Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s First Trust Municipal High Income ETF FMHI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FMHI Stock Details FMHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.01M Sell
84,418
-26,111
-24% -$1.26M 0.01% 905
2025
Q4 		$5.3M Sell
110,529
-1,919
-2% -$92K 0.01% 745
2025
Q3 		$5.34M Buy
112,448
+17,062
+18% +$796K 0.02% 683
2025
Q2 		$4.46M Buy
95,386
+17,218
+22% +$804K 0.02% 624
2025
Q1 		$3.74M Buy
78,168
+23,422
+43% +$1.13M 0.01% 608
2024
Q4 		$2.64M Buy
54,746
+30,586
+127% +$1.49M 0.01% 677
2024
Q3 		$1.19M Buy
24,160
+3,991
+20% +$195K 0.01% 921
2024
Q2 		$975K Sell
20,169
-29,750
-60% -$1.43M ﹤0.01% 905
2024
Q1 		$2.4M Buy
49,919
+39,823
+394% +$1.91M 0.01% 573
2023
Q4 		$481K Buy
10,096
+9,732
+2,674% +$445K ﹤0.01% 1075
2023
Q3 		$16K Hold
364
– – ﹤0.01% 2829
2023
Q2 		$17K Hold
364
– – ﹤0.01% 2743
2023
Q1 		$17K Hold
364
– – ﹤0.01% 2614
2022
Q4 		$17K Hold
364
– – ﹤0.01% 2475
2022
Q3 		$17K Hold
364
– – ﹤0.01% 2327
2022
Q2 		$17K Hold
364
– – ﹤0.01% 2218
2022
Q1 		$19K Hold
364
– – ﹤0.01% 2105
2021
Q4 		$20K Buy
+364
New +$20.3K ﹤0.01% 1986
2021
Q2 		$20K Hold
364
– – ﹤0.01% 1790
2021
Q1 		$20K Hold
364
– – ﹤0.01% 1790
2020
Q4 		$20K Hold
364
– – ﹤0.01% 1790
2020
Q3 		$20K Hold
364
– – ﹤0.01% 1790
2020
Q2 		$20K Hold
364
– – ﹤0.01% 1789
2020
Q1 		$20K Hold
364
– – ﹤0.01% 1789
2019
Q4 		$20K Hold
364
– – ﹤0.01% 1789
2019
Q3 		$20K Hold
364
– – ﹤0.01% 1789
2019
Q2 		$20K Hold
364
– – ﹤0.01% 1789
2019
Q1 		$20K Buy
+364
New +$18.4K ﹤0.01% 1788

Other funds holding FMHI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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 $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its First Trust Municipal High Income ETF (FMHI) stake by 24% in Q1 2026, selling an estimated $1.26M and leaving 84,418 shares worth $4.01M. The position accounts for 0.01% of the portfolio, ranked #905.

Carson Wealth (CWM LLC) first reported a position in FMHI in Q1 2019 and has held it in 28 quarters since. The position peaked at $5.34M in Q3 2025. 181 funds tracked by Wall St. Rank hold FMHI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 84,418 shares of First Trust Municipal High Income ETF worth $4.01M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 26,111 First Trust Municipal High Income ETF shares in Q1 2026, an estimated $1.26M.
  • First Trust Municipal High Income ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #905 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Trust Municipal High Income ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s First Trust Municipal High Income ETF position peaked at $5.34M in Q3 2025.
  • 181 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q1 2026.

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