Carson Wealth (CWM LLC)
FEMB icon

Carson Wealth (CWM LLC)’s First Trust Emerging Markets Local Currency Bond ETF FEMB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FEMB Stock Details FEMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$840K Sell
29,239
-5,955
-17% -$179K ﹤0.01% 1653
2025
Q4 		$1.05M Sell
35,194
-3,559
-9% -$105K ﹤0.01% 1467
2025
Q3 		$1.14M Sell
38,753
-6,144
-14% -$178K ﹤0.01% 1336
2025
Q2 		$1.3M Buy
44,897
+44,752
+30,863% +$1.24M ﹤0.01% 1130
2025
Q1 		$4K Sell
145
-60
-29% -$1.61K ﹤0.01% 4529
2024
Q4 		$5K Sell
205
-56,095
-100% -$1.53M ﹤0.01% 4195
2024
Q3 		$1.63M Buy
56,300
+56,086
+26,208% +$1.58M 0.01% 790
2024
Q2 		$6K Sell
214
-67,870
-100% -$1.87M ﹤0.01% 3766
2024
Q1 		$1.92M Sell
68,084
-29,661
-30% -$846K 0.01% 632
2023
Q4 		$2.85M Sell
97,745
-32,436
-25% -$901K 0.02% 516
2023
Q3 		$3.52M Sell
130,181
-23,306
-15% -$661K 0.02% 431
2023
Q2 		$4.4M Sell
153,487
-28,816
-16% -$807K 0.03% 364
2023
Q1 		$5.05M Buy
182,303
+182,290
+1,402,231% +$4.94M 0.03% 319
2022
Q4 		$0 Sell
13
-10
-43% -$253 ﹤0.01% 4053
2022
Q3 		$1K Buy
23
+5
+28% +$130 ﹤0.01% 3650
2022
Q2 		$0 Buy
18
+8
+80% +$225 ﹤0.01% 3882
2022
Q1 		$0 Sell
10
-85
-89% -$2.62K ﹤0.01% 3624
2021
Q4 		$3K Buy
+95
New +$3.02K ﹤0.01% 2968
2021
Q2 		$14K Hold
394
– – ﹤0.01% 1957
2021
Q1 		$14K Hold
394
– – ﹤0.01% 1957
2020
Q4 		$14K Hold
394
– – ﹤0.01% 1957
2020
Q3 		$14K Hold
394
– – ﹤0.01% 1957
2020
Q2 		$14K Hold
394
– – ﹤0.01% 1957
2020
Q1 		$14K Hold
394
– – ﹤0.01% 1957
2019
Q4 		$14K Hold
394
– – ﹤0.01% 1957
2019
Q3 		$14K Hold
394
– – ﹤0.01% 1957
2019
Q2 		$14K Hold
394
– – ﹤0.01% 1957
2019
Q1 		$14K Buy
+394
New +$15K ﹤0.01% 1956

Other funds holding FEMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its First Trust Emerging Markets Local Currency Bond ETF (FEMB) stake by 17% in Q1 2026, selling an estimated $179K and leaving 29,239 shares worth $840K. The position accounts for ﹤0.01% of the portfolio, ranked #1653.

Carson Wealth (CWM LLC) first reported a position in FEMB in Q1 2019 and has held it in 28 quarters since. The position peaked at $5.05M in Q1 2023. 102 funds tracked by Wall St. Rank hold FEMB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 29,239 shares of First Trust Emerging Markets Local Currency Bond ETF worth $840K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 5,955 First Trust Emerging Markets Local Currency Bond ETF shares in Q1 2026, an estimated $179K.
  • First Trust Emerging Markets Local Currency Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1653 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Trust Emerging Markets Local Currency Bond ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s First Trust Emerging Markets Local Currency Bond ETF position peaked at $5.05M in Q1 2023.
  • 102 funds tracked by Wall St. Rank held First Trust Emerging Markets Local Currency Bond ETF as of Q1 2026.

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