Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s First Trust Exchange-Traded Fund II First Trust Indxx Global Agriculture ETF FTAG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FTAG Stock Details FTAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.4K Hold
455
– – ﹤0.01% 4650
2025
Q4 		$12K Hold
455
– – ﹤0.01% 4450
2025
Q3 		$12K Hold
455
– – ﹤0.01% 4392
2025
Q2 		$12K Sell
455
-810
-64% -$20.4K ﹤0.01% 4201
2025
Q1 		$31K Buy
1,265
+810
+178% +$19.7K ﹤0.01% 3360
2024
Q4 		$11K Sell
455
-810
-64% -$19.9K ﹤0.01% 3809
2024
Q3 		$33K Hold
1,265
– – ﹤0.01% 3023
2024
Q2 		$31K Hold
1,265
– – ﹤0.01% 2810
2024
Q1 		$32K Sell
1,265
-1,199
-49% -$29.3K ﹤0.01% 2601
2023
Q4 		$63K Hold
2,464
– – ﹤0.01% 2030
2023
Q3 		$64K Hold
2,464
– – ﹤0.01% 1921
2023
Q2 		$66K Sell
2,464
-975
-28% -$27.3K ﹤0.01% 1802
2023
Q1 		$100K Hold
3,439
– – ﹤0.01% 1492
2022
Q4 		$98K Hold
3,439
– – ﹤0.01% 1387
2022
Q3 		$92K Sell
3,439
-442
-11% -$12.6K ﹤0.01% 1372
2022
Q2 		$106K Hold
3,881
– – ﹤0.01% 1298
2022
Q1 		$130K Sell
3,881
-516
-12% -$16.3K ﹤0.01% 1227
2021
Q4 		$134K Buy
+4,397
New +$133K ﹤0.01% 1189
2021
Q2 		$155K Hold
5,206
– – ﹤0.01% 986
2021
Q1 		$155K Hold
5,206
– – ﹤0.01% 986
2020
Q4 		$155K Hold
5,206
– – ﹤0.01% 986
2020
Q3 		$155K Hold
5,206
– – ﹤0.01% 986
2020
Q2 		$155K Hold
5,206
– – ﹤0.01% 986
2020
Q1 		$155K Hold
5,206
– – ﹤0.01% 986
2019
Q4 		$155K Hold
5,206
– – ﹤0.01% 986
2019
Q3 		$155K Hold
5,206
– – ﹤0.01% 986
2019
Q2 		$155K Hold
5,206
– – ﹤0.01% 986
2019
Q1 		$155K Buy
+5,206
New +$123K ﹤0.01% 986

Other funds holding FTAG

TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
MIM
Marshall Investment Management Littleton, Colorado $208M AUM 30.96% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its First Trust Exchange-Traded Fund II First Trust Indxx Global Agriculture ETF (FTAG) position steady in Q1 2026 at 455 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4650.

Carson Wealth (CWM LLC) first reported a position in FTAG in Q1 2019 and has held it in 28 quarters since. The position peaked at $155K in Q2 2021. 12 funds tracked by Wall St. Rank hold FTAG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 455 shares of First Trust Exchange-Traded Fund II First Trust Indxx Global Agriculture ETF worth $13.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its First Trust Exchange-Traded Fund II First Trust Indxx Global Agriculture ETF share count unchanged in Q1 2026.
  • First Trust Exchange-Traded Fund II First Trust Indxx Global Agriculture ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4650 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Trust Exchange-Traded Fund II First Trust Indxx Global Agriculture 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 Indxx Global Agriculture ETF position peaked at $155K in Q2 2021.
  • 12 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust Indxx Global Agriculture ETF as of Q1 2026.

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