Carson Wealth (CWM LLC)
FSCS

Carson Wealth (CWM LLC)’s First Trust SMID Capital Strength ETF FSCS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FSCS Stock Details FSCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$30.6K Sell
869
-344
-28% -$12.6K ﹤0.01% 4150
2025
Q4 		$43K Buy
1,213
+397
+49% +$14.2K ﹤0.01% 3718
2025
Q3 		$30K Buy
+816
New +$29.8K ﹤0.01% 3891
2019
Q1 		– Sell
-172,189
Closed -$3.21M – 3315
2018
Q4 		$3.21M Buy
+172,189
New +$3.53M 0.08% 216

Other funds holding FSCS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FPWM
FSB Premier Wealth Management Waterloo, Iowa $319M AUM 15.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its First Trust SMID Capital Strength ETF (FSCS) stake by 28% in Q1 2026, selling an estimated $12.6K and leaving 869 shares worth $30.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4150.

Carson Wealth (CWM LLC) first reported a position in FSCS in Q4 2018 and has held it in 4 quarters since. The position peaked at $3.21M in Q4 2018. 31 funds tracked by Wall St. Rank hold FSCS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 869 shares of First Trust SMID Capital Strength ETF worth $30.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 344 First Trust SMID Capital Strength ETF shares in Q1 2026, an estimated $12.6K.
  • First Trust SMID Capital Strength ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4150 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Trust SMID Capital Strength ETF in Q4 2018 and has held it in 4 quarters since.
  • Carson Wealth (CWM LLC)'s First Trust SMID Capital Strength ETF position peaked at $3.21M in Q4 2018.
  • 31 funds tracked by Wall St. Rank held First Trust SMID Capital Strength ETF as of Q1 2026.

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