Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF FPXI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FPXI Stock Details FPXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$647K Sell
10,472
-66
-0.6% -$4.24K ﹤0.01% 1833
2025
Q4 		$623K Sell
10,538
-39,700
-79% -$2.37M ﹤0.01% 1785
2025
Q3 		$3.01M Buy
50,238
+4,241
+9% +$243K 0.01% 916
2025
Q2 		$2.6M Buy
45,997
+4,353
+10% +$222K 0.01% 851
2025
Q1 		$1.96M Buy
41,644
+12,031
+41% +$597K 0.01% 838
2024
Q4 		$1.4M Buy
29,613
+1,059
+4% +$51.8K 0.01% 929
2024
Q3 		$1.38M Buy
28,554
+26,039
+1,035% +$1.23M 0.01% 859
2024
Q2 		$118K Buy
2,515
+1
+0% +$47 ﹤0.01% 1866
2024
Q1 		$116K Buy
2,514
+3
+0.1% +$132 ﹤0.01% 1789
2023
Q4 		$106K Buy
2,511
+6
+0.2% +$238 ﹤0.01% 1723
2023
Q3 		$96K Buy
2,505
+5
+0.2% +$201 ﹤0.01% 1651
2023
Q2 		$98K Sell
2,500
-107
-4% -$4.25K ﹤0.01% 1579
2023
Q1 		$106K Sell
2,607
-99,662
-97% -$4M ﹤0.01% 1466
2022
Q4 		$3.97M Buy
102,269
+14,597
+17% +$547K 0.03% 345
2022
Q3 		$3.13M Buy
87,672
+10,174
+13% +$420K 0.02% 353
2022
Q2 		$3.36M Sell
77,498
-15,295
-16% -$683K 0.03% 342
2022
Q1 		$4.53M Buy
92,793
+21,624
+30% +$1.1M 0.03% 306
2021
Q4 		$4.1M Buy
+71,169
New +$4.45M 0.03% 318
2021
Q2 		$2.17M Hold
31,775
– – 0.02% 405
2021
Q1 		$2.17M Hold
31,775
– – 0.02% 405
2020
Q4 		$2.17M Hold
31,775
– – 0.02% 405
2020
Q3 		$2.17M Hold
31,775
– – 0.02% 405
2020
Q2 		$2.17M Hold
31,775
– – 0.02% 405
2020
Q1 		$2.17M Hold
31,775
– – 0.02% 405
2019
Q4 		$2.17M Hold
31,775
– – 0.02% 405
2019
Q3 		$2.17M Hold
31,775
– – 0.02% 405
2019
Q2 		$2.17M Hold
31,775
– – 0.02% 405
2019
Q1 		$2.17M Buy
+31,775
New +$1.07M 0.02% 405

Other funds holding FPXI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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 $786B AUM 40.34% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $412M AUM 24.95% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) stake by 0.63% in Q1 2026, selling an estimated $4.24K and leaving 10,472 shares worth $647K. The position accounts for ﹤0.01% of the portfolio, ranked #1833.

Carson Wealth (CWM LLC) first reported a position in FPXI in Q1 2019 and has held it in 28 quarters since. The position peaked at $4.53M in Q1 2022. 75 funds tracked by Wall St. Rank hold FPXI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 10,472 shares of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF worth $647K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 66 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q1 2026, an estimated $4.24K.
  • First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1833 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $4.53M in Q1 2022.
  • 75 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q1 2026.

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