Carson Wealth (CWM LLC)
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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
2025
Q3 		$12.2M Sell
2025
Q2 		$12.3M Sell
2025
Q1 		$12.2M Buy
2024
Q4 		$12M Buy
2024
Q3 		$1.24M Sell
2024
Q2 		$1.32M Sell
2024
Q1 		$1.36M Buy
2023
Q4 		$237K Buy
2023
Q3 		$115K Buy