Carson Wealth (CWM LLC)
FSGS icon

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

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AIC
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Silver Oak Securities
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Western Wealth Management
Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
Global Retirement Partners
Global Retirement Partners San Rafael, California $6.54B AUM
Belpointe Asset Management
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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.