Carson Wealth (CWM LLC)
FTHI icon

Carson Wealth (CWM LLC)’s First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF FTHI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FTHI Stock Details FTHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.8M Buy
861,379
+202,594
+31% +$4.78M 0.05% 334
2025
Q4 		$15.6M Buy
658,785
+128,379
+24% +$3.04M 0.04% 392
2025
Q3 		$12.6M Buy
530,406
+219,901
+71% +$5.11M 0.04% 394
2025
Q2 		$7.09M Buy
310,505
+57,894
+23% +$1.26M 0.03% 494
2025
Q1 		$5.52M Buy
252,611
+14,892
+6% +$343K 0.02% 498
2024
Q4 		$5.53M Buy
237,719
+10,451
+5% +$245K 0.02% 453
2024
Q3 		$5.23M Buy
227,268
+23,155
+11% +$524K 0.02% 431
2024
Q2 		$4.59M Buy
204,113
+43,397
+27% +$968K 0.02% 436
2024
Q1 		$3.61M Buy
160,716
+30,220
+23% +$663K 0.02% 480
2023
Q4 		$2.79M Sell
130,496
-5,745
-4% -$119K 0.02% 519
2023
Q3 		$2.78M Sell
136,241
-83,647
-38% -$1.75M 0.02% 474
2023
Q2 		$4.62M Sell
219,888
-61,718
-22% -$1.26M 0.03% 354
2023
Q1 		$5.68M Buy
281,606
+145,663
+107% +$2.91M 0.04% 299
2022
Q4 		$2.63M Buy
135,943
+68
+0.1% +$1.32K 0.02% 410
2022
Q3 		$2.51M Buy
+135,875
New +$2.78M 0.02% 389

Other funds holding FTHI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EA
Ergawealth Advisors Oak Brook, Illinois $258M AUM 16.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) stake by 31% in Q1 2026, buying an estimated $4.78M and bringing the position to 861,379 shares worth $19.8M. The position accounts for 0.05% of the portfolio, ranked #334.

Carson Wealth (CWM LLC) first reported a position in FTHI in Q3 2022 and has held it in 15 quarters since. 213 funds tracked by Wall St. Rank hold FTHI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 861,379 shares of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF worth $19.8M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 202,594 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q1 2026, an estimated $4.78M.
  • First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF made up 0.05% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #334 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q3 2022 and has held it in 15 quarters since.
  • 213 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q1 2026.

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