Carson Wealth (CWM LLC)
FTCB icon

Carson Wealth (CWM LLC)’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FTCB Stock Details FTCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$190K Hold
9,048
– – ﹤0.01% 2781
2025
Q4 		$192K Buy
9,048
+4,934
+120% +$105K ﹤0.01% 2606
2025
Q3 		$88K Sell
4,114
-2,575
-38% -$54.4K ﹤0.01% 3088
2025
Q2 		$141K Buy
6,689
+1,476
+28% +$30.7K ﹤0.01% 2444
2025
Q1 		$109K Hold
5,213
– – ﹤0.01% 2365
2024
Q4 		$108K Buy
+5,213
New +$109K ﹤0.01% 2232

Other funds holding FTCB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its First Trust Core Investment Grade ETF (FTCB) position steady in Q1 2026 at 9,048 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #2781.

Carson Wealth (CWM LLC) first reported a position in FTCB in Q4 2024 and has held it in 6 quarters since. The position peaked at $192K in Q4 2025. 191 funds tracked by Wall St. Rank hold FTCB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,048 shares of First Trust Core Investment Grade ETF worth $190K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its First Trust Core Investment Grade ETF share count unchanged in Q1 2026.
  • First Trust Core Investment Grade ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2781 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Trust Core Investment Grade ETF in Q4 2024 and has held it in 6 quarters since.
  • Carson Wealth (CWM LLC)'s First Trust Core Investment Grade ETF position peaked at $192K in Q4 2025.
  • 191 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q1 2026.

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