Carson Wealth (CWM LLC)
FFOG icon

Carson Wealth (CWM LLC)’s Franklin Focused Dynamic Growth ETF FFOG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FFOG Stock Details FFOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$67K Buy
1,632
+1,506
+1,195% +$66.5K ﹤0.01% 3587
2025
Q4 		$6K Hold
126
– – ﹤0.01% 4742
2025
Q3 		$6K Hold
126
– – ﹤0.01% 4671
2025
Q2 		$6K Hold
126
– – ﹤0.01% 4531
2025
Q1 		$4K Hold
126
– – ﹤0.01% 4530
2024
Q4 		$5K Buy
+126
New +$4.95K ﹤0.01% 4196

Other funds holding FFOG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Franklin Focused Dynamic Growth ETF (FFOG) stake by 1,195% in Q1 2026, buying an estimated $66.5K and bringing the position to 1,632 shares worth $67K. The position accounts for ﹤0.01% of the portfolio, ranked #3587.

Carson Wealth (CWM LLC) first reported a position in FFOG in Q4 2024 and has held it in 6 quarters since. 47 funds tracked by Wall St. Rank hold FFOG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,632 shares of Franklin Focused Dynamic Growth ETF worth $67K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,506 Franklin Focused Dynamic Growth ETF shares in Q1 2026, an estimated $66.5K.
  • Franklin Focused Dynamic Growth ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3587 holding.
  • Carson Wealth (CWM LLC) first reported a position in Franklin Focused Dynamic Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 47 funds tracked by Wall St. Rank held Franklin Focused Dynamic Growth ETF as of Q1 2026.

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