Carson Wealth (CWM LLC)’s Franklin FTSE China ETF FLCH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FLCH Stock Details FLCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.52K	Buy	+202	New	+$4.83K	﹤0.01%	5061
2023 Q4	–	Sell	-4,205	Closed	-$72K	–	4255
2023 Q3	$72K	Hold	4,205	–	–	﹤0.01%	1849
2023 Q2	$74K	Sell	4,205 -1,000	-19%	-$18.5K	﹤0.01%	1733
2023 Q1	$102K	Buy	+5,205	New	+$104K	﹤0.01%	1482
2019 Q1	–	Sell	-7	Closed	–	–	3045
2018 Q4	$0	Hold	7	–	–	﹤0.01%	2135
2018 Q3	$0	Hold	7	–	–	﹤0.01%	1892
2018 Q2	$0	Buy	+7	New	+$184	﹤0.01%	1710

Other funds holding FLCH

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FDP

Financiere des Professionnels Montreal, Quebec, Canada $1.71B AUM 21.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

GCA

Greenwood Capital Associates Greenwood, South Carolina $908M AUM 24.22% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in Franklin FTSE China ETF (FLCH) in Q1 2026: 202 shares worth $4.52K. The stake represents ﹤0.01% of the portfolio and ranks #5061 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in FLCH as recently as Q3 2023.

Carson Wealth (CWM LLC) first reported a position in FLCH in Q2 2018 and has held it in 7 quarters since. The position peaked at $102K in Q1 2023. 63 funds tracked by Wall St. Rank hold FLCH as of Q1 2026.

Carson Wealth (CWM LLC) held 202 shares of Franklin FTSE China ETF worth $4.52K as of Q1 2026.
Franklin FTSE China ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
Franklin FTSE China ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5061 holding.
Carson Wealth (CWM LLC) first reported a position in Franklin FTSE China ETF in Q2 2018 and has held it in 7 quarters since.
Carson Wealth (CWM LLC)'s Franklin FTSE China ETF position peaked at $102K in Q1 2023.
63 funds tracked by Wall St. Rank held Franklin FTSE China ETF as of Q1 2026.

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