Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Franklin FTSE Canada ETF FLCA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FLCA Stock Details FLCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-13
Closed -$1K – 5445
2025
Q3 		$1K Hold
13
– – ﹤0.01% 5115
2025
Q2 		$1K Hold
13
– – ﹤0.01% 4994
2025
Q1 		$0 Hold
13
– – ﹤0.01% 5099
2024
Q4 		$0 Hold
13
– – ﹤0.01% 4984
2024
Q3 		$0 Buy
+13
New +$461 ﹤0.01% 4917
2023
Q4 		– Sell
-2
Closed – – 4254
2023
Q3 		$0 Buy
+2
New +$62 ﹤0.01% 4281
2019
Q1 		– Sell
-10
Closed – – 3043
2018
Q4 		$0 Hold
10
– – ﹤0.01% 2133
2018
Q3 		$0 Hold
10
– – ﹤0.01% 1890
2018
Q2 		$0 Buy
+10
New +$247 ﹤0.01% 1708

Other funds holding FLCA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SQA
Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return
EL
ES4 LLC Newport Beach, California $190M AUM
CB
Community Bank Dewitt, New York $926M AUM 31.78% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FLCA Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Franklin FTSE Canada ETF (FLCA) in Q4 2025, closing a stake of 13 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in FLCA in Q2 2018 and held it in 9 quarters. The position peaked at $1K in Q3 2025. 77 funds tracked by Wall St. Rank hold FLCA as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Franklin FTSE Canada ETF position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 13 Franklin FTSE Canada ETF shares in Q4 2025, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Franklin FTSE Canada ETF in Q2 2018 and held it in 9 quarters.
  • Carson Wealth (CWM LLC)'s Franklin FTSE Canada ETF position peaked at $1K in Q3 2025.
  • 77 funds tracked by Wall St. Rank held Franklin FTSE Canada ETF as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.