1 | $20K | Buy |
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|
2022
Q4 | $17K | Sell |
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|
2022
Q3 | $5.91M | Buy |
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|
2022
Q2 | $108K | Buy |
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|
2022
Q1 | $113K | Sell |
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|
2021
Q4 | $6.07M | Buy |
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|
2021
Q2 | $6.98M | Hold |
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|
2021
Q1 | $6.98M | Hold |
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|
2020
Q4 | $6.98M | Hold |
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|
2020
Q3 | $6.98M | Hold |
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|
2020
Q2 | $6.98M | Hold |
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|
2020
Q1 | $6.98M | Hold |
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|
2019
Q4 | $6.98M | Hold |
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|
2019
Q3 | $6.98M | Hold |
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|
2019
Q2 | $6.98M | Hold |
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|
2019
Q1 | $6.98M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $3K | Buy |
|