Carson Wealth (CWM LLC)’s First Trust EIP Power Solutions ETF FPWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17K	Hold	455	–	–	﹤0.01%	4519
2025 Q4	$15K	Hold	455	–	–	﹤0.01%	4323
2025 Q3	$15K	Buy	455 +58	+15%	+$1.89K	﹤0.01%	4263
2025 Q2	$13K	Hold	397	–	–	﹤0.01%	4154
2025 Q1	$12K	Hold	397	–	–	﹤0.01%	3996
2024 Q4	$11K	Buy	+397	New	+$11.7K	﹤0.01%	3805

Other funds holding FPWR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its First Trust EIP Power Solutions ETF (FPWR) position steady in Q1 2026 at 455 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #4519.

Carson Wealth (CWM LLC) first reported a position in FPWR in Q4 2024 and has held it in 6 quarters since. 28 funds tracked by Wall St. Rank hold FPWR as of Q1 2026.

Carson Wealth (CWM LLC) held 455 shares of First Trust EIP Power Solutions ETF worth $17K as of Q1 2026.
Carson Wealth (CWM LLC) left its First Trust EIP Power Solutions ETF share count unchanged in Q1 2026.
First Trust EIP Power Solutions ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4519 holding.
Carson Wealth (CWM LLC) first reported a position in First Trust EIP Power Solutions ETF in Q4 2024 and has held it in 6 quarters since.
28 funds tracked by Wall St. Rank held First Trust EIP Power Solutions ETF as of Q1 2026.

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