Carson Wealth (CWM LLC)
FFEB icon

Carson Wealth (CWM LLC)’s FT Vest US Equity Buffer ETF February FFEB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FFEB Stock Details FFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.83M Sell
122,277
-130,159
-52% -$7.42M 0.02% 691
2025
Q4 		$14.3M Sell
252,436
-72,632
-22% -$4.04M 0.04% 409
2025
Q3 		$17.9M Sell
325,068
-11,519
-3% -$619K 0.05% 301
2025
Q2 		$17.6M Buy
336,587
+9,209
+3% +$456K 0.06% 268
2025
Q1 		$16M Buy
327,378
+230,569
+238% +$11.5M 0.06% 260
2024
Q4 		$4.82M Sell
96,809
-34,083
-26% -$1.68M 0.02% 482
2024
Q3 		$6.36M Sell
130,892
-26,179
-17% -$1.24M 0.03% 399
2024
Q2 		$7.35M Sell
157,071
-2,129
-1% -$96.8K 0.03% 348
2024
Q1 		$7.21M Buy
159,200
+138,436
+667% +$6.07M 0.04% 349
2023
Q4 		$886K Sell
20,764
-16
-0.1% -$645 ﹤0.01% 859
2023
Q3 		$810K Sell
20,780
-128
-0.6% -$5.12K 0.01% 822
2023
Q2 		$833K Hold
20,908
– – 0.01% 776
2023
Q1 		$782K Hold
20,908
– – 0.01% 732
2022
Q4 		$744K Sell
20,908
-268
-1% -$9.42K 0.01% 691
2022
Q3 		$707K Hold
21,176
– – 0.01% 647
2022
Q2 		$723K Sell
21,176
-225
-1% -$8.09K 0.01% 645
2022
Q1 		$818K Hold
21,401
– – 0.01% 611
2021
Q4 		$823K Buy
+21,401
New +$809K 0.01% 618
2021
Q2 		$765K Hold
21,056
– – 0.01% 609
2021
Q1 		$765K Hold
21,056
– – 0.01% 609
2020
Q4 		$765K Hold
21,056
– – 0.01% 609
2020
Q3 		$765K Hold
21,056
– – 0.01% 609
2020
Q2 		$765K Hold
21,056
– – 0.01% 609
2020
Q1 		$765K Buy
+21,056
New +$562K 0.01% 609

Other funds holding FFEB

FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its FT Vest US Equity Buffer ETF February (FFEB) stake by 52% in Q1 2026, selling an estimated $7.42M and leaving 122,277 shares worth $6.83M. The position accounts for 0.02% of the portfolio, ranked #691.

Carson Wealth (CWM LLC) first reported a position in FFEB in Q1 2020 and has held it in 24 quarters since. The position peaked at $17.9M in Q3 2025. 177 funds tracked by Wall St. Rank hold FFEB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 122,277 shares of FT Vest US Equity Buffer ETF February worth $6.83M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 130,159 FT Vest US Equity Buffer ETF February shares in Q1 2026, an estimated $7.42M.
  • FT Vest US Equity Buffer ETF February made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #691 holding.
  • Carson Wealth (CWM LLC) first reported a position in FT Vest US Equity Buffer ETF February in Q1 2020 and has held it in 24 quarters since.
  • Carson Wealth (CWM LLC)'s FT Vest US Equity Buffer ETF February position peaked at $17.9M in Q3 2025.
  • 177 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q1 2026.

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