Carson Wealth (CWM LLC)
FDD icon

Carson Wealth (CWM LLC)’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FDD Stock Details FDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.3K Buy
+1,197
New +$21.6K ﹤0.01% 4372
2025
Q4 		– Sell
-1,342
Closed -$22K – 5440
2025
Q3 		$22K Buy
+1,342
New +$21.4K ﹤0.01% 4063
2023
Q4 		– Sell
-384
Closed -$4K – 4247
2023
Q3 		$4K Buy
+384
New +$4.38K ﹤0.01% 3555

Other funds holding FDD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in First Trust STOXX European Select Dividend Income Fund (FDD) in Q1 2026: 1,197 shares worth $21.3K. The stake represents ﹤0.01% of the portfolio and ranks #4372 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in FDD as recently as Q3 2025.

Carson Wealth (CWM LLC) first reported a position in FDD in Q3 2023 and has held it in 3 quarters since. The position peaked at $22K in Q3 2025. 135 funds tracked by Wall St. Rank hold FDD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,197 shares of First Trust STOXX European Select Dividend Income Fund worth $21.3K as of Q1 2026.
  • First Trust STOXX European Select Dividend Income Fund was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • First Trust STOXX European Select Dividend Income Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4372 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Trust STOXX European Select Dividend Income Fund in Q3 2023 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s First Trust STOXX European Select Dividend Income Fund position peaked at $22K in Q3 2025.
  • 135 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q1 2026.

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