Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Fidelity Fundamental Large Cap Growth ETF FFLG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FFLG Stock Details FFLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.5K Hold
845
– – ﹤0.01% 4313
2025
Q4 		$25K Sell
845
-2,100
-71% -$62.4K ﹤0.01% 4053
2025
Q3 		$87K Buy
2,945
+2,100
+249% +$58.9K ﹤0.01% 3096
2025
Q2 		$22K Hold
845
– – ﹤0.01% 3861
2025
Q1 		$19K Hold
845
– – ﹤0.01% 3732
2024
Q4 		$21K Hold
845
– – ﹤0.01% 3417
2024
Q3 		$20K Hold
845
– – ﹤0.01% 3375
2024
Q2 		$20K Hold
845
– – ﹤0.01% 3129
2024
Q1 		$18K Sell
845
-5,300
-86% -$109K ﹤0.01% 2989
2023
Q4 		$117K Sell
6,145
-1,850
-23% -$32.1K ﹤0.01% 1664
2023
Q3 		$131K Hold
7,995
– – ﹤0.01% 1494
2023
Q2 		$135K Hold
7,995
– – ﹤0.01% 1417
2023
Q1 		$118K Hold
7,995
– – ﹤0.01% 1411
2022
Q4 		$101K Hold
7,995
– – ﹤0.01% 1377
2022
Q3 		$102K Sell
7,995
-1,265
-14% -$17.9K ﹤0.01% 1322
2022
Q2 		$120K Buy
9,260
+335
+4% +$4.98K ﹤0.01% 1241
2022
Q1 		$160K Buy
8,925
+4,025
+82% +$71.2K ﹤0.01% 1136
2021
Q4 		$101K Buy
+4,900
New +$104K ﹤0.01% 1289

Other funds holding FFLG

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IAS
Investment Advisory Services The Woodlands, Texas $347M AUM 23.74% 1-Year Est. Return
MIM
Marshall Investment Management Littleton, Colorado $208M AUM 30.96% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Fidelity Fundamental Large Cap Growth ETF (FFLG) position steady in Q1 2026 at 845 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4313.

Carson Wealth (CWM LLC) first reported a position in FFLG in Q4 2021 and has held it in 18 quarters since. The position peaked at $160K in Q1 2022. 56 funds tracked by Wall St. Rank hold FFLG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 845 shares of Fidelity Fundamental Large Cap Growth ETF worth $23.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Fidelity Fundamental Large Cap Growth ETF share count unchanged in Q1 2026.
  • Fidelity Fundamental Large Cap Growth ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4313 holding.
  • Carson Wealth (CWM LLC) first reported a position in Fidelity Fundamental Large Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Fidelity Fundamental Large Cap Growth ETF position peaked at $160K in Q1 2022.
  • 56 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Growth ETF as of Q1 2026.

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