Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FPX Stock Details FPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$364K Buy
2,293
+102
+5% +$16.8K ﹤0.01% 2253
2025
Q4 		$358K Buy
2,191
+1
+0% +$164 ﹤0.01% 2139
2025
Q3 		$364K Buy
2,190
+1
+0% +$152 ﹤0.01% 1980
2025
Q2 		$317K Sell
2,189
-8
-0.4% -$1.02K ﹤0.01% 1824
2025
Q1 		$245K Sell
2,197
-539
-20% -$67.1K ﹤0.01% 1791
2024
Q4 		$327K Sell
2,736
-312
-10% -$37.4K ﹤0.01% 1542
2024
Q3 		$336K Sell
3,048
-384
-11% -$39K ﹤0.01% 1478
2024
Q2 		$341K Sell
3,432
-105
-3% -$10.6K ﹤0.01% 1334
2024
Q1 		$374K Sell
3,537
-21
-0.6% -$2.08K ﹤0.01% 1238
2023
Q4 		$341K Sell
3,558
-1,583
-31% -$136K ﹤0.01% 1209
2023
Q3 		$432K Sell
5,141
-124
-2% -$10.9K ﹤0.01% 1028
2023
Q2 		$464K Sell
5,265
-3,162
-38% -$262K ﹤0.01% 966
2023
Q1 		$708K Buy
8,427
+5,686
+207% +$471K ﹤0.01% 778
2022
Q4 		$216K Sell
2,741
-136
-5% -$11.4K ﹤0.01% 1077
2022
Q3 		$233K Hold
2,877
– – ﹤0.01% 993
2022
Q2 		$236K Sell
2,877
-146
-5% -$13.6K ﹤0.01% 974
2022
Q1 		$330K Sell
3,023
-162
-5% -$17.3K ﹤0.01% 852
2021
Q4 		$390K Buy
+3,185
New +$404K ﹤0.01% 796
2021
Q2 		$347K Hold
2,719
– – ﹤0.01% 749
2021
Q1 		$347K Hold
2,719
– – ﹤0.01% 749
2020
Q4 		$347K Hold
2,719
– – ﹤0.01% 749
2020
Q3 		$347K Hold
2,719
– – ﹤0.01% 749
2020
Q2 		$347K Hold
2,719
– – ﹤0.01% 749
2020
Q1 		$347K Hold
2,719
– – ﹤0.01% 749
2019
Q4 		$347K Hold
2,719
– – ﹤0.01% 749
2019
Q3 		$347K Hold
2,719
– – ﹤0.01% 749
2019
Q2 		$347K Hold
2,719
– – ﹤0.01% 749
2019
Q1 		$347K Buy
2,719
+2,406
+769% +$169K ﹤0.01% 749
2018
Q4 		$19K Buy
313
+63
+25% +$4.22K ﹤0.01% 1153
2018
Q3 		$19K Hold
250
– – ﹤0.01% 964
2018
Q2 		$18K Buy
+250
New +$17.7K ﹤0.01% 857

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its First Trust US Equity Opportunities ETF (FPX) stake by 4.7% in Q1 2026, buying an estimated $16.8K and bringing the position to 2,293 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #2253.

Carson Wealth (CWM LLC) first reported a position in FPX in Q2 2018 and has held it in 31 quarters since. The position peaked at $708K in Q1 2023. 211 funds tracked by Wall St. Rank hold FPX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,293 shares of First Trust US Equity Opportunities ETF worth $364K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 102 First Trust US Equity Opportunities ETF shares in Q1 2026, an estimated $16.8K.
  • First Trust US Equity Opportunities ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2253 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Trust US Equity Opportunities ETF in Q2 2018 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s First Trust US Equity Opportunities ETF position peaked at $708K in Q1 2023.
  • 211 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2026.

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