Carson Wealth (CWM LLC)
FTLS icon

Carson Wealth (CWM LLC)’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FTLS Stock Details FTLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.9M Sell
155,141
-9,761
-6% -$692K 0.03% 519
2025
Q4 		$11.7M Sell
164,902
-9,068
-5% -$641K 0.03% 466
2025
Q3 		$12.2M Sell
173,970
-12,326
-7% -$831K 0.04% 407
2025
Q2 		$12.3M Sell
186,296
-4,624
-2% -$297K 0.04% 343
2025
Q1 		$12.2M Buy
190,920
+9,194
+5% +$608K 0.05% 307
2024
Q4 		$12M Buy
181,726
+162,132
+827% +$10.6M 0.05% 286
2024
Q3 		$1.24M Sell
19,594
-1,514
-7% -$94.9K 0.01% 906
2024
Q2 		$1.32M Sell
21,108
-891
-4% -$54.5K 0.01% 767
2024
Q1 		$1.36M Buy
21,999
+17,792
+423% +$1.05M 0.01% 738
2023
Q4 		$237K Buy
4,207
+2,042
+94% +$112K ﹤0.01% 1346
2023
Q3 		$115K Buy
+2,165
New +$116K ﹤0.01% 1553

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