Carson Wealth (CWM LLC)
FIW icon

Carson Wealth (CWM LLC)’s First Trust Water ETF FIW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FIW Stock Details FIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$659K Sell
6,390
-207
-3% -$22.9K ﹤0.01% 1820
2025
Q4 		$717K Buy
6,597
+28
+0.4% +$3.12K ﹤0.01% 1695
2025
Q3 		$738K Sell
6,569
-286
-4% -$31.8K ﹤0.01% 1579
2025
Q2 		$740K Sell
6,855
-200
-3% -$20.6K ﹤0.01% 1409
2025
Q1 		$711K Sell
7,055
-454
-6% -$46.9K ﹤0.01% 1314
2024
Q4 		$766K Sell
7,509
-1,608
-18% -$173K ﹤0.01% 1213
2024
Q3 		$997K Buy
9,117
+188
+2% +$19.7K ﹤0.01% 1036
2024
Q2 		$893K Buy
8,929
+160
+2% +$16.3K ﹤0.01% 950
2024
Q1 		$895K Buy
8,769
+5,955
+212% +$571K ﹤0.01% 908
2023
Q4 		$267K Hold
2,814
– – ﹤0.01% 1296
2023
Q3 		$233K Hold
2,814
– – ﹤0.01% 1247
2023
Q2 		$249K Hold
2,814
– – ﹤0.01% 1178
2023
Q1 		$235K Buy
2,814
+90
+3% +$7.45K ﹤0.01% 1139
2022
Q4 		$216K Hold
2,724
– – ﹤0.01% 1076
2022
Q3 		$196K Hold
2,724
– – ﹤0.01% 1066
2022
Q2 		$196K Sell
2,724
-200
-7% -$15.3K ﹤0.01% 1056
2022
Q1 		$246K Hold
2,924
– – ﹤0.01% 954
2021
Q4 		$277K Buy
+2,924
New +$266K ﹤0.01% 906
2021
Q2 		$24K Hold
292
– – ﹤0.01% 1705
2021
Q1 		$24K Hold
292
– – ﹤0.01% 1705
2020
Q4 		$24K Hold
292
– – ﹤0.01% 1705
2020
Q3 		$24K Hold
292
– – ﹤0.01% 1705
2020
Q2 		$24K Hold
292
– – ﹤0.01% 1705
2020
Q1 		$24K Hold
292
– – ﹤0.01% 1705
2019
Q4 		$24K Hold
292
– – ﹤0.01% 1705
2019
Q3 		$24K Hold
292
– – ﹤0.01% 1705
2019
Q2 		$24K Hold
292
– – ﹤0.01% 1705
2019
Q1 		$24K Buy
+292
New +$14.3K ﹤0.01% 1705

Other funds holding FIW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its First Trust Water ETF (FIW) stake by 3.1% in Q1 2026, selling an estimated $22.9K and leaving 6,390 shares worth $659K. The position accounts for ﹤0.01% of the portfolio, ranked #1820.

Carson Wealth (CWM LLC) first reported a position in FIW in Q1 2019 and has held it in 28 quarters since. The position peaked at $997K in Q3 2024. 303 funds tracked by Wall St. Rank hold FIW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,390 shares of First Trust Water ETF worth $659K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 207 First Trust Water ETF shares in Q1 2026, an estimated $22.9K.
  • First Trust Water ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1820 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Trust Water ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s First Trust Water ETF position peaked at $997K in Q3 2024.
  • 303 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2026.

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