Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC)’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FTHY Stock Details FTHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$216K	Sell
2025 Q2	$222K	Hold
2025 Q1	$216K	Hold
2024 Q4	$216K	Hold
2024 Q3	$226K	Buy
2024 Q2	$214K	Hold
2024 Q1	$217K	Buy
2023 Q4	$181K	Buy