Carson Wealth (CWM LLC)
FID icon

Carson Wealth (CWM LLC)’s First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF FID Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FID Stock Details FID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.4K Hold
1,119
– – ﹤0.01% 4314
2025
Q4 		$23K Buy
+1,119
New +$22.5K ﹤0.01% 4085

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WWMSC
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AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EW
Entruity Wealth Bakersfield, California $147M AUM 22.37% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF (FID) position steady in Q1 2026 at 1,119 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4314.

Carson Wealth (CWM LLC) first reported a position in FID in Q4 2025 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold FID as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,119 shares of First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF worth $23.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF share count unchanged in Q1 2026.
  • First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4314 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF in Q4 2025 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF as of Q1 2026.

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