Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FSIG Stock Details FSIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.76M Buy
145,831
+144,010
+7,908% +$2.75M 0.01% 1058
2025
Q4 		$35K Buy
1,821
+123
+7% +$2.36K ﹤0.01% 3850
2025
Q3 		$33K Sell
1,698
-205
-11% -$3.93K ﹤0.01% 3816
2025
Q2 		$36K Buy
1,903
+929
+95% +$17.6K ﹤0.01% 3505
2025
Q1 		$18K Sell
974
-638
-40% -$12.1K ﹤0.01% 3746
2024
Q4 		$30K Sell
1,612
-1,040
-39% -$19.7K ﹤0.01% 3170
2024
Q3 		$51K Sell
2,652
-589
-18% -$11.2K ﹤0.01% 2671
2024
Q2 		$61K Sell
3,241
-164
-5% -$3.07K ﹤0.01% 2325
2024
Q1 		$64K Buy
+3,405
New +$64.2K ﹤0.01% 2141

Other funds holding FSIG

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 7,908% in Q1 2026, buying an estimated $2.75M and bringing the position to 145,831 shares worth $2.76M. The position accounts for 0.01% of the portfolio, ranked #1058.

Carson Wealth (CWM LLC) first reported a position in FSIG in Q1 2024 and has held it in 9 quarters since. 157 funds tracked by Wall St. Rank hold FSIG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 145,831 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $2.76M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 144,010 First Trust Limited Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $2.75M.
  • First Trust Limited Duration Investment Grade Corporate ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1058 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2024 and has held it in 9 quarters since.
  • 157 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2026.

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