Carson Wealth (CWM LLC)
FIIG icon

Carson Wealth (CWM LLC)’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FIIG Stock Details FIIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$166 Hold
8
– – ﹤0.01% 5546
2025
Q4 		$0 Hold
8
– – ﹤0.01% 5443
2025
Q3 		$0 Sell
8
-1,615
-100% -$34K ﹤0.01% 5354
2025
Q2 		$34K Buy
1,623
+1,432
+750% +$29.5K ﹤0.01% 3550
2025
Q1 		$4K Buy
+191
New +$3.93K ﹤0.01% 4531
2024
Q4 		– Sell
-3,225
Closed -$69K – 4982
2024
Q3 		$69K Buy
+3,225
New +$67.9K ﹤0.01% 2448

Other funds holding FIIG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) position steady in Q1 2026 at 8 shares worth $166. The position accounts for ﹤0.01% of the portfolio, ranked #5546.

Carson Wealth (CWM LLC) first reported a position in FIIG in Q3 2024 and has held it in 6 quarters since. The position peaked at $69K in Q3 2024. 126 funds tracked by Wall St. Rank hold FIIG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $166 as of Q1 2026.
  • Carson Wealth (CWM LLC) left its First Trust Intermediate Duration Investment Grade Corporate ETF share count unchanged in Q1 2026.
  • First Trust Intermediate Duration Investment Grade Corporate ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5546 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q3 2024 and has held it in 6 quarters since.
  • Carson Wealth (CWM LLC)'s First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $69K in Q3 2024.
  • 126 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q1 2026.

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