Carson Wealth (CWM LLC)
FSGS

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

Carson Wealth (CWM LLC)’s Portfolio FSGS Stock Details FSGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,711
Closed -$62K – 4294
2022
Q3 		$62K Buy
2,711
+2,111
+352% +$55.4K ﹤0.01% 1564
2022
Q2 		$15K Buy
+600
New +$16.2K ﹤0.01% 2336

Other funds holding FSGS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.12B AUM 21.35% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FSGS Position: Q4 2022 in Review

Carson Wealth (CWM LLC) sold out of First Trust SMID Growth Strength ETF (FSGS) in Q4 2022, closing a stake of 2,711 shares — an estimated $62K sold.

Carson Wealth (CWM LLC) first reported a position in FSGS in Q2 2022 and held it in 2 quarters. The position peaked at $62K in Q3 2022. 14 funds tracked by Wall St. Rank hold FSGS as of Q4 2022.

  • Carson Wealth (CWM LLC) reported no remaining First Trust SMID Growth Strength ETF position as of Q4 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2,711 First Trust SMID Growth Strength ETF shares in Q4 2022, an estimated $62K.
  • Carson Wealth (CWM LLC) first reported a position in First Trust SMID Growth Strength ETF in Q2 2022 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s First Trust SMID Growth Strength ETF position peaked at $62K in Q3 2022.
  • 14 funds tracked by Wall St. Rank held First Trust SMID Growth Strength ETF as of Q4 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2022, filed 1 Feb 2023.