Carson Wealth (CWM LLC)’s Fidelity Crypto Industry and Digital Payments ETF FDIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.14K	Hold	248	–	–	﹤0.01%	4856
2025 Q4	$10K	Buy	248 +2	+0.8%	+$94	﹤0.01%	4541
2025 Q3	$12K	Buy	246 +40	+19%	+$1.62K	﹤0.01%	4391
2025 Q2	$7K	Buy	+206	New	+$5.9K	﹤0.01%	4443

Other funds holding FDIG

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Fidelity Crypto Industry and Digital Payments ETF (FDIG) position steady in Q1 2026 at 248 shares worth $8.14K. The position accounts for ﹤0.01% of the portfolio, ranked #4856.

Carson Wealth (CWM LLC) first reported a position in FDIG in Q2 2025 and has held it in 4 quarters since. The position peaked at $12K in Q3 2025. 42 funds tracked by Wall St. Rank hold FDIG as of Q1 2026.

Carson Wealth (CWM LLC) held 248 shares of Fidelity Crypto Industry and Digital Payments ETF worth $8.14K as of Q1 2026.
Carson Wealth (CWM LLC) left its Fidelity Crypto Industry and Digital Payments ETF share count unchanged in Q1 2026.
Fidelity Crypto Industry and Digital Payments ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4856 holding.
Carson Wealth (CWM LLC) first reported a position in Fidelity Crypto Industry and Digital Payments ETF in Q2 2025 and has held it in 4 quarters since.
Carson Wealth (CWM LLC)'s Fidelity Crypto Industry and Digital Payments ETF position peaked at $12K in Q3 2025.
42 funds tracked by Wall St. Rank held Fidelity Crypto Industry and Digital Payments ETF as of Q1 2026.

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