Carson Wealth (CWM LLC)
FEBM

Carson Wealth (CWM LLC)’s FT Vest U.S. Equity Max Buffer ETF - February FEBM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FEBM Stock Details FEBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$144K Hold
4,750
– – ﹤0.01% 2987
2025
Q4 		$144K Sell
4,750
-434
-8% -$13.1K ﹤0.01% 2808
2025
Q3 		$155K Hold
5,184
– – ﹤0.01% 2646
2025
Q2 		$152K Buy
+5,184
New +$149K ﹤0.01% 2403

Other funds holding FEBM

CCA
Cooper Capital Advisors Encinitas, California $143M AUM 21.1% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its FT Vest U.S. Equity Max Buffer ETF - February (FEBM) position steady in Q1 2026 at 4,750 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #2987.

Carson Wealth (CWM LLC) first reported a position in FEBM in Q2 2025 and has held it in 4 quarters since. The position peaked at $155K in Q3 2025. 40 funds tracked by Wall St. Rank hold FEBM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,750 shares of FT Vest U.S. Equity Max Buffer ETF - February worth $144K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its FT Vest U.S. Equity Max Buffer ETF - February share count unchanged in Q1 2026.
  • FT Vest U.S. Equity Max Buffer ETF - February made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2987 holding.
  • Carson Wealth (CWM LLC) first reported a position in FT Vest U.S. Equity Max Buffer ETF - February in Q2 2025 and has held it in 4 quarters since.
  • Carson Wealth (CWM LLC)'s FT Vest U.S. Equity Max Buffer ETF - February position peaked at $155K in Q3 2025.
  • 40 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - February as of Q1 2026.

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