Carson Wealth (CWM LLC)
FMB icon

Carson Wealth (CWM LLC)’s First Trust Managed Municipal ETF FMB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FMB Stock Details FMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.23M Sell
123,047
-9,015
-7% -$463K 0.02% 721
2025
Q4 		$6.75M Buy
132,062
+5,021
+4% +$257K 0.02% 661
2025
Q3 		$6.44M Buy
127,041
+20,364
+19% +$1.02M 0.02% 618
2025
Q2 		$5.32M Buy
106,677
+10,756
+11% +$535K 0.02% 569
2025
Q1 		$4.84M Sell
95,921
-10,204
-10% -$520K 0.02% 540
2024
Q4 		$5.41M Buy
106,125
+45,275
+74% +$2.33M 0.02% 458
2024
Q3 		$3.16M Sell
60,850
-30,738
-34% -$1.59M 0.01% 564
2024
Q2 		$4.68M Buy
91,588
+35,127
+62% +$1.79M 0.02% 434
2024
Q1 		$2.9M Buy
56,461
+31,733
+128% +$1.63M 0.01% 536
2023
Q4 		$1.28M Buy
24,728
+7,648
+45% +$380K 0.01% 705
2023
Q3 		$835K Buy
17,080
+1,042
+6% +$52.3K 0.01% 815
2023
Q2 		$813K Sell
16,038
-5,900
-27% -$299K 0.01% 783
2023
Q1 		$1.12M Sell
21,938
-90,136
-80% -$4.58M 0.01% 640
2022
Q4 		$5.62M Buy
112,074
+88,547
+376% +$4.39M 0.04% 284
2022
Q3 		$1.15M Sell
23,527
-825
-3% -$41.9K 0.01% 531
2022
Q2 		$1.23M Sell
24,352
-130,419
-84% -$6.68M 0.01% 516
2022
Q1 		$8.21M Buy
154,771
+138,848
+872% +$7.64M 0.06% 231
2021
Q4 		$907K Buy
+15,923
New +$905K 0.01% 594
2021
Q2 		$7.44M Hold
129,846
– – 0.06% 239
2021
Q1 		$7.44M Hold
129,846
– – 0.06% 239
2020
Q4 		$7.44M Hold
129,846
– – 0.06% 239
2020
Q3 		$7.44M Hold
129,846
– – 0.06% 239
2020
Q2 		$7.44M Hold
129,846
– – 0.06% 239
2020
Q1 		$7.44M Hold
129,846
– – 0.06% 239
2019
Q4 		$7.44M Hold
129,846
– – 0.06% 239
2019
Q3 		$7.44M Hold
129,846
– – 0.06% 239
2019
Q2 		$7.44M Hold
129,846
– – 0.06% 239
2019
Q1 		$7.44M Buy
+129,846
New +$6.89M 0.06% 239
2018
Q4 		– Sell
-1,171
Closed -$61K – 2143
2018
Q3 		$61K Hold
1,171
– – ﹤0.01% 710
2018
Q2 		$62K Buy
+1,171
New +$61.6K ﹤0.01% 595

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its First Trust Managed Municipal ETF (FMB) stake by 6.8% in Q1 2026, selling an estimated $463K and leaving 123,047 shares worth $6.23M. The position accounts for 0.02% of the portfolio, ranked #721.

Carson Wealth (CWM LLC) first reported a position in FMB in Q2 2018 and has held it in 30 quarters since. The position peaked at $8.21M in Q1 2022. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 123,047 shares of First Trust Managed Municipal ETF worth $6.23M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 9,015 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $463K.
  • First Trust Managed Municipal ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #721 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Trust Managed Municipal ETF in Q2 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s First Trust Managed Municipal ETF position peaked at $8.21M in Q1 2022.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

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